Client Acclimation Framework

Ramping up on Client Accounts Series:

Part One | Part Two | Part Three


Gathering more information about your client’s business, industry, and markets can be tough. This is the Client Acclimation Framework which should help you process client accounts within a 2 day working period. At the bottom of this post there are 2 resources: 1. Client Acclimation Framework Infographic, and 2. Client Collaboration Questionnaire Google Doc

Client Collaboration Questionnaire Google Doc

Design Exercises

Getting all your client stakeholders on the same page can be a difficult thing to do. I’m sure we’ve all had those clients that go back and forth in design cycles eating up precious time in a web project. Here are 6 different exercises you can perform with your clients to help get stakeholders on the same page before design cycles begin. Download the resource below.

A Guide for Custom Web Proposals – Download

Custom web proposals can take a lot of time and effort to create. In addition, there’s no guarantee that you’ll win the business by writing a custom proposal. I’ve put together a formula for creating bespoke web proposals. My hope is that it will help you produce better creative material to send to your prospects. Therefore, potentially winning better and bigger clients. Download the resource below to follow along with the podcast episode Creating Custom Web Proposals.

Links from E8: The Flexible Strategist

Hey guys, here are some of the links that we talked about in Episode 8: The Flexible Strategist (Strategy Talk with Matt O’Bryant)

  1. Hot Jar: https://www.hotjar.com/ – heat maps, analytics, conversion funnels
  2. Treejack by Optimal Workshop: https://www.optimalworkshop.com/treejack – information architecture testing
  3. 20 Second gut test: https://clearleft.com/posts/354 – getting a feel for your client’s design aesthetics.

Enjoy!