STEP BY STEP HOW TO RUN A DESIGN CLIENT KICK OFF MEETING

 

The kickoff meeting is an essential step in the design process as it allows the project team to establish clear communication, set expectations and gather key information from the client.

 

Read in my blog more information by each step : 💥www.hobbytosmallbusiness.blogspot.com
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The kickoff meeting generally fits into my workflow here:

💫initial (paid) design consultation

💫preparation of fee proposal

💫acceptance of proposal and contract signing

💫send our client’s welcome pack and on-boarding client questionnaire

💫existing conditions survey

💫run kick off meeting

***you can get templates for these documents in my shop if you need them...

1.SCHEDULE FOR THE KICKOFF MEETING

• Decide who needs to be at the kickoff meeting
• Identify a suitable date, time and location for the meeting
• Location could be your office or the client’s home or site
• Notify all relevant parties of the date and time, including the client, design team members and any other stake holding
• Give plenty of notice
• Ensure availability of necessary resources, such as meeting room, presentation equipment and/ or material

2.PREPARE MEETING AGENDA AND MATERIALS

• Develop a meeting agenda that includes the key topics to be discussed

• Send out the agenda prior to the meeting
• See an example agenda on next slide
• Gather all relevant project information, including client requirements, project brief/scope, site plans and any other relevant documentation
• Prepare visual aids, such as presentations or mood board, to facilitate discussions and clarify the process
• Make sure someone is responsible for taking notes during the meeting or use Otter AI to do this for you

 

 

3.RUN THE MEETING

• Begin the meeting by introducing all attendees and explaining the purpose of the kickoff meeting
• During the meeting make sure to cover:

    -the project overview, including the project goals, objectives and scope

    -the project timeline

    -the client’s vision, preferences, and specific requirements for the project

    -clarification on any ambiguous or unclear information provided by the client

    -initial design ideas and preferences

    -any questions or concerns raised by the client

• Document key decisions, action items and next steps

 

4.FOLLOW UP ACTIONS

• Compile meeting notes, capturing all important discussions, decisions and action items or Otter AI can create a transcription for you
• Add the transcription to ChapGPT to generate a meeting summary, action items and next step
• Assign responsibilities for each action item and set deadlines for completion
• Share the meeting summary with all attendees
• Ensure ongoing communication with the client, addressing any additional questions or requirements that may arise after the kickoff meeting

 

 

 EXAMPLE MEETING AGENDA

💫 Introduction and welcome

💫 Review of project objectives and scope

💫. Presentation of project brief and client requirements

💫 Discussion of site plans and existing conditions

💫 Clarification of project timeline and milestones

💫 Explanation of the design process and designer vs contractor vs client roles

💫 Open discussion and Q&A

💫 Next steps and action items

 

Read in my blog more information by each step :💥 www.hobbytosmallbusiness.blogspot.com
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WANT TO GROW YOUR DESIGN BUSINESS

 

WANT TO GROW YOUR DESIGN BUSINESS 

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 THEN STOP DOING THESE…

                💢Relying on word-of-mouth referrals

      While referrals and word of mouth are powerful tools, they shouldn’t be your only marketing strategy.

The lifeblood of any growing business is a steady flow of new leads. If you’re not consistently putting effort into generation new leads your business growth will stagnate.

Lead generation should be a daily non-negotiable and not something you focus on only when business is slow.

  💢 Under pricing your services

       While it me seem counterintuitive, under pricing your services can actually deter potential clients.

It gives the impression that your work is less valuable or lower quality than others they will be pricing you against. Being the cheapest in the market won’t win you more work.

It’s actually more likely to put people off as they will question what’s ‘’wrong’’ with you.

 

  

💢Ignoring social media

      If you’re not actively sharing your work and what you are up to behind the scenes you are likely missing out on a significant pool of potential clients.

The power of visual storytelling on Instagram, Youtube or even Linkedin can exponentially increase your reach.

If you aren’t ‘’good’’ at social media then take proactive action and learn how to get better.

Remember- everyone starts with no followers and has no idea what they are doing!

Teach yourself!

💢Not providing real value

       Value in interior design is about understanding your client’s need and tailoring designs to enhance their lives.

If you are focusing solely on aesthetics without considering how your designs solve problems, improve functionality and reflect personal style, you’re likely failing to deliver the real value clients seek.

It’s your job as their designer to think through both aesthetic AND functional problems and create solutions. That’s what they are paying you for.

💢Neglecting the importance of technical skills

      While talent is essential, interior designers require a solid foundation of technical skills.

These include understanding space planning, technical drawing, lighting design, building codes, software skills, client management and heaps more.

It’s unethical to charge clients’ money while you attempt to ‘’learn on the job’’

If you lack technical skills, you should be investing in your professional education and upskilling in your areas of weakness. It’s your responsibility to know how to successfully run a client project from start to finish.

 

 SO IF YOU WANT TO GROW YOUR BUSINESS:

💥do daily lead generation even when you’re busy

💥start charging properly

💥put in effort to learn how to use social media effectively (and then post every day)

💥put effort into providing proper value to your clients. Solving their problems with your design

💥only start charging clients when you know what you are doing+ have the technical skills to back it up

 

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www.hobbytosmallbusiness.blogspot.com
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#content #contentcreator #contentcreation #hobby #hobbytosmallbusiness #smallbusiness #smallbusinessowner #productivitytips #grace #business #businessowner #online #onlinebusinesssuccess #onlinebusinessopportunity #onlineshop #onlinebusinesssuccess #letteragreement #canvas #moodchallengechallenge #interiordesign #freetools #freecreator