Providing client consultation to potential web design clients is a good way to build relationships from scratch. This client consultation meeting is important because it helps to clarify the scope of the project and point out potential problems that the client or project may generate. For customer consultation, preparing a problem checklist in advance helps to improve the efficiency of the meeting. Ultimately, preparing this customer meeting will provide time value for actual meetings and potential future projects. In this post, we will explore what a customer consultation meeting looks like, why it is held, and a mega list of all customer consultation questions you need to answer.
In this guide, what is client consultation? Why hold a customer consultation meeting instead of consulting the eight target customers? Considering the current process of visiting customers and ensuring the project, consider the first contact with potential customers. The method of holding client consultation meeting 65 client consultation and questioning client to questioning project questioning audience to questioning brand questioning function and scope questioning e-commerce to questioning End asking questions about time and money: better customer consultation, happier customers, happier your ebook : what is the ultimate guide client consultation for starting a web design business? First, what is customer consultation? In short, customer consultation is an initial meeting with customers to understand what customers need and sell services. After the meeting, you need to know whether the customer is suitable, what exactly you need, the approximate price and proposal.
Not all web designers or agents conduct specific and organized consultation with potential customers. Everyone has his own process. However, customer consulting can simplify the sales process and reduce the waste of time with potential customers who never fail. Tip: if this service has not been provided, it is recommended to publicize it for 1 hour free on the business website. Keep in mind that the eight target customer inquiries have several objectives. Measure the chemical reaction between you and potential customers. Investigate the working conditions of potential customers. Determine the scope of the project. Inform potential customers of the web development process. Suggest other functions to meet the objectives of potential customers. Train potential customers on the importance of continuous service. Collect all the information needed to create the project proposal. Please use the baseball field quotation to verify the potential customers. Customer consultation meeting is a centralized meeting to transfer potential customers from first contact to suggestion and contract signing. Here are some contents that should be provided at the customer consultation meeting:
Project details: This is a limited, simplified meeting that needs to tell the client everything it needs to start the project. Working for a proposal: This is an opportunity to gather all the important details to create a proposal. Understand clients: an opportunity to understand clients and see if they are the people you want to do business with. Let’s talk about not client consulting, not consulting. This is not a sales article. Yes, I want sales service. But most importantly, this is my first date. You are testing the water in your relationship to see if this is what you should pursue. Spend more time evaluating customers and less time avoiding yourself. It is not a business plan that materializes the customer. If the customer doesn’t know what they need or are doing, it’s a red flag. They need consultants to specify strategies, not developers to build websites. You can still do this, but it is recommended that you navigate the steps instead of the web site (or
See also). I’m not explaining the method. This meeting is a discovery client target. Please talk about what they are, not how to see them. The way to achieve that goal is for you to pay. Why hold a customer consultation meeting? Why is the customer consultation meeting so important? There are many reasons:
Formalize the process. In order to be more efficient, more efficient, more efficient and more profitable, there must be a specific business system and website design process. This is how to effectively transfer the customer from the first contact to the signed contract. Lay the foundation for good projects. The customer consultation meeting is a place where you can set all the expectations of how the project will proceed. You are setting up a guide for the client’s smooth project (see details of the terrible client protection plan). It can save you from problems. Tracking customers can avoid costly detours, but some customers can’t help themselves. Customer consultation meetings help identify these danger signals and avoid monster customers. Save time. Have you taken the time to consider a proposal in order to find out that your price doesn’t even have a client baseball field? The customer asked to put the budget on the desktop. You spent hours in meetings with clients but never started a project? Through customer consultation, you can push the fuzzy meeting to the discovery stage and get benefits. Provide scripts. If you are afraid or worried about forgetting the meeting, please provide the script at the customer consultation meeting. You don’t have to think about what to ask next. Easy sales and continuous maintenance. This meeting is mainly to confirm the customer, but it is also an opportunity to discuss the necessity of continuous maintenance. Rather than start to the customer after the project, it is better to sell continuous maintenance before the project. Show your professionalism. All this shows that you are a serious, organized and professional developer. This will increase the customer’s willingness to sign and start the contract at ease. Before reviewing the current process of visiting customers and ensuring that the current process of the project considers the content of the customer consultation meeting, it may be helpful to first consider the current process of developing potential customers. To be precise, how do you ensure that clients and projects?
Some web designers don’t have a formal process. They make their first contact with the client through website forms or recommendations. They exchange emails, answer a few questions and ask others. Back and forth dancing can increase in weeks or months. Finally, they are fully aware of what the client needs to make suggestions and carry out the project. This may be the best solution. In many cases, these conversations will be interrupted and nothing will appear. That’s one way to land the project. It can work, but it is not efficient. Wasting time and potential customers can be worthless without a process. You may also miss important details or forget problems that may cause future problems.
We talked about the importance of creating important business systems, starting with the method of protecting clients and land projects. Formulating and simplifying this process can improve efficiency, productivity and profitability from the beginning. Consider the first contact with potential customers. When establishing contact with new potential customers, there must be a formal process to do what should be done. You have to understand what they need, how serious it is, and want to work with them. A good process helps eliminate bad clients and avoid nightmarish projects.
