We all know that customer satisfaction is critical to the success of a freelance web design business. Even more critical is your own satisfaction. Engaging with the right web design clients for you — and only the right clients — is one way to facilitate that.
Determining if a potential client is a good fit for you starts with three steps:
1. Describe your ideal client.
Take a moment to craft a description of your fantasy clients. Attributes might include geographical, cultural, entity type or size, types of products/services offered, or audience served.
2. Know your evaluation criteria.
Establish criteria to identify those fantasy clients, then evaluate against that list. My criteria include both tangible and intangible factors. Some are non-negotiable deal-breakers, while others are “nice to have” and I may be willing to consider an exception or compromise.
3. Have an evaluation strategy.
My goal is to rule out bad-fit web design clients as soon as possible. My strategy:
- If it’s not the right fit, find a graceful exit ASAP.
- Rule out most mismatches with pre-work.
- Solid reason for rejection? Explain it so the client knows why.
- Good opportunity to make an exception? Consider it, but don’t feel obligated to do so.
- Viable alternative? Suggest it. Even if you can’t work with them, the potential client will appreciate your guidance.
Evaluation criteria for web design clients
Here’s my list of evaluation criteria. Your list might differ, but go with what works for you.
Client vocabulary and phrasing
It’s very likely a no-go if the client:
- “wants the best” but has a very limited budget.
- starts the conversation with a barter offer.
- asks “How much will this set me back?”
- promises visibility in lieu of payment.
- says, “This ought to be simple — I’d do it myself if I had the time.”
- wants me to promise I can deliver first-page Google results.
- claims, “I don’t know how to describe it but I’ll know what I like when I see it.”
- makes inappropriate political/social commentary.
Unrealistic budget expectations are a deal-breaker. Nonprofit or other special case? I might be willing to consider a discount, but if they want it free, we’re done talking. Large bidding competition with multiple contenders? I’m not willing to underbid to get work.
I specialize in WordPress, so if someone wants a Joomla! site, I’ll refer them to a local peer with that expertise. And call me a snob, but I won’t work with certain hosting companies. If a client refuses to move to one I trust (GoDaddy being first on the list), I might not be willing to put up with the current provider’s poor performance and inept tech support.
Strategic positioning within my portfolio
I want to work with web design clients who offer products and services I believe to be of value and offered ethically.
I won’t take someone who is a direct competitor of existing clients, or with affiliations that might cause others to make assumptions about my own beliefs. In our town I know many who run for office, and won’t manage campaign sites for any in competition with others I know.
I rarely take clients outside of my major metropolitan area. I want to meet with them in person, refer work in both directions, build a partnership, and have the ability to chase them for payment, if needed. Exceptions are unlikely, but possible if they are located somewhere that I frequently visit. If I can make a solid local referral, I will do so. Otherwise, I’ll provide input about how to find a local designer.
I prefer to work with solopreneurs, or small businesses with fewer than 10 employees. As an example of a rare exception, I agreed to design a site for our local Rotary chapter with 80 members. I’m not a member, but more than a dozen of my web design clients are, they know me, and they trust me.
Length of engagement, and potential for ongoing work
I prefer long-term engagements and rarely take on short-term projects with no opportunity for maintenance or ongoing work. Ideally, clients have additional billable work for me, such as social media, newsletter or print collateral.
Level of trust
It’s torture to work with those who don’t trust my professional expertise or understand my expectations. Are they eager to learn more about me to be sure I’m a good fit for them, or are they just anxious to hire the first web designer they find? Are they looking for a contractor, or a business partner?
Why waste valuable time with a client who doesn’t have a solid business plan, a vision for their business, and a strategy to market their expertise? As a bonus, I’m looking for web design clients with measures and goals for site improvement.
Basic technical understanding
While I don’t expect clients to be proficient in design or programming, I do expect realistic understanding of what is possible. Unreasonable feature requests coupled with severe budget or schedule constraints are a recipe for failure.
I want the option to play matchmaker, and recommend this client to friends, family, or business associates — and vice versa. I’m most drawn to those who share personal or business connections that could be mutually beneficial, and will improve our reciprocal loyalty. The best connections are often those shared with my Power Partners.
My ideal clients show a willingness to be flexible, are open to suggestions and negotiation, have good communication skills, and don’t annoy me from the start. A good sense of humor is a bonus!
It’s all about job satisfaction
I know that if I take mismatched clients, I’ll wind up unhappy while doing the work, I’ll feel under-compensated for my efforts, and it might even result in work I don’t want to include in my portfolio. By making careful choices to work with the clients who are the best fit, my overall results — and satisfaction — will be better.
What are your key criteria when taking (or rejecting) clients? Let us know in the comments.
|Client vocabulary & phrasing||
|Strategic positioning within my portfolio||
|Length of engagement and potential for ongoing work||
|Level of trust||
|Basic technical understanding||
Also published on Medium.