As a CMO, ad agency, or business owner, you know what it’s like to navigate the client approval process. It can be a long, arduous journey fraught with setbacks and confusion. The good news is that with the right tools and strategies in place, you can survive this jungle—even if it takes some trial and error. Here are a few tips to get you started.
Know Your Clients Inside Out The key to successfully navigating client approvals is to know your clients inside out. That means understanding their needs, their likes and dislikes, their style of communication—basically anything that might come up during the approval process. Knowing this information ahead of time will help streamline the process and make sure everyone is on the same page about expectations for each project.
Set Clear Deadlines It’s important to set clear deadlines for each step in the client approval process so everyone knows when things need to be completed by. Having deadlines in place helps keep everyone accountable and ensures projects don’t fall behind schedule or miss key dates. Additionally, setting deadlines ahead of time can also help prevent any last-minute requests from clients that could disrupt the timeline or quality of work done.
Be Proactive With Communication Finally, staying proactive with communication is essential for successful client approvals. This means keeping clients updated throughout every step of the process so they always know what’s going on—from initial concept development all the way through launch day. Sending regular updates helps build trust between both parties and makes it easier to work together towards a common goal.
Navigating client approvals can be a challenge for any CMO or ad agency but with the right tools and strategies in place it doesn’t have to be impossible! By knowing your clients inside out setting clear deadlines proactively communicating and staying on top of the requests it is possible to survive the client approval process! Good luck!