The purpose of the design presentation call is to share our initial home page design concepts with the client and to try and obtain approval to move forward with a design concept and to collect more concrete feedback from the client to inform revisions.

The call is scheduled by the Account Strategist, and should include (at a minimum) the Designer and Sales Rep. The call should be 30 minutes and is lead by the Account Strategist. In certain scenarios it may also make sense to include the project owner on the call, check with the project owner if you feel they should be present.

• During the call:
  • Designer: Talk through your decision-making process as you walk through the design. Share rationale or inspiration for the design. Whether they like the design or not, your goal should be to convey the thought and effort that you put into the work.
  • Sales Rep & Account Strategist: should support the designer where possible if there are certain strategic decisions that may have been made or other call outs that may be helpful to mention to give context to the client and help tie everything together with their stated business goals. Try to provide continuity.
  • Account Strategist: Please remember to show the client how to navigate Figma and how to leave their feedback on a design. If it seems like they may struggle trying to figure it out, send them PDF copies of the mockup after the call.
  • All Team Members: Although we want to showcase our great work to the client, the primary goal is to get them to offer concrete feedback on the design so that we can make revisions and proceed with the internal pages, OR to solicit their approval on one of the mockups so that we may proceed with internal pages. Position questions in a way that suggests we are operating with the understanding that we’ll be able to move forward after we’ve made their changes.
  • Designer: If they requested specific revisions during the call that you’ll need to complete, do your best to give them a safe estimate for how long it will take you.
• After the call:
  • Designer: Keep the Account Strategist in the loop on your progress or if you may need to push the delivery date
  • Account Strategist: Stay in contact with the client to get their feedback and anything else we may need to move forward. Communicate revisions to the Designer in the relevant project task in Clickup.