10 Tips for Working With Clients Remotely: Part 2

When you’re working with clients remotely it can sometimes be difficult to keep everyone happy and your project on track. Without the benefit of face-to-face meetings, it’s easy for a client to feel neglected or out of the loop.

The key to successful remote work relationships is frequent and honest communication and trust between both parties. The tips below will help improve your everyday interactions with clients, no matter how far away they may be.

Please note that this is part 2 of a series – part 1 outlined the first 5 steps for remote interactions with clients which you can read here.

Now, let’s look at 5 more tips that can help improve your relationship with your clients.


6. Use Design Documentation

As you move through your design process, think about the many ways documentation can help to get you and your clients on the same page. Although documentation takes time up front to create, it can save you endless hours in unnecessary revisions caused by miscommunications. These documents also become natural check-points for approval and sign-off. Below are the web design documents I find most helpful:

  • Creative briefs. A concise overview of the project that outlines the strategy around which you will design and develop the website. This should answer high-level questions such as why you are designing the site, who you are designing for, what the motivation behind the design will be, and what you hope to accomplish with the final product. It will act as a guide for all decision-making during the project, both for you and the client. Though you and your client may have talked at length about these issues, putting them on paper is always helpful. Any discrepancies between what they said and what you heard can then be cleared up before work starts.
  • Sitemaps. Sometimes, a client comes to you with a very clear idea of what pages they want. It may be a small site with 5 pages, in which case a sitemap can be agreed upon without further documentation. For anything larger, a sitemap can help the client to visualize what pages are going to get created and how they will relate to each other. I have had many freelance clients bring me a sitemap they created on their own. While this is a nice starting point, I suggest taking a few minutes to review what they have produced and suggest any improvements you think will help the site. Your client is likely too close to the content to develop the most usable information architecture. This article from Boxes and Arrows will get you started – it includes a number of great ideas for quickly producing sitemap documents.
  • Content matrix. Getting content is often one of the toughest hurdles to getting a website launched. A content matrix, usually an Excel spreadsheet, can greatly simplify the process of producing and migrating content for both you and the client. It should list each page of content and additional “micro-content” that might be needed such as taglines, related links, images, etc. As the content trickles in, you can check off each piece in the matrix and know at a glance what you’re missing. Keep it handy and refer to it during check-ins to remind clients what they need to provide in order to be ready for a timely launch.
  • Wireframes. A wireframe is a simple visual representation of a web page. Geometric shapes are used to represent fundamental content chunks such as the navigation, content, feature areas, ads, etc. They help to show the relationship between content pieces – for instance, what piece will be most prominent on the page – without bringing aesthetic decisions like color and font style into the mix. This helps to keep the client from getting hung up on design issues too early in the process.
  • Notes on mockups. Your design deliverables no doubt include a set of mockups. But how can you be sure that your client remembers (and translates to other parties) the ideas behind them? Adding an area for notes to each mockup – perhaps in a sidebar on the left or right – gives you a place to outline the thinking behind your design decisions. Tell your story successfully and client buy-in will be easier to get.


7. Avoid Assumptions

With meetings few and far between and communication somewhat limited, it’s very easy to assume you “know” what your client expects or wants without actually asking. As designers, we are trained to believe that we know what is best. While this is often true when it comes to design decisions, it’s not always true about other parts of the web design process.

If at any point you feel you don’t have enough information to make an accurate decision about a part of the project, resist the urge to make assumptions. Instead, stop and ask for feedback.  You’ll save yourself countless hours.


8. Be Accessible

When you are miles away, being accessible is incredibly important to maintain healthy client relationships. Make sure you’re quick to respond to emails and voicemails, and let your client know that they are welcome to contact you during business hours to discuss any questions or concerns they have. If you take days to respond to email or never answer their calls, they’ll start to wonder how far down they are on your priority list.

Clients need to know you take their project—and them—seriously. Being accessible makes it obvious that the work you’re doing for them is one of your top priorities.


9. Be Honest and Admit Mistakes

During the course of any project, no matter how great the communication is, there are bound to be a few things that go wrong or don’t meet client expectations. Most clients understand that setbacks are a natural part of the process. While your first reaction may be to cover up or make excuses for the mistake, it pays to be honest and carefully review the error (and the subsequent solution, which of course you took care of right away!) with your client.

You will continue to build trust and show that you can pinpoint and fix problems as they arise. Depending on the nature of the mistake, it might make sense to add more check-ins to avoid future problems.


10. Trust Your Instincts

You’ve heard it a thousand times before, but it’s important to trust your gut when working with clients remotely. Your intuition is a biological survival tool you shouldn’t ignore. Keep your feelers out and pay attention to that little voice in the back of your head. Even if everything appears to be moving smoothly, if you feel like something is off, you are probably right.

