Check out the technology that Gucci is planning for their customers. Wow.

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Montgomery Scott, from the Star Trek fan site.

You remember when Scotty, the engineer on the Enterprise always came up with a solution to catastrophic damage to the ship in a third the time he told Kirk it would take? Or that he was “givin’ it all she’s got” when Kirk asked for more power and found just enough to save the day?

You can do that too for your users/customers. It’s all a function of expectation and perceived delivery. It goes something like this:

Customer Satisfaction:
Perceived Delivery = Expectations: Satisfaction
Perceived Delivery < Expectations: Dissatisfaction
Perceived Delivery > Expectations: Delight

So it’s fairly easy to manage your customer’s/user’s expectations and then exceed them as long as you make both propositions reasonable and that you deliver a quality product/service in whatever time frame you set.

Let’s say that you can build a site in 3 weeks and you tell your customer that it will take you 6. If you deliver something stunning in 4 weeks, great. But if you deliver something shoddy in 4 weeks, not so great. I’m sure that to get the business, you, your portfolio or your website made promises on your behalf regarding the quality of the product or service that you wold perform for them. Remember that expectations contains many dimensions.

A variant: You deliver a site in 4 weeks when you said it would take 6. Now you customer may have doubts on the value of the product that you delivered, thinking it was something you cobbled together. This is when you’ll have to defend the quality of the product and get them to refocus on the positives of being ahead of schedule.

It’s best to use this practice judiciously as you will have set a precedent for future interactions. The client may be inclined to give you less time to complete a project because you did such a great job beating the last deadline. Take care not to put undue pressure on yourself and your team to exceed their expectations again. You merely have to deliver when you say you will and the result will still be a net positive.

Does anyone have any examples when this worked or backfired?

Seriously.

It’s cool to take a design and develop a system around it. Right now, I am working on brand guidelines for a client that is undergoing a complete rebrand. It started innocently enough…”Hey, can you whip up a sales video for us?” “We need a new white paper design, can you help?”

Before too long, a style developed and the client decided that it was the look of their new brand. Most times, with bigger entities, there is a more prolonged process to defining the look, feel and voice (yes, voice) of a brand before it is deployed.  Small businesses tend to wing it just a little more. With the proper documentation of a project, you can define a brand based on the project at hand.

Many times, a new project helps the business owner(s) define what is important and what their brand actually stands for. When you have that information, it can be fairly easy to extrapolate to a brand standard. So it is with my new medium-sized client.

Todd Moto's Bulletproof Brand Identity Guidelines

Thanks to Todd Moto‘s posting his Bulletproof Brand Identity Guidelines, I have refined my brand guidelines to an easily digestible document that makes brand stewardship approachable and easy to comprehend.

One thing I learned early on is that the brand guidelines or style guidelines document should epitomize the best case scenario of use of the brand. Keep that in mind when you are creating a style guide. Something über modern, cool and sleek like Todd’s might not work for a more conservative organization, so keep that in mind as you are creating your document.

Something else I want to note…brand guidelines are just that. While in the corporate arena, I made my bones pushing, stretching and making the brand go places that it had not gone before. It’s a living document meant to foster creativity, not inhibit it.

I’ll post an image when the document is approved.

Here’s what it did:

• Established me as a subject matter expert
• Demonstrated that I’m interested in their success, regardless of their budget
• Indicated that I have more tricks up my sleeve

Sometimes giving information away is a great way to build trust and perhaps a client. I left the door open to them to work together if their budget permitted. I’ll keep you posted on their response.

I got a call out of the blue from a prospective client that found us on The Google. I love it when that happens. One of the most important conversations you will have with a client is the first call. Like a date, this is where you can determine whether there is compatibility between the two parties.

Here’s what I did:

Let them talk. One of the best things that you can do is listen. Most of my clients are owner/operators and have a lot of emotion wrapped up in their businesses. When you are actively listening to them lay out their business needs, you are also personally validating them. That goes a long way to establishing trust.

When you do speak, couch everything in terms of a benefit to the client. This is the time to process what the prospect has said and turn it into possible solutions. When I asked my latest prospect what his goals were, he said “I need to get some money coming in the door.” This tells me that he is price sensitive and that he is on a pretty tight timeline. I mention that the site that he has in mind is a simple brochure marketing site that will help people find him and pick up the phone to call him. I also said that based on the simplicity of his site (make sure you don’t use the word simplistic), he can be up and running fairly shortly. I also told him that part of building the site would entail search engine marketing which can help drive traffic.

