Fluxo de trabalho para projetos de IDENTIDADE VISUAL

Gabriel Eich

22 Feb 202411:14

Summary

TLDRThis video script outlines a designer's workflow in visual identity projects, emphasizing the importance of a pre-briefing to filter qualified clients and ensure project alignment. The speaker shares their successful approach, which includes initial meetings to understand client needs, creating a commercial proposal, and using digital contracts for clarity and efficiency. The script highlights the designer's role as an interviewer during meetings, the step-by-step process from briefing to presentation, and the significance of detailed communication for a smooth project flow and client satisfaction.

Takeaways

😀 The importance of a pre-briefing to gauge client readiness and filter potential projects effectively.
🔍 The significance of understanding the client's needs and objectives through a pre-briefing to ensure project alignment.
📝 The client's readiness and preparedness, as indicated in the pre-briefing, are crucial for a successful project outcome.
🤝 The value of a face-to-face meeting or call to establish rapport and gather detailed project requirements.
💼 The necessity of presenting a clear proposal, including project steps and deliverables, after the initial meeting.
💰 The emphasis on transparent pricing and payment methods, including discounts for prompt payment, in the proposal.
📑 The recommendation to always work with a contract, suggesting the use of digital signing platforms for convenience.
📈 The role of a detailed briefing after the proposal is accepted, to collect all necessary information to start the design work.
🎨 The process of design involves more than just technical skills; it requires understanding business and client communication.
🖌️ The step-by-step approach to design, from research and moodboard approval to final logo and brand elements presentation.
🗂️ The final delivery of the project assets in various formats, ensuring the client has everything they need post-approval.

Q & A

What is the first step in the designer's workflow for a visual identity project?
-The first step is to conduct a pre-briefing to gather initial information from the client to determine if it's worth proceeding with the project.
Why is a pre-briefing considered essential in the designer's workflow?
-A pre-briefing is essential to filter potential clients and ensure that the time spent in meetings is valuable, focusing on clients who are likely to invest in their business.
How does the designer determine if a client is qualified based on the pre-briefing?
-The designer looks for signs of preparedness and clear objectives in the client's responses, such as knowing what they want for their brand and being ready to discuss their business goals.
What is the purpose of having a meeting after the pre-briefing?
-The meeting is meant to have a friendly conversation with the client to understand their project in-depth, align expectations, and establish a connection before moving forward.
What is the designer's role during the client meeting?
-The designer acts as an interviewer, spending 80% of the time listening to the client's needs and expectations and 20% of the time explaining their methodology and how they work.
What should be included in the commercial proposal after the meeting?
-The proposal should include a brief introduction, a detailed explanation of the project stages, the items to be created, payment terms, and any discounts if applicable.
Why is it important to use a contract in the designer's workflow?
-Using a contract ensures that both parties have a clear understanding of the terms, conditions, and deliverables, providing legal protection and clarity for the project.
How does the designer handle the payment process after the proposal is approved?
-The designer can use various methods like Pix, bank transfers, or payment apps like Infinity Pay or Pck Pay, and may offer a small discount for certain payment methods.
What is the next step after receiving payment and signing the contract?
-The next step is to start the design process, which includes creating a detailed briefing with all the information gathered from the client to begin working on the project.
How does the designer ensure a smooth approval process with the client?
-The designer sends a detailed briefing to the client, collects all necessary information, and then presents the project in stages for approval, such as moodboard, logo, and other design elements.
What is the final step in the designer's workflow after the project is approved?
-The final step is to deliver all the project files to the client via a cloud storage service, providing them with various formats of the final design assets.

Outlines

00:00

📝 Importance of Pre-Briefing in Design Projects

The speaker emphasizes the importance of a pre-briefing stage in the design process, explaining that it helps to filter and understand the client's needs before proceeding with a project. They share their experience, stating that having a pre-briefing can prevent wasting time on unqualified leads and ensure that the client is serious about investing in their business. The speaker also highlights the value of this step in closing projects successfully, as it allows for a clear understanding of the client's objectives and expectations, which is crucial for the designer to create a fitting visual identity.

05:01

🤝 The Role of Client Meetings in Project Development

This paragraph focuses on the significance of client meetings in the project development stage. The speaker describes the process of conducting a meeting to gather information about the client's project and expectations. They stress the importance of active listening, with the designer acting as an interviewer, spending 80% of the time listening and 20% speaking. The speaker also mentions the need to explain the studio's methodology and the project's next steps clearly to the client, ensuring that both parties are aligned and understand the process moving forward.

