Process

Client Briefs, debriefs, or creative briefs. All three of them are part of the agency life but take time and money. Are they all indispensable? How to move away from this reactionary cycle of briefing in order to set up a more efficient discovery process and client onboarding, saving you time & money? We spill the juice with you.

The discovery phase of a project is the most underrated phase of a project lifecycle. In essence, the goal of this phase is to build a bridge between the idea and its best possible implementation. As project managers set out to make the discovery as efficient as possible, challenges like late deadlines and misalignment appear. Read along on the pain points project managers of design teams are dealing with during discovery, and how to overcome them:

Learn how you can introduce the kickoff meeting as part of your strategic design approach as a designer! While a first client meeting is usually pro bono, the kickoff meeting however is described in your proposal and is something you are actually getting paid for. Here's how I do it with my HolaBrief templates:

Evidence shows us again and again that making sure clients have a great on-boarding experience is the best way to hang on to them for the long haul. Here are 6 essential steps for a successful client onboarding process with tips on the best tools, how to on-board without overwhelming your client and much more.

A quality-crafted creative brief with HolaBrief's online briefing tool helps design studios to ensure efficiency in any creative project, with fewer revisions, by providing a framework of relevant questions and templates.

“I don’t know what I want but I’ll know it when I see it”. This can be inefficient for a designer-client working relationship. We now have a choice: design randomly various styles of logos or compile styles for only 3 stylescapes you agreed upon. The latter is much more efficient. To do so, the designer has to understand the needs of the company. A thorough creative brief is in order.

No one likes to talk about their failures. It takes a good dose of objectivity and self-criticism. I lost a client, a big one and here's what you can learn from my experience with the help of a creative brief template.

Ethan Parry, a UX Researcher, shows us how to make sure your insights gathered from user research help make decisions that have a measurable impact, to include in your strategic creative brief.