If I didn't have a process, I wouldn't have a business. It's important for me to utilize a step-by-step process in order to consistently produce results for my clients. By following the outline below I am able to create impactful projects that meet (and hopefully exceed) the goals set while developing the project. The length of each step will vary by client, depending on individual needs and the scope of work, however all steps are crucial to the success of a project. Take the time to read about how I work, or read a case study to find out how this process has been successfully implemented in the past.

Step 1: Let's Chat

It all begins with a conversation.         

          I want to learn about the potential client, their business, and the problem(s) they are looking to solve by working together. The "Let's Chat" button (there's one just below) links to a series of questions that introduces the potential scope of work for the project, the project's impact on the business, and the type of work I may be completing for the project.

Here are the questions on the questionnaire:

  • Basic contact information

  • What do you do and why does it matter?

  • Who is the target audience for this project?

  • Where and how will the work I do for you be used?

  • What is the main problem or area of concern that is addressed by this project?

  • What does success look like for this project?

  • What does failure mean for this project?

  • Why do you want to work with me specifically?

          All of these questions help lay the groundwork for further conversations about specific goals and outcomes that this project will achieve. Next, I'll take the information provided in the questionnaire and begin building a proposal for the project.


Step 2: Formulating A Plan


          Once the form has been submitted and I have reviewed it, there will be a deeper conversation about the client's business and specific goals for working together. Every client has different needs and milestones they are looking to achieve, but in general, I'll be looking to learn about:

  • Specific goals related to the project (revenue generated, site traffic, # of leads generated, increased conversions, etc.)

  • Projects (if any) that have been completed in the business' past that are similar to the current project, and the successes and failures associated with that project.

  • The business' brand guidelines

  • Any key dates associated with the project (such as an event, a product launch, campaign kickoff, etc.)

          This stage of the process is focused on clearly outlining the desired outcomes and what their impact on your business will. You know your business and your audience best, and I know how to create the digital work the best, so let's leverage our strengths and come to a proposed solution.

          Once our conversations around goals and outcomes is complete, it will be my job to come forward with a proposal that meets those goals in the best possible way. I'll present this proposal for approval, and if you like what you see, we will sign a contract and begin the best part of the process (in my opinion) - execution.

Step 3: Execution


          For me, this is the fun part. This is what I love to do, and it's what gets me the most excited - creating. It's where all of the planning and conversations around goals and branding come to fruition, it's the execution.

          This is where every project will well and truly be different. Some businesses may need a series of videos and photographs, where some may need just a single video for their website. The final products will vary, along with the associated timelines. Some projects could be complete in a couple of weeks, others may take a couple of months, it depends. All of these components and timelines would have been outlined in the proposal document, so there are no surprises.

          While initially writing this section I was going to include all of the different tasks that might be incorporated in this part of the process (like lighting, editing, cameras, etc.) but realized that none of it matters. The end product(s) that we create will meet the goals that were defined at the start of project - it’s that simple.

Step 4: Wrap-Up

          The final piece of this process is payment and the delivery of the final product(s), in whatever form is best. Most often it will be a digital delivery of files via Dropbox or Google Drive to your organization, but this can vary depending on the type of project completed.

* * *

And that’s it! It’s a simple process, but one that logically works toward meeting client goals. Let’s chat.


If you'd like to chat about working together on a project, start up a conversation below