5 Rockstar Client Presentation Skills

Posted on by Katie Lundin

A strong presentation bridges the gap between a creative’s vision and a client’s perception. And, the right presentation can mean the difference between a client’s buy-in and the outright dismissal of a design, strategy or proposal.

client presentation skills
71 percent of winning entries were presented with mock-ups, style guides, or some form of additional design—crowdspring.

If you want a client to see your ideas true potential, you have to help them see it with your presentation.

Whether you’re a design agency, a marketing agency, or a freelance designer or visual marketer, your client presentation skills are crucial. Here are the five best ways to effectively present your agency’s proposal to a client.

1. Link your solution to the client’s needs

Whether you’re working from a design brief or a client intake consultation form, at some point the client shared the challenge they need your help to overcome or the goal they need your help to achieve.

And yet, many clients don’t always remember exactly what they asked for. Still, others remember it all too well.

No matter which type of client you have, it’s always best to recap the challenges, goals, and desires they shared with you that inspired the work you’re about to present.

Since your proposal or design stems directly from their needs, you want to be sure that those needs are at the top of their mind. Only then should you go on to explain how your design or marketing strategy will solve their problem or meet their goal.

Directly linking your specific choices to your client’s needs will help them understand your choices and see how your solution is relevant to them.

Your Presentation Action Items

  • Create a written summary of the most essential challenges/goals presented by the client.
  • Quickly recap these points before sharing your solution (design, marketing strategy, ad concept).
  • Verbally link these original goals and challenges to your solution as you present.

2. Communicate your vision with context

Most non-designers can’t envision a finalized brand or website from a work in progress. A single logo sketch on a blank page isn’t enough to communicate a full brand identity. And technical drawings aren’t enough to help most clients really see the finished product.

So, you have to help the client see the completed vision. Present designs and proposals in the most finished, polished form possible. And show clients how your design or strategy fits into your vision by providing context.

Present a clothing brand logo design on retail tags or on a garment. Demonstrate a website design as it will appear to a web visitor—on a mock-up of a laptop and/or mobile device or tablet. Include a style guide (if appropriate) so the client can see how this design would translate into overall branding and marketing visuals.

Most agencies already do this effectively when presenting package graphics for client products. After all, the client wants to see exactly how their product packaging will look.

You should apply the same approach to other types of designs.

When presenting a marketing strategy, include graphics that outline the complete process. Demonstrate how you’ll track your results, and include mock-ups of possible graphic design elements for the campaign(s).

Do this even when you’re helping clients develop other parts of their brand identity. For example, if you’re helping a client to come up with a great new business name, consider giving them some context and put the name on a storefront or a business card.

And, don’t just take our word that context is important—the data backs us up.

A recent study found that 71 percent of the winning entries were presented with mock-ups, style guides, or some form of additional design to help the client understand the work in context.

Your Presentation Action Items

  • Never assume that a client can fill in the blanks of a marketing strategy or design—give complete information and draw conclusions even if they seem obvious to you.
  • Present every proposal or design in its most complete, polished form.
  • Help clients visualize your idea in execution by showing designs in context with realistic mock-ups.

3. Remember who you’re talking to

Your audience is an important variable in every pitch meeting. Every audience is unique—and every audience member has a unique perspective.

And, I don’t just mean people-with-a-design-education vs people-without-a-design-education … although that is a valid consideration.

I mean target your pitch to your audience. Make your proposal or design presentation relevant for them. Marketers care about different things than project managers or CFOs.

The aesthetics of design are important—but only as far as they impact the client’s final tangible goals. It’s your job to show how a design will accomplish the goals that your specific audience will care about.

So, learn as much as you can about the audience to whom you’ll be presenting. Then speak to how your design will help them reach the goals they care about.

Your Presentation Action Items

  • Find out who will be attending the presentation (and their role). And find out well in advance, if possible.
  • Choose your talking points based on what your audience members will find most compelling. (Include complete information in the accompanying write-up.)
  • Determine who the real decision makers in the group are and prioritize their concerns and feedback.

4. Visually design every element of your presentation

Sure, you could just slap your design on a white background and call it done. But, I’d advise against it.

A beautiful design with a weak visual presentation loses credibility. And, presenting a disorganized marketing proposal has the same negative effect. Why should clients trust your judgment if you undermine it with poor delivery?

Good designers, marketers, and creative directors know that the whole visual package must work together to sell an idea. When presenting a proposal to a client, optimize your presentation materials to give them the best chance to impress your unique client.

Your presentation materials should reflect the brand of the business for whom you are designing. This will help capture their attention and gain their buy-in.

And, remember basic design principles like visual balance, readability, proportion and the inclusion of white space to highlight the featured design (if appropriate).

Your Presentation Action Items

  • Take the time to plan the visuals and presentation order for all of your materials.
  • Design for your client’s tastes—keep in mind their brand values as well as their visual brand.
  • Rehearse your presentation with the finished supporting materials to avoid hiccups during the actual client meeting.
  • Remember to design the visuals surrounding your design to show off the main feature in its best possible light.

5. Only share ideas in which you are 100 percent confident

So… You included a weak design in your pitch options. You thought you were being clever and that it’d make your favorite design look better in comparison. But, now the ringer is the only design the client wants.

Or, even worse, you were short on ideas so you felt like you had to include the weak design just to make your numbers.

Please don’t ever put yourself in this position.

Clients have an uncanny ability to choose the design or idea you’re least fond of. That’s why it’s vital to only ever share a proposal or design in which you have 100 percent confidence.

If the client chooses a strategy or design that you don’t fully endorse, you’re stuck executing it anyway. And, no one enjoys working on a project they don’t believe in. Not to mention that if or when it fails, that will reflect poorly on you.

So, don’t take the risk. If you don’t have work that you love to present, take more time to develop new designs.

Just don’t present bad designs or ideas. Ever.

Your Presentation Action Items

  • Never present an idea you wouldn’t be comfortable with the client choosing as the final design or plan.
  • Speak confidently and with authority—know your design or proposal like the back of your hand.
  • Offer at least 3 strong options for the client to choose from—one “safe” option, one that pushes the boundaries, and one that’s in between.

You work too hard to let your efforts falter in the final lap. Strong communication is the key to selling any design, strategy or proposal.

Do right by your clients, and your business, by presenting your work in the best possible light.

Katie Lundin is a marketing and branding specialist at crowdspring.

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