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Conducting Effective Client Interviews, #012

https://thetranscendent.org/fundamentals-of-brand-design

https://www.youtube.com/watch?v=bwQdOBtm9r4&feature=youtu.be




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Transcript
00:00Conducting effective client interviews. Let's assume you may hate meeting with clients,
00:06and you might have been doing this job maybe for decades, and you still might get nervous
00:11before a meeting. Nevertheless, you need to do it. It is tempting to communicate only by email,
00:18but that never works. Never. You need to sit in a room with someone physically,
00:23or if absolutely necessary with. Video conferencing, to hear what they are saying,
00:29how they say it, and what their body language is saying. We are hardwired as humans for social
00:35interaction, and pretty good, at understanding each other face-to-face. Once you are sitting
00:41down with a client, employees, or customers, you can get to the questions. First, make sure that
00:47he or she understands that the discussion is confidential, and you are not writing down
00:53who said what. Nobody wants to be dragged into the CEO's office because you leaked that
00:58ABC said. The marketing department is confused. This is information gathering, not interrogation.
01:07Please keep your questions open and neutral. Don't you hate your newsletter design is leading,
01:13and the person you are sitting with probably worked on it. What do you think about the newsletter
01:18is better? And a good response is, thank you, or I understand. Stay away from jumping on the bandwagon
01:26and saying, I know, it's so ugly, they might have been responsible for it originally. Start with what?
01:34For example, what are the company's primary values? What are the company's strengths and weaknesses?
01:42What message is the company communicating now? What should the company be communicating?
01:47And in a perfect world, describe what the company will be in five years. Take notes by hand.
01:54Using a digital recorder scares people, and they clam up. They don't need to be incredibly neat.
02:01You're the only one who needs to refer to them later. Then move into the who. Who are the company's
02:07primary audience and stakeholders? Who should the audience be? Who is the company's primary competition?
02:14Remember, it's your job to gather the information, not disagree or argue. This is the chance for the
02:22client to do all the talking. Now it's time for how. How does the company reach the current audience?
02:29How does the company define itself to the outside world? How does the company communicate its values
02:35to the employees? Each of these questions could be broken into more detailed ones, but these are the
02:41basics. You may need to tailor them for different clients. In some instances, you might need to know
02:48more about the product. Will it remain the same? Does the audience like it? Or does it work with
02:55the company's values? Whether you're an introvert or love working with others, this is a time to put
03:02away the fear. Tell yourself you can stow it at the door and pick it up when you leave. It's your job to
03:08keep the conversation professional but light, comfortable, and friendly. So stay away from
03:14one bright light bulb, a hard table and chair in the basement. Have a nice lunch somewhere and relax
03:22for your discussion.
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