Helping Your Cause | Helping Clients Prepare for their Marketing Project
February 01. 2008.

When asked to provide as many details as possible, client’s can mistake this request as a ‘blow-off’, or ‘pull a number and get in line’ type of response to new business.  Though this process can be a means of qualifying projects (and it certainly is), having details about a project allows a marketing agency to get more intimate with the project and truly understand what the client is after.  You see, a client doesn’t have to understand CSS, or be a usability expert or even know what Flash can or can’t do, they simply need to be able to convey their thoughts and intentions like a good little business should.  Is this too much to ask?  Certainly not.  I think many agencies will tell you there is a higher correlation with businesses that write their intentions down on paper and good projects, than those companies that provide a minimal amount of information. 

Having clients come back (after the agency’s request) with a detailed project overview or RFP is a good qualifying process, because it will give you some great clues as to how they are looking at this project.  Are they sending a minimal amount of information it to 15 different agencies - solely after the lowest bid? Does the company have a good understanding of the services they are asking for? Or, is their information riddled with assumptions and ommissions (that will most certainly be needed)?  Is the client trying to over-simplify a very complex project?  Does the client have good business sense?  Are they able to articulate their needs even though they may not be familiar with the particular arena, online marketing, web development, SEO?

There is much information to be gained by this initial communication process.  While it is not our job to make the process of hiring an agency or consultant a painful process, or create unneeded hurdles, but getting details on paper and coming to a better understand of the project’s deliverables and goals will absolutely make your life easier in the long run.  And it will also help you to be a better judge on leads and their potential to be a good project.

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