Only promise things that you can control. Too often to get the sale, business over promise and then inevitably, under deliver. Make sure that you don’t fall into that trap. Tell him about your experience with similar clients. Tell her about the results of the project in emotional terms “You’ll have a site that you can be proud of”, “you’ll be well-represented on the web”. Specific numbers or results or dollar figures are out of your control and you’d best avoid giving them any specifics there.

You can offer information about past projects, but be careful to inform them that their results may vary.

Take them through the process. Your diligence and thoroughness as a creative professional is an asset. Briefly take them through the process and let them know how much thought will go into producing their web presence. Communicating your understanding of strategy and audience sets you apart from the run-of-the-mill designer.

Don’t weaponize your knowledge. Using acronyms, professional terms or idioms will only alienate your client, especially over the phone.

Give them a ballpark price. That’s the real reason that they called. The whole time that you’re talking, they are thinking, “This sounds great, but how much will it cost?” Prepare their expectations for what’s to come. If they want a proposal, then you’re looking good. Why blow it with sticker shock? Give them a ballpark and let them know that it is a ballpark figure. Chances are while you were talking, you had already formulated a price in your head. : )

Avoid yes or no questions. When I gave him the ballpark price, I asked, “How does that work with your budget?”. It implies cooperation and doesn’t put him/her on the defensive. Open-ended questions require more thought and you’ll get more information about how this project is going to work for both of you.

Recap and thanks. Tell them what to expect next and do it. Then thank them for calling and smile when you do so!

Hopefully, you can work these principles into your next First Contact conversation and generate a very favorable result.

Remember the traveling salesman that would put his foot in the door to keep it from being slammed in his face? Your emails can be like that, albeit a little more welcome.

You or your creative professional can design an email that is compelling and cross-platform compliant, but it is the subject line that makes or breaks a campaign.
The key to success is managing the recipient’s expectations when the email arrives.

Before anyone opens an email, they ask themselves the following questions:

Who is this?
Make sure that your email subject line identifies who you are and your relationship to the user. A line like “Thanks for signing up for the M19 MEDIA mailing list” properly identifies you to the user as someone that they know.

Why are you contacting me?
People generally don’t like surprises and are leery of opening emails for fear of viruses and all sorts of other bad things. Give them a specific sense of what the email is about before they open it. “Claim your small business social media marketing report for signing up with M19 MEDIA” let’s the user know what they can expect to find when they open the email.

How did you get my email address?
Many email marketers take too long to respond to people who sign up for their email mailing list. That time lag can allow your user to forget all about that form that they filled out on your site. Make sure that, even though they opted in twice, that you send them a reminder within a day or so to remind them that they did. Here, you can use the email client’s preview pane to accomplish that goal. Many email clients will display the first sentences of your email and here is where you can lead off with the reminder that they signed up in the first place.

What do you want?
Make sure that your offer or Call to Action is displayed in the subject line. Tiger Direct does a good job of putting some of their specials in the subject line. So even if I am not interested in a 21″ monitor for $200, I know that the email is about their special sales for that week. “Thanks for signing up for M19 MEDIA’s mailing list. Your 30% coupon is ready!”

Why should I care?
Your email subject line should that be relevant to the audience that is receiving it. This means that you may have to segment your list so that everyone gets an email that means the most to them. “Solve your small business lead generation with this white paper from M19 MEDIA.” should get the attention of a small business owner that is struggling with lead generation. That person will likely open my email.

Some other considerations:

Make the Call to Action time sensitive. Emails that feel urgent or require immediate action usually get opened more quickly, especially if the email arrives soon after the user signed up for the email newsletter.

Avoid spammy words. This should be easy when you are customizing your email subject line to resonate with your audience. Here is a list of words/phrases to avoid.

Stay tuned for a post about email content!

This prospect has a great concept to take their brand’s product to the next level and wanted to discuss with me how to go about getting into the mobile app arena. They said that they have ideas that they wanted to keep secret. No problem, I responded, I will bring along a standard NDA (non-disclosure agreement) so everyone can speak freely. After a nice preliminary discussion and a few moments of wrangling over just what the NDA was supposed to protect, I finally said, “This document is designed more for your protection than it is for mine. ” When I began to volunteer advice about how best to tackle their problem, the owner of the company set the NDA aside and said “I don’t need this. I trust you.”

