How to Elevate Your Client Process

Okay, let’s get real—client processes shouldn’t be boring or robotic. After a decade in this game, I’ve learned that the way you work with clients can totally transform a project. It’s not just about ticking boxes; it’s about creating a vibe that’s as unique as the brand itself. So here’s my take on turning a stiff process into something that feels dynamic, authentic, and totally fluid.

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Your Client’s Story: More Than a Checklist

Forget the usual “tell us your requirements” spiel. I see every client as a story just waiting to be told. Instead of a dry intake form, think of it as diving into their backstory:

• Dig Deep: What’s the unexpected twist in their brand history? What are those quirky details that make them, well… them?
• Find the Heart: It’s about spotlighting the real protagonist—your client. Once you understand their journey, you can help shape an even bolder future together.

This isn’t about following a template; it’s about sparking real conversations that fuel creative magic.

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Designing a Journey That’s Totally Custom

Here’s where things get fun. I love crafting a process that feels as organic as a good jam session:

• Discovery Sessions That Rock: Instead of dull meetings, I run interactive workshops. Think visual brainstorming—collaging images, colors, and words that scream the client’s vibe.
• Dynamic Mapping: Rather than a linear timeline, I map out the project like a living, breathing story. Each milestone is a mini “aha” moment, with feedback sessions that aren’t just critiques, but creative jams that push boundaries.

The goal is to keep it loose, adaptable, and full of surprises.

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Collaboration Without the BS

Let’s ditch the endless email chains and boring meetings. Real creativity happens when everyone’s in the room—even if that room is virtual:

• Real-Time Tools: I swear by digital whiteboards and collaborative apps that let us sketch, annotate, and riff on ideas together. It’s all about that instant feedback and spontaneity.
• Open Vibes: Instead of a formal feedback cycle, I set up a Pitch room on Pitch.com or a Google sheet, where ideas are bounced around freely. Make sure the client finds it easy to use this as well!!This isn’t just project management—it’s a creative hangout where every input counts.

It’s all about making the process feel like a shared adventure, not a one-way street.

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Tech That Brings Ideas to Life

Technology isn’t just for efficiency—it’s a playground for creativity:

• AR Previews & Interactive Prototypes: Let clients see and even “feel” their future brand through augmented reality and clickable prototypes. It’s like stepping into the design before it’s even finished.
• Visual Dashboards: Who needs spreadsheets? I use dynamic dashboards that track progress visually, so everyone’s on the same page without the headache of endless updates. Notion is perfect for this. Having their own project dashboard makes things more organized and when it comes time for the final handoff youre not scrambling to see which final files need to be uploaded. File ‘Final4realzthistime7’ I’m looking at you. 😮‍💨

These tools aren’t about being flashy; they’re about making the process as engaging and transparent as possible.

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Keeping It Fluid and Flexible

A rigid process is a creativity killer. I keep things fluid by always being ready to adapt:

• Iterative Reviews: Regular check-ins aren’t just for accountability—they’re opportunities to pivot, refine, and explore new ideas. It’s about keeping the creative energy alive.
• Empowering Clients: I give clients the reins to choose how they want to engage—be it through live workshops, digital collaboration, or a mix. When clients feel like co-creators, the magic happens.

This fluid approach means that every project can evolve naturally, reflecting both the client’s vision and our shared creativity.

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Why It All Matters

At the end of the day, this isn’t just about a process—it’s about building relationships and crafting something truly memorable:

• Creating Connection: A vibrant process turns routine tasks into moments of genuine connection and inspiration.
• Lasting Impact: When clients are part of a dynamic, creative journey, the end result isn’t just a project—it’s a brand experience that stands out and resonates long after the work is done.

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So there you have it—a client process that’s anything but stuffy. It’s raw, it’s real, and it’s built on the kind of creative energy that only comes from true collaboration. Let’s break the mold, keep it fluid, and build something epic together. Ready to step up your game? Let’s do this.