My Client Process for Brand Identity Projects [Video]

Hey Team,

Today’s video is all about The Client Process From Hi to Bye. I’ll be walking you through my entire client workflow—from the moment they first reach out to the final goodbye—and even what happens afterward!

*Join me as I dive into:*

• Onboarding: How to manage the first interaction, the web form, proposals, contracts, and setting expectations.
• All Aboard: What happens after the contract is signed, including discovery calls, clarity discussions, and the creative process.
• Offboarding: Wrapping up the project, getting paid, and delivering final assets.
• Apres Board: How to keep in touch with clients after the project ends, ask for referrals, and upsell future work.

*Timestamps:*
0:00 – Intro
1:47 – Process = Profit
3:06 – The Journey: From Hi to Bye
5:20 – Onboarding
11:12 – Webforms
14:05 – Proposals
17:04 – Contracts
20:23 – All Aboard
25:54 – Client To-dos
27:44 – Journey from Discovery to Clarity
29:38 – Feedback process
33:34 – Offboarding
35:40 – Project Folders
37:25 – Copyright handover
39:21 – Apres Board
40:47 – The Flex Deck
42:23 – Overview / Outro

*Featured Tools and Courses:*

1. Check out todays FREEBIE, The Client Process from Hi to Bye: https://themadebyjames.com/the-tools/the-client-process-from-hi-to-bye

2. Need some help with your client contracts? Steal ours: https://themadebyjames.com/the-tools/the-creative-contract-kit

3. Want to elevate your client proposals? This is for you: https://themadebyjames.com/the-tools/the-proper-proposal-pack

4. Need help knowing the right things to ask your clients for a clear vision? Try this: https://themadebyjames.com/the-tools/the-client-questionnaire-bundles

5. Want to present your client’s brand in the best way possible? Take a look at our Brand Style Guide: https://themadebyjames.com/the-tools/the-brand-style-guide-pack

Watch, learn, and apply these strategies to elevate your process, improve client relationships, and ultimately create a more successful creative business.

If you have questions or thoughts, drop them in the comments or email me at [email protected].

Don’t forget to sign up for my newsletter for weekly tips on design, creativity, and business: https://themadebyjames.com/newsletter

Enjoy the video!

MBJ
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