The reason for this post is that, yes, in the information age, information is power. Many people then guard information so closely that they come off cagey, vague and shifty. Not the best way to build trust with your client.

Establishing your expertise is one of the best ways to build user/customer/confidence in your brand. So how better to establish your expertise than giving away some information for free. Demonstrate that you have expertise to spare by being free with your knowledge. Don’t be threatened by sharing what you know because the implication of sharing is “what can they do if they really tried?”

So if you have a client that needs some free advice on a subject you know a lot about, do them and yourself a favor and just give it to them. You’ll be helping to win over a new fan and perhaps sales and referrals down the road.

This has been an issue with every freelancer in his/her career, and it also resonates with my small business clients. How do I get what I feel I am worth?

The simple answer is that you have to ask for it, be prepared to negotiate a little, and then move on if you don’t. But of course, there are some mitigating factors at hand:

The economy is still terrible for nearly everyone. Many businesses don’t feel as though they have the money to spend on design and strategy. My counter is that this isn’t a spend per se, but an investment. An investment in new customers and adding to their bottom line. Most small business owners don’t realize that when the market is sour, this is the very time to invest in marketing. While others are pulling back, your brand can be front and center and will reap the benefits of that exposure when things get better again.

There are so many free website plans out there. That’s a tough one. How can anyone compete with free or nearly free? Quality. Unless this particular client is a designer him/herself, chances are they will build a site that looks like it was built with a wizard. They don’t understand usability. They don’t get information architecture. They probably don’t know what their marketing strategy is or how to implement a multi-channel campaign. That’s where the service professional has an edge. Offer (and deliver) on quality, backed by expertise and experience.

People don’t value what I do. That can be true, but give them an example that they can relate to. Ask them about their favorite commercial or website. Let them know that it is quite likely a team of people worked on that site to make it that great. Let them know that it takes a lot of know-how (know-how that they don’t have) to make advertising effective and worth the cost.

So here are some things that you can do to get the dollars you want:

Emphasize your talents/skills. Make sure that your skills are on display on your website or on your business card. Your site should be a showcase of your abilities. If your site is impressive, then it will be easier to get to “yes” from your prospective.

Sell your services as an investment, not an expense. Focus on the results of the design plan. Remind them that you’re there to help them make money/get new customers/build their brand. Make everything you do about THEM, not you.

Have a contract. Contracts let people know that you are a professional and not to be taken lightly. Here is a sample contract to get you started.

Have an elevator pitch. Something short, sweet and to the point. Make a declarative statement and then provide two – three reasons that make that statement true:

XYZ Design is a full-service, multi-channel design and strategy firm. We handle digital projects, mass media design and marketing strategy for business just like yours.We’ve won a couple of awards for our work, and while we’re proud of that, we focus on the results we get for our clients. Our strength is in integration. We make sure that your brand/message is consistent regardless of the medium.

It will make you sound more polished and ready to get down to business.

Be prepared to give. A little. No one wants to be stonewalled when negotiating price. Build in a little cushion in your price and then be prepared to hand that over as a carrot in the negotiation, if there is one.

Walk the walk. This not a license to be arrogant, but through your body language and the words that you choose, that you are helping them, not the other way around. You have the expertise, not them. You have the skills, not them. Remind yourself of that before you walk into the meeting.

Get more work under your belt. I gave away sites for a long time, and still will barter services if there is a new technology/technique that I’d like to try. The more you do, the better you become at it. You’ll be able to go through your mental library and bring up a project that is similar to the one that you’re proposing. Just like surgery, you want the guy who’s done this many times before.

Get testimonials. Sure, you can say all the right things, but clients like to hear from other clients about your services. Have testimonials on your site. They do go a long way.

Get referrals. My business runs on referrals. Once you have a client that is happy with your work, create incentives for them to refer you to others. Offer them a free layout of a new flyer or business card if they bring you a customer that signs a contract. You can actually charge the new person a little more because you already have the leverage of enhanced reputation and a recommendation from a person that they trust.

While I am addressing this mainly to creatives, small business clients that are looking for their services would be well-advised to look for these characteristics when selecting a provider.

