New client forms for web site work.

[PaullasPaullas is verified member.]

Hi
Just a general question to see how others do this.

When you get a new client for a website design or website refresh do you give the client a form to complete and sign off to what needs doing/being done or just general email conversation as to what is needed then give a price.

thanks

Paul

 

[Adam HAdam H is verified member.]

Depends on the initial enquiry and your business structure. I much prefer a few emails before going into large amounts of detail or getting into a long winded call, only to gain enough info to qualify them making sure they're expectations match their budget.

An informal chat and initial brief with some direct questions in the first reply such as budget, time scales etc. Prior to getting into to specifics and an official proposal being sent as those take time, time which can't be wasted on non-starters. The biggest time wasters for me in a number of service related markets is managing leads which have a brief of a 10-20k project but have a £300 budget, so those need to be qualified and dealt with appropriately before customer waste their, or your time any longer than needed.

That said, It depends how busy you are and whether you can pick and choose your customer base.