The best thing to do is address the issue directly, then move on. Simple as they seem, these proactive approaches to working remotely with clients can have a huge impact on the success of your projects. Incorporate a few into your workflow today and reap the benefits.

Written exclusively for WDD by Mindy Wagner.

What are some of the challenges you experience when working with clients remotely? Please share your comments below…

  • http://www.dynamic50.com Jason Green

    Great follow up post! Thanks

  • http://www.brushthis.com Liora

    Working remotely can be very tricky as there are often a host of “political” issues that we may not be aware of. The importance of the points above cannot be underestimated. Specially documentation, not only of the design brief and expectations, but also timeframes and all email / written correspondence.

  • http://www.wodumedia.com Rogers sampaio

    I am the main developer for a Key West webdesign firm called wodumedia.com.

    I am in Portugal. In my home.

    As Mindy Wagner says on the article, trust is the key.

    But not only trust on the contractor, because you may not have one. Instead you may have clients. Its the same.

    Once the trust is built you have to keep it healthy, becuase if you lost it once you will never get it back where it was.

    My experience is been great. I have not only a relationship with the HQ on Key West, but also with the clients.

    I want to reinforce the aspects of a sucessful partnership online:

    – Comunication;
    – Trust;
    – Honesty;
    – Comunication;
    – and again Comunication.


  • http://luckweaver.net Pothi

    I liked your first part and here the second part too. For me, the best tips are the last two, being honest and go by the instinct. There are many times my instinct was correct and it saved me from working with certain clients too.

  • http://www.wordpresscreme.com Santiago

    Really Great Article!, Use Design Documentation is a “must have” to-do in our process, but if the project is small, maybe a lot of people thinking is to much, personally i think and work this steps in all projects.

    Thanks for the article!

  • Mark

    Nice to read part two as well, I like the ideas. Could be nice with examples of a content matrix spreadsheet. N

  • Mark

    Nice to read part two as well, I like the ideas. Could be nice with examples of a content matrix spreadsheet. Now, I currently use a free php script called TaskFreak, which my clients really seem to like.

  • http://www.duzodesign.com Timothy

    Very good post. The design documentation portion was very helpful. Thanks

  • http://www.rethinkseo.com Sean Hurley

    These tips are so true and I am finding it is very important to trust your freelance worker no matter how far away they are.

    1. tip I suggest using in terms of payment security is try to use Paypal for all payments even if you lose a little on the transaction its better then not getting paid at all. Within your payment request you can identify the work to be completed and if it isn’t you would be able to get your money back through paypal as a part of their security functions.

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  • http://www.goeverywhere.com GoEverywhere Team

    I’ve liked both parts to this series! I definitely agree that you need to be accessible to your clients, although it’s hard to be tied to the computer or phone all day. With GoEverywhere you can logon wherever there’s a computer and the Internet – to get quick access to your uploaded files and documents, websites, and software. If you need to resend a document, or clarify an expense, the documents are right there at your fingertips.

  • http://www.brizk.com Kai

    Good post. You could have mentioned some links to some tools.
    Also read this article I’ve written for Freelanceswitch:

  • http://www.kaazunut.com loveleen

    I must say that its a great post ..
    I agree that a good design document is mandatory for a clear picture of the project and eliminates possibility of assumptions…

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  • http://www.animatedteam.com/ Razmig Youssef

    Well i agree with most of what you have mentioned. but when it comes to truth it is very difficult and specially if the client doesn’t have technical experience

  • http://www.dileepsharma.com Dileep K Sharma

    Impressive tips! Thanks for writing about it.

  • http://www.abrishca.com.au Craig

    This is a fantastic series of articles – I am constantly amazed at the diverse and quality topics coming from Webdesigner Depot. Thanks!

  • http://www.virtualsolution.com.au Jemma

    Great posts!

  • http://andrewwilkinson.co.nz/ Andrew Wilkinson

    Thank you very much for this article. Content matrices are a great idea, I think I will start using them myself.

  • http://tobablog.com Alex Partoba

    Great post and you write it in depth explanation. The no.10 tips that is trusting our instincts is really a “tool” that tested by long experiences.

  • http://www.movabletype.org/members/gkwcgmhw0 Jack

    Very good post. The design documentation portion was very helpful.

  • http://webmegapolis.com/ webmegapolis

    Thanks, nice post.

  • http://www.tedavirehberi.net Sağlık

    Thanks nice post.

  • http://www.inzencareerservices.be Frank

    Thanx for the info!! Great Post!!!

  • http://www.magdalinovkacity.com/ Astor

    Thanks,Great posts!