My Process: Our Time Together

I don’t know why I waited so long to write this, but I am super excited to finally be sharing with you a look, not a peek, behind the curtain of what time spent together would look like. I’m making this a three part series and breaking it down as follows. Part 1 is all about onboarding. Part 2 covers our time spent together, working on your brand. Part 3 is about what happens once the work is done. Join me for this three part series and let’s dive in!

I don’t know why I waited so long to write this, but I am super excited to finally be sharing with you a look, not a peek, behind the curtain of what time spent together would look like. I’m making this a three part series and breaking it down as follows. Part 1 is all about onboarding. Part 2 covers our time spent together, working on your brand. Part 3 is about what happens once the work is done. Join me for this three part series and let’s dive in!

Hiya and welcome to Part Two: Our Time Together. So I recently posted about my onboarding process for clients, which really is across the board. If you missed that post, you can check that out here. Here is where things get super personal and we work really closely to provide you the best service that I possibly can. Because of some restructuring, this process has been switched up a bit.

Originally, I reached out to Lauren at Elle and Company and asked if I could swipe her business model. Two weeks, one client, one offering. With her blessing, I started out there. And while I still hope to make it to that point, (#businessgoals) I have decided to offer more that just a design package. This is a whole bunch of factors rolled into a larger decision and is in the works of implementation (and if you’d like to know what those factors are, I’ll be happy to share. Let me know in the comments.)

With all of the options I offer, there are elements that stay consistent. So to make things really simple, I’m going to just share the consistent factors with you, because the variations are subtle.

Using What I’ve Learned

If you recall in part one, I shared with you about The Book. This 20 page educational packet is for me and Fiona (a persona name because client sounds cold and icky and I don’t like it) to learn what the other is looking for, expecting, and overall a way for me to really understand the scope of the project and how it will eventually come together. A typical completion of The Book takes about two weeks and then it is sent back to me. At that time, I start pulling out what I need.

If we are branding, I start looking into exercise answers for a deeper understanding.

If we are doing your logo and brand visuals, I look at your preferences, how they jive together, and start brainstorming (and even sketching) if something jumps up and bites me.

If we are doing marketing, this is where I start seeing what the foundation is that exists and where we need to start.  

As you can see, The Book plays a super important role. It is the foundation of all the work that we do together.

Meetings

I know, I know, “Meetings suck!”

And I’m not going to lie, I have sat through some brutal freaking meetings that churn out nothing but the need for a cup of coffee and a wrecked manicure.

But I don’t believe in meetings like this. Meetings should be productive and collaborative. That’s the whole point of both of us taking the time to sit and discuss something.

Email has made communication “easier,” I guess, but honestly, I would rather hop on Skype and chat about questions there may be or where we are in the project or even just a review of what the end deliverables are.

In The Book, the meetings for the project are outlined well in advance for this exact reason. As I mentioned above, my process was built on a timeline with one client at a time and off everything that I have been toying with and shifting since, that is the one thing that has not changed.

Depending on the project, there can be anywhere from two to five meetings during our time together. The more complex the project, the more meetings there are. But as I said a bit ago, I do not believe in time wasting. These meetings are jam packed full of information for Fiona and keeps her in the loop as to how I am spending my time for her.

Examples of meetings could be:

  • Project outline consultation
  • Progress meeting
  • Deliverable review
  • Follow up call

Strategy

Strategy is not mutually exclusive to just marketing or just branding.

I have been known to say that I want your brand, branding and marketing holding hands, skipping through a meadow, whether I have done the work or not. I am all about that cohesion and making the different aspects of your business work together like a well oiled machine.

In order for this to happen, there needs to be a strategy. If Fiona comes to me with a visual brand from someone else and half of her branding, we can work based on what she has to develop everything else that goes into a kick ass business strategy.

Of all the pieces of the process, this is hands down the most personal and developed for the individual and is also the most difficult to lay out without specifics. Keep an eye out for a post on developing the big picture strategy. I’ll be making that happen for sure.

A Walkthrough

To give you an idea of what working together really looks like, I’ll take you through developing a marketing strategy together (well the Cliff Notes version).

  1. Onboarding (The Book, initial consultation, contract, deposit)

  2. The Book is done (Book review by me, goal setting meeting)

  3. The work (platform evaluation and big picture strategy development, fine point strategy development)

  4. Strategy review meeting (walk through of big picture and fine point strategies)

  5. Implementation development (implementation plan and guide put together)

  6. Deliverable meeting (we walk through every step, every bit of work done and what Fiona has to do on her own to make this work.)

  7. The follow up meeting (six months later, there is a follow up meeting where we talk about how things are and what may need to shift and adjust to make the plan even more effective)

Til Next Time, Sweets

Whew! That’s a lot! But the best part is, Fiona is part of every step of the process, understanding what is going on with her project and able to insert herself into the parts that matter most.

But we still aren’t done! Part three (forthcoming) is all about final deliverables, how they are given, how they are used, and how I get a little bit up in your grill in a good way. Stay tuned!


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