The useful part of the first contact is: \
If how do you hold a customer consultation meeting, how will a successful customer consultation meeting actually proceed? Nathan Ingram shares how to conduct customer consultation. Nathan uses the abbreviation \
Please remember that this is your meeting. You run it. Please take responsibility to implement the topic and ensure that everything is completed. Don’t let the meeting be postponed or deviated. If clients are everywhere and don’t know what they want, suggest a discovery phase to pay per hour instead of moving forward to undirected website projects to sort the strategy. You want to minimize your time with customers when you can’t receive money. Yes, answer the questions and explain how the process works. But don’t be fooled by free advice.
65 customer consultation questions these suggested questions are divided into seven main groups: customer questions, project questions, audience questions, brand questions, function and scope questions, e-commerce questions, time and budget questions. Client problem 1. What best describes your organization? 2. Large and medium-sized enterprises, professional organizations or non-profit organizations, such as small and medium-sized enterprises, professional organizations, etc. In short, what does your organization do? 3. Who is your target market? Item question 4. Is this a new website or a redesign of an existing website? 5. Describe the concepts, projects or services to be provided or promoted on this website. 6. Who will you work with to complete the project? 
7. How many people will be involved in the project in your organization? 8. Who is responsible for making the final decision? 9. Who is responsible for the maintenance of the website after listing in terms of content and technology# If the answer to 4 is \
When did it come again? 15. Is your current website driven by the content management system? So which one? 16. What do you like or dislike about the current system? Questions to the audience Introduce the various groups that use the site as much as possible. What do they want to achieve? An example is. Is a potential customer looking for information about our company. Customers who can buy our products. Find customers with menu, business hours and location information. Donors who can contribute to our organization. 18. What is the general demographic of the audience (or website visitors)? 19. For the purpose of this new site, the main target groups in these groups (what do you think is the most important group?) This may be difficult, but it is important to decide who will be the main audience. 20. What are the basic actions that key prospects want to take when visiting your website? For example: buy products, fill in the lead form, join the press release, follow social media 21. What audience needs does your existing website meet? What are the potential customer requirements that the current site does not meet? Where is not enough? Questions about brands 22. Use a few sentences or words to describe the emotions you want your website to inspire and the brand attributes you want to convey. Sample identification may include: warmth, intimacy, peace of mind, comfort and excitement. The sample brand attributes may include care, integrity, humor, professionalism, intelligence, elegance, ability, beauty, reliability and reliability. 23. Use adjectives and phrases to describe the look and feel of the site. Examples: easy to see, fashion, classic, latest, distinctive, modern, traditional, temperance, etc. Do you have satisfactory visual creativity (including brand creativity and logo)? Or design or evolution? 25. What do you think is the competitor’s website? What are their strengths and weaknesses? 26. How are your products, services or ideas different from your competitors? Function and scope questions 27. How many pages are there on the website? 28. What functions do you want the site to include? Examples include: Advertisement \/ bulletin board blog community forum company news custom page not found page customer guide form event calendar Google Maps) mailing list integration member \/ employee reserve mobile device compatibility multi blog multi location list online payment \/ donation picture library podcast product or service sales (e-commerce) Social media comprehensive employee list uses post video 29. Do you need to know about third-party consolidation points? For example: CRM interface, remote e-commerce, POS, mapping solutions, other uses of social networking sites or third-party APIs, etc. How many parts of the site’s content have been generated? The content includes title, title, page text, employee resume and photos, evaluation, photos, etc. 31. Do you need help with content production? 32. Is the project completed in a single phase or in multiple phases? Each phase of a multi-stage project has its own budget, schedule and results. 33. Are there any other technical requirements for websites that have not been mentioned so far? Questions about e-commerce 34. Do you already know what e-commerce solutions you want to use? 35. What kind of products do you intend to sell? 36. Do you currently use third-party websites (Amazon, eBay, Etsy, etc.) for sales? 37. Can your site sell membership or access advanced content on the site? 38. Does your website sell able products? 39. Are there many variants of the product? For example, size, color, material, or price. 40. How many products are registered on the website? 41. Do you want the website to track inventory? 42. Are there any product descriptions available? 43. Available for each product
Do you have high quality photos? 44. Is commodity evaluation or scoring allowed? 45. Add a social sharing icon on the product page? 46. Is there a cooperation or recommendation plan? 47. Are customer email lists created for promotional purposes? 48. Is there a quantity discount? 49. Are coupons available? 50. Do you want to provide a gift card? 51. Is the expectation list or registry provided? 52. Do you need to generate invoices or packing lists? 53. Are priority prices offered for specific combinations? 54. Do you want us to import products or do you want us to handle them? 55. Do you need to calculate distribution? What should I do? Real time delivery? What news agency? 56. Are they sold to customers outside the United States? Canada? Other countries? 57. Do you need to calculate sales tax? For what field? 58. How to process payment? Use paypal or standard seller account? 59. Have you approved or conditionally approved the seller’s account? If it is accidental, what happens? 60. Is it integrated with third-party systems (such as delivery, accounting or CRM)? 61. What kind of reports does the website need? 62. Are there any terms of service and refund policies for the website? 63. How to handle customer service consultation? Questions about time and money 64. Is there a deadline for this project? When do you want to go public? 65. What is the budget or budget scope of the project? be careful: \
