Process Workflow for Designers: Working with Clients

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Paid

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Level

Beginner

Last updated on March 9, 2025 4:35 am

Learn how to effectively work with client briefs and provide optimal solutions and recommendations. This course is perfect for designers, marketing professionals, and freelancers who work with clients. Improve your process and avoid the pitfalls of getting the initial brief wrong.

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What you’ll learn

  • Build or fine-tune your process for all new projects coming in
  • Learn about the downfalls of getting the initial brief wrong
  • Transform that Client Brief into a Reverse Brief if needed
  • Learn how to challenge assumptions and provide recommendations

Having clients who want to work with you is a great honour. But to make sure that the process is beneficial to both of you can take a lot of know-how and skill.

In many cases, clients tend to self-diagnose their challenges and then brief you on the desired deliverable creating two main issues:

  1. They can end up treating the whole process and you as a transaction (like ordering a pizza) and;

  2. If they incorrectly diagnosed the challenge, they will still blame you for the lack of results or success.

So what is the answer?

Getting very good at working with the Client Briefs and helping clients either validate their self-diagnosed challenges or interpret them into more optimal solutions and recommendations.

That can be the difference between a successful design project and one that goes around in circles for countless revisions, like you will see from my examples.

All those design memes you see where the designer is depicted as a skeleton sitting at a computer?

Yup – those designers are probably designing directly from a Client Brief.

You need to have great soft skills to decipher what is being requested and why, and then reformulate it if needed into the right challenge/s to be solved, which is what I will teach you in this class.

I will empower you to:

  • Build or fine-tune your process for all new projects coming in

  • Learn about the downfalls of getting the initial brief wrong

  • Transform that Client Brief into a Reverse Brief if needed

  • Learn how to provide those recommendations

Who is the class for:

  • Designers (graphic, web, branding)

  • Marketing Professionals

  • Any freelancers who work with clients

Who this course is for:

  • Designers (graphic, web, branding)
  • Marketing Professionals
  • Any freelancers who work with clients

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    Process Workflow for Designers: Working with Clients
    Process Workflow for Designers: Working with Clients
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