I ask a prospective client about his/her goals, and they invariably say something along the lines of “increase sales” or “get more customers”, but many small businesses don’t have a clue about how to keep the customers that they have or improve the relationship that they have with them in order to make them more than one shot deals, or, better yet, get valuable referrals from them.

It’s a known fact that it’s cheaper to keep a customer than it is to get a new one, a fact that is lost on many small business owners.

The Customer Relationship Life Cycle

Essentially, the Customer Relationship Life Cycle works like this; every customer goes through these stages of engagement with your brand:

• Awareness
• Engagement or Exploration
• Familiarity
• Commitment
• Separation

Each of those stages is an event and requires event marketing. This is not to be confused with a Back To School sale or a newspaper ad for Mother’s Day. This is about the events on the Customer Life Cycle.

The basic idea is to keep your customers in the Engagement/Commitment phases as long as possible. It used to be a time where people became loyal to a brand because that brand was what they grew up with or was the only game in town. Not so any more. There is competition from all over the globe to provide the kinds of good and services that you do.

So you have to have a plan. Here are some key concepts to remember:

Acknowledge Engagement

Small businesses need to have a strategy to deliver a message to each customer when they reach a certain engagement milestone on the Customer Life Cycle. What do you tell a person when they make their first purchase? Their tenth? Their fiftieth? Or if they haven’t made a purchase in a very long time? Each of those events is an opportunity to deliver a customized message to that particular customer that a) acknowledges the event, b) thanks/rewards them for the behavior that led to that event and c) creates an incentive to continue said behavior. Keep doing this and that customer will advance onto the next stage of the Customer Life Cycle.

Create Customer Evangelists

So when you have rewarded a customer to the point that they are in the Commitment stage of the Customer Life Cycle, something wonderful happens. They start telling their social network (friend, family, coworkers, Facebook, Twitter) about the wonderful relationship that they have with your brand. Think I’m kidding? Stand in a group of men and tell them that you are looking for a mechanic. You know the response that you’ll get. Each of them will tell you that “their guy” split the atom.

Now you have a “sales force” working for you, bringing you even more business.

Develop a Multi-Channel CRM Strategy

Sit with your creative/marketing people (insert shameless pitch for M19 MEDIA here) and devise a plan to communicate with your customer base on a regular basis. Email is the cheapest way to do so, but don’t forget the other channels, like direct response mail. If you have a storefront, you can use postcards to bring them in. Likewise with lo-so media, like Foursquare. Create incentives for repeated check-ins or purchases. Or, if your base is small enough, call them! Whatever you do, communicate your gratitude and you’ll keep those customers for life.

Now we have been working with some pretty traditional stuff but giving it a whole new twist with Facebook’s ability to mircotarget audiences and drill down to that set of people that will really respond to the marketing message. But now that we have the audience and they are ready to follow the call to action, what do we do with them then?

As I mentioned in the last post, we’re looking for conversions. And in this scenario, the conversion occurs when the user clicks to read an excerpt from Cal’s book. The hope is that the reader will then continue down the funnel and choose to purchase a book. When I started tracking the conversion rates, the numbers were fairly low. We needed a way to get people to perform the call to action.

Enter design and usability!

One of the things that I noticed first was that when users got to the landing page, that they were going straight for the top-level navigation. Under normal circumstances, that would be a good thing, but I wanted them to click a button further down the page. The client didn’t have the budget to build a dedicated landing page, so a page within the site would have to be modified.

Here is the landing page:

One little design element can make all the difference!

You’ve seen this before in my last post. What is new from the other version is the large badge in the bottom right corner of the first read image.

Chances are, the user will be attracted to the image first. Remembering the lessons in usablity from the web, I placed the badge in the lower right corner, where people tend to look for calls to action. The badge tell them “Right here! This is what you’re looking for!”

So far, conversions are up nearly 50% from a 14.29% goal completion rate just last week to a 24.19% goal completion rate today. Just from one little badge.

Sales are up, too. The numbers are still small, yes, but there was a whopping 850% increase in sales from the week before the change to the week after. Can’t argue with those facts. I’ll keep monitoring the stats and report back.

So when you are looking for a creative provider, make sure that they understand those tenets of usability, task-oriented design and the analytic that drive strategic creative decisions.