FULL client process for high ticket web design [STEP-BY-STEP]

Summary

The video details a web designer's process for attracting high-paying clients, from optimizing a sales page to streamline onboarding. It provides templates to automate proposals, contracts and invoices to impress clients. The designer shares strategies to guide clients in providing website copy and giving useful feedback to minimize revisions. The goal is to deliver an elevated client experience that gets rave reviews, referrals, and results that justify premium rates.

Takeaways

• 😊 Create an efficient sales process to attract the right clients and set clear pricing/service expectations
• 💡 Structure your client onboarding to build trust and confidence in your services
• 📝 Use templates and tools to streamline your proposal, contract and invoicing process
• 🤝 Build rapport and have a discovery call to understand the client's goals before making a proposal
• 💰 Take a non-refundable deposit to secure project and use value-based pricing models
• ⏱️ Have a clear project timeline and get client sign-off at key milestones to minimize revisions
• 📋 Provide frameworks and templates to make it easy for clients to provide info/copy/feedback
• 🎥 Present website mockups with videos explaining the design decisions to clients
• 💻 Offer post-launch support resources so clients feel in control of basic website changes
• 👏 Follow up post-project to get a strong testimonial showcasing business results

Q & A

What are the three main steps to onboarding new clients?

The three main steps are: 1) The application process including marketing materials to attract the right clients. 2) The discovery call to understand their goals and business. 3) Sending over the proposal, contract, and invoice quickly to create a positive first impression.

How can you efficiently communicate the value of your services to potential clients?

Use content marketing, marketing materials, and your sales page to clearly convey the value of your services to many people at once, rather than trying to convince individuals one-by-one on sales calls.

What is the purpose of the initial discovery call with a potential client?

The purpose is to understand the client's business, goals, and problems in order to determine if your service is a good fit to help them achieve their goals. You want to be on their side.

Why is it important to get the proposal, contract, and invoice to a new client quickly?

It keeps the momentum going from their initial interest and excitement. A quick turnaround impresses clients and makes them feel confident you will deliver an excellent service.

How can you create a smooth and elevated client onboarding experience?

Use templates to send professional looking documents quickly, give a personalized tour of their client portal, overcommunicate next steps, and make signing contracts and paying invoices seamless.

What is important about the first 48 hours after a client signs on?

The first impressions confirm that the client made a good purchasing decision. So you want to wow them in the first 48 hours even though most of their opinion is already set based on this time.

How can you make it easy for clients to provide the content you need for projects?

Provide structured templates and guides that break down the needed content into sections. Offer to go through it with them rather than just sending it over.

What are three things you can do to minimize client revisions?

1) Spend significant time on strategy first 2) Present high quality mockups and clearly explain decisions 3) Ask specific questions when requesting feedback rather than open-ended.

Why should you follow up with clients even after project completion?

To ensure they have everything they need to use what you created, feel supported in next steps, and eventually give you a rave review that brings referrals.

What makes for an impactful client testimonial?

One that highlights the transformation from their previous struggles to the positive outcomes and results achieved thanks to working with you.