Ask Nubby #39: How Do I Determine What My Clients Want?

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How do you create something that your client will love? Especially when they don’t know what they want at all? Their answers to my questionnaires are vague and their feedback on my designs are all over the place! What is your process to help clients that don’t have a clear direction?


When designing for clients, it’s important to remember that not everyone has a strong design sensibility. They are expecting you as the designer to be a voice on what’s relevant and appropriate for their brand. Remember that you’re being hired for your skillset and knowledge. Though, of course not everything should fall squarely on your shoulders. After all, you’re not a mind reader! The good news is that when pushed and prodded, most people do have an opinion. Perhaps they just don’t know where to start. Sometimes, formulating what you want into words for the first time isn’t that easy — maybe all a client needs a healthy dose of visual inspiration and an explanation of a few terms to get the ball rolling.

It might take a little work to get the responses that you’re looking for but think of it this way: as an example, most people don’t walk into the hairdresser and say, “Oh, do whatever you want. Any cut is fine!” To determine what exactly a client is looking for, here are a few strategies that you can employ.


1. Keep using the questionnaire.

Firstly, you are doing the right thing by implementing a questionnaire. I recently came up with my own version and it’s meant to serve as the equivalent of a quick coffee date. In basic terms, it’s saying, “Tell me about your business. What do you want to accomplish with your branding? Who do you want to reach? And finally, what inspires you?” A questionnaire is great because often, clients don’t know how much or how little information to supply to you about their brand. These questions get the ball rolling and provide a guide of where they need to open up their dialogue. If your current questionnaire isn’t working, step back and re-read your questions. Are they more of a statement than a question? Are they too wordy? Are they focusing on too many unknown factors?


2. Ask your clients for examples of what they like.

Yes, this is broad, but inspiration comes from everywhere. Perhaps they have a penchant for branding that they’ve seen somewhere else, an editorial layout from their favorite magazine, a movie still, an album cover, etc. Together, a collection of images can provide obvious visual cues for a designer to pull from. If they don’t know where to start, I provide a list of relevant inspiration sites. You’d be surprised at how well this can work — often by the next day, I’ll have an email loaded with twenty great images!


3. Always do your own visual research.

No matter how much information a client provides for me, I always do my own visual research before starting the design process. In the initial presentation, there are two sections. The first features a handful of design concepts and the second contains visual research. This serves two purposes; it shows them ‘what’s out there’ and also, if they aren’t connecting with the options that you’ve provided, they can hopefully pinpoint something in the research that does resonate. That way, you have a starting point for the next round. I should mention that at the agencies I’ve worked at, the research decks are much more extensive. But for a logo especially, I try to keep it simple by presenting my ideas, backing them up not overwhelming the recipient in the process!


4. A little explanation goes a long way.

How do your visual solutions relate to the client’s business? If any of your ideas are more abstract, take the time to include a few sentences. And remember, the more confidence that you have in your outcomes, the more confidence the client will have in you.


5. Don’t Overwhelm.

It’s good to show a variety of options in the first round but if you show too many, clients may feel overwhelmed. Remember that quality is much more important than quantity. Save your energy to really branch out on the options they show an interest in after the first round. Otherwise, you run the risk of showing all your cards and wasting way too much time only to have nothing chosen!


Finally, Don’t Stress.

All clients are different. And let’s face it — we’ve all had times where we thought we knew what we wanted but once it was fleshed out and sitting in front of us, it just didin’t feel right. It’s hard to believe but sometimes you’ll nail a concept in the first round and other times, you’ll hit round three without a final solution in sight. Overall, what I’ve noticed is that the easy and hard jobs tend to balance out. Being a designer isn’t all about designing — often, it’s just as much about the process which includes listening to your client and doing your research. Hopefully, these tips will help you reach a conclusion that makes both sides happy.


Designers, do you have any suggestions about how to handle client uncertainty?


10 Responses to Ask Nubby #39: How Do I Determine What My Clients Want?

  1. Annching says:

    Great pointers! I’ve been sending out client questions, but I’m definitely going to work on developing a questionnaire. And you’re 100% right about the balance between easy and hard jobs.

  2. Melinda says:

    When I work in the Framing Department at Hobby Lobby, I ask people what they don’t like as well. I know it seems negative, but in the design sense of Framing, knowing that people DON’T like large gold ornate frames, it really does help slim down the selection.

    Even though Graphic Design is different from Framing Design, I always ask my customers if they are ok with the selection, because you never know what the person is thinking since half the time they are going to keep quiet and not tell you what they think out of being polite.

    Last, sometimes the customer will choose and option you are not sold on and will stick their fingers in their ears and not want another choice. Half the time you just have to grin and bear it, even if its not what you think they should choose. Upsetting yes, but it does happen.

    Melinda

  3. Lauren says:

    These are all great points. I’m quite worried about having to deal with clients once I start a new job, since dealing with my current bosses is often a struggle (NO MORE CLIP ART PLEASE).

  4. Erin says:

    Helpful! Thank you! I’ve done the pushing and prodding thing and it has finally resulted in a more specific direction. I also think the confidence factor helped the client calm down a bit. When I started to say how much certain elements of the design rocked they started to feel more comfortable and let go of their indecisiveness. They also seemed more eager to give me even MORE feedback which was helpful. It was just plain helpful to hear that the easy and hard jobs even out. I have been spoiled with “easy” jobs for a while.

    Thanks again!!

  5. Nubby says:

    Annching: My conversations with clients up until recently have been much more casual but lately, I’ve been asking myself what I can do to make the design process more clear and organized. It’s important for a client to know that their voice has been heard, no matter what the final outcome is.

    Melinda: Well said. A (paying) customer has the final say and sometimes they don’t make the best choice but as long as you’ve given them your professional opinion, you’ve done your part. Thanks for your consistent and thoughtful comment contributions!

    Lauren: Stand up and just say no to clip-art (unless you can customize the hell out of it). Each new job is a great learning experience, take it in stride!

    Lola: You’re too sweet. I’m going to have to go the book route….because going back to school AGAIN would kill me. Two degrees and a huge chunk of my 20s spent toiling away in school was enough to last a lifetime (or few). NEVER AGAIN. Hahaha. A masters in design sounds like a luxury. From here on out, it’s the school of hard knocks!

    Erin: Glad to hear that pushing them has helped with getting the information you needed. Sometimes it’s difficult for a client to know if they’re making the right choice when there’s upwards of 10 great options in front of them; a little explanation and a lot of confidence go a long way!

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  7. Lucinda says:

    Try to discern the design direction is one of the most important parts of a design project. Get it wrong and you won’t meet the client’s expectations.

    I find questionnaires are a great place to start. I like to include a few ‘psychological’ questions – e.g. when you think about your brand what words/colours spring to mind – to see if it changes what the client is saying. For very stiff clients I might do 3-4 quick category-specific mood boards to ascertain which direction appeals to them most. Clients may not know what they like but they ALWAYS know what they hate.

  8. Mage Amor says:

    Hi, I’ve only recently come across your blog and I’m enjoying it. Even though I’m not in the business of design, I found this useful. I’m a painter and I’m considering expanding my work to involve more commissions, and your suggestions are really helpful because clients often have no idea what they want and just ask me to use my imagination. Of course I could use my imagination, but that doesn’t mean they’d be happy with the end result! So I’m sure I’ll be using some of your tips, especially when it comes to asking for examples of what they are visually inspired by or drawn to.

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