Thread by @Adam_McLaughlin

Systems to build QUICK confidence with potential #WebDesign clients:

1) Quote Request Form
2) Confirmation Email / Thank You Redirect
3) Discovery Call Process
4) Quote Delivery

1) Have a quote request form AND INSIST NEW CLIENTS USE IT.

No more quotes over the phone, ballparks, or email requests.

If a client can't take 4-5 minutes out of their day to answer 8-10 questions, it's not worth your time to try and work with them.

This sets and standard for how you'll work with the client moving forward.

If they know you have a process, then you're already ahead of the guy who will ballpark them a quote over the phone.

If they want to work around the process, you've already identified a red flag.

Find the balance that makes it easy for them to use (no awkward or vague questions) but also gives you enough info to go into their discovery call with some background.

8-10 questions (contact info, current URL, and the action their visitors should take).

2) Confirmation Email / Thank You Redirect

This is THE BIGGEST missed opportunity for most people, and a big change I'm implementing on the next version of my website.

Since you have people's attention WHO JUST ASKED TO DO BUSINESS WITH YOU...

...create a video and embed it on the "Thank You" redirect that introduces your agency, your service model, and 1 or 2 FAQs so the viewer already starts to get familiar with who you are.

Send out the confirmation email with a "Here's what we're all about" section.

DON'T WASTE THIS OPPORTUNITY WITH A "Thanks for contacting us. We'll be in touch shortly."

You can build so much more trust with the client by leveraging this moment.

(Plus it's totally automated. You're building familiarity with ZERO effort).

3) Discovery Call: Explain, Ask, Answer

You might have a system already knowing that you ask the same 5 questions, but the client on the other end might not realize you have a system - It might be so fluid for you that it seems casual.

so, EXPLAIN:

Hey Client. Here's what the process for the next 20 minutes looks like.

I have 5 questions for you based on your quote request information, then I'm going to tell you a bit about our model.

After that, you can ask questions and I'll send a quote this afternoon if were a fit.

Having a system without saying you have a system is missing an opportunity to let your client see that you're being intentional. Start with explaining.

Here are 6 things to ask on a discovery call:

https://twitter.com/Adam_McLaughlin/status/1523705581365776386?s=20&t=zSMg0TRlHg5V-am13JT_OQ

4) Quote Delivery:

On your discovery call, let your client know when you'll submit the quote. I like this to go out same-day, but if it's the end of the day when we're doing the discovery call, then the next day works.

Have a quote template - not copy and paste text in an email, but a designed quote (like letterhead) with your logo, their logo.

I've had clients asking how big our agency is. It's just me (and amazing contractors). This is the impression I want to give: a team with systems.

Your quote is the last step before the client decides to work with you. Use the language they used in their discovery call. Listen for things like:

• Expanding
• Pivoting
• Growing
• Evolving
• Updating
• Diversifying

Incorporate what you hear into your quote.

AND...

...while you're going through this process, here are 5 things your client doesn't want you to know before you give them a price, AND how to get them to tell you:

https://twitter.com/Adam_McLaughlin/status/1527242691364507656?s=20&t=CfOuqGD1TP310ejjCxcLVw

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