10:03

📑 Crafting a Commercial Proposal and Contract

The speaker discusses the process of creating a commercial proposal after a successful pre-briefing and meeting with the client. They mention the need to present a brief introduction of the studio, outline the project steps, and specify the deliverables. The speaker also advises on the importance of clear communication regarding payment terms and values, suggesting the use of digital signatures for contracts to streamline the process. They recommend using tools like Jotform for briefings and CK Sign for digital signatures, ensuring a professional and efficient workflow.

🎨 Design Execution and Client Approval Process

In this paragraph, the speaker outlines the steps involved in the actual design work and the client's approval process. They discuss conducting research, creating moodboards, and using tools like Invision for client feedback. The speaker insists on the importance of step-by-step approval, from the initial concepts to the final design, ensuring that the client's vision is accurately reflected in the final product. They also mention the delivery of the final assets through cloud storage, providing the client with various formats of the logo and other materials, thus concluding the project with a clear and organized handover.

Mindmap

Keywords

💡Visual Identity

Visual identity refers to the visual elements that represent a brand, such as logos, typography, and color schemes. In the video, the speaker discusses their workflow in a visual identity project, emphasizing the importance of understanding the client's needs and objectives to create a strong brand image.

💡Pre-Briefing

A pre-briefing is an initial exchange of ideas and information between the designer and the client before a formal meeting. The speaker highlights the significance of a pre-briefing in the script, as it helps to filter potential clients and ensures that both parties are on the same page before proceeding with the project.

💡Project Proposal

A project proposal is a document outlining the scope, objectives, and details of a project. The speaker mentions creating a project proposal after the pre-briefing and meeting with the client, which includes the steps they will take and the deliverables they will provide.

💡Meeting

In the context of the video, a meeting refers to a face-to-face or virtual conversation between the designer and the client to discuss the project in detail. The speaker stresses the importance of active listening during the meeting, which helps in understanding the client's vision and expectations.

💡Branding

Branding is the process of creating a unique name, symbol, or design that identifies and differentiates a product or service from others. The video's theme revolves around the branding process, with the speaker sharing their approach to developing a brand's visual identity.

💡Business Objectives

Business objectives are the goals that a company aims to achieve. In the script, the speaker reads a client's pre-briefing response, where the client states their objective to facilitate the lives of metal scrap sellers by increasing revenue and reducing overhead costs.

💡Contract

A contract is a legally binding agreement between two or more parties. The speaker mentions the importance of working with a contract to formalize the agreement with the client, ensuring clear terms and conditions for the project.

💡Digital Signature

A digital signature is an electronic equivalent of a handwritten signature. The speaker recommends using a digital signature platform for signing contracts, making the process more efficient and environmentally friendly.

💡Payment

Payment in the video refers to the financial transaction made by the client to the designer to initiate the project. The speaker discusses offering a small discount for payments made via Pix, a Brazilian instant payment method, as an incentive for clients.

💡Briefing

A briefing is a detailed document or meeting that outlines the specific requirements and information needed to start a project. After the contract and payment are settled, the speaker mentions creating a comprehensive briefing to gather all necessary details from the client before beginning the design work.

💡Presentation

In the context of the video, a presentation refers to the designer's showcase of their work to the client for approval. The speaker talks about creating a presentation after completing the design work, which includes the logo, moodboard, and other visual elements for the client's review.

Highlights

Introduction to the speaker's workflow in visual identity projects.

Importance of a pre-briefing to understand client needs and expectations before a meeting.

The speaker emphasizes the significance of a pre-briefing in filtering potential clients and saving time.

Details of a specific pre-briefing project with 'Mital' that led to a successful meeting.

Qualification of clients through the pre-briefing process to ensure project viability.

The role of a pre-briefing in identifying a client's preparedness and project objectives.

How the speaker uses client's source of finding their services to gauge project potential.

The importance of understanding the client's project goals and how they align with the speaker's portfolio.

The speaker's strategy for conducting meetings to exchange ideas and build rapport with clients.

The role of the speaker as an interviewer during client meetings to gather project-specific information.

Explanation of the speaker's commercial proposal process following client meetings.

Details on how to present a commercial proposal, including project steps and deliverables.

The necessity of using contracts in all projects for clarity and professional standards.

Recommendation of digital platforms for signing contracts and receiving payments.

The briefing process after contract signing, involving detailed questionnaires to gather all project information.

Use of digital tools like Jotform for creating and sending briefings to clients.

The speaker's approach to project creation and approval stages with the client.

The importance of detailed research and moodboarding for visual identity projects.

How the speaker ensures project approval in stages, from logo to final deliverables.

Final delivery of project materials to the client via cloud storage for easy access and clarity.

The speaker's emphasis on a detailed workflow to avoid issues and ensure client satisfaction.

Encouragement for viewers to like and subscribe for more content on visual identity projects.