Free template! Learn a simple way to educate clients about what design approval means so you can avoid uncomfortable misunderstandings later on.
Michael was a tough web design client. He was busy. Too busy to really pay close attention to what I asked of him during our work together. When we reached design approval, I was thrilled. Design approval meant that the website design was done and locked in, and I was very ready to hand the project off to the development team. Just to be safe, I confirmed design approval with the client over the phone, reminding him that this meant design revisions were over and complete.
Then a week later, I received an email from Michael with more revisions to the website design. He showed the approved drafts to a friend over the weekend and the friend had some opinions. Thankfully, my contract allows for three rounds of revisions (which we reached) and stipulates the process for requesting revisions after design approval.
Early on in my freelance business, what came next could go one of three ways:
- The client would get mad and demand I do the revisions at no extra charge.
- The client would be frustrated with the extra charge and negotiate it down.
- The client would understand and pay the extra fee.
I never knew which resulting situation I was going to get. Thankfully, implementing a client management system changed that. Today, clients know exactly what to expect and what the process will be if they make a request outside of our contract boundaries — and if there is an extra fee, they understand.
Because of my client management system, Michael knew there would be an added fee to accommodate the additional revisions and he was happy to pay it. It was a positive experience for both of us because we were on the same page with what design approval meant for the project.
Design Approval Explanation Sample Email
One of my favorite tools to educate a client about the implications of providing design approval is a simple email that is sent during the design revisions process. It explains what approving concepts means, how it affects the project, and what happens if the client needs to make more changes later on.
Here’s a sample of the email I use:
SUBJECT: What design approval means
After reviewing your website design drafts, providing feedback, and reviewing revisions, it will be time to provide your final approval of the design. This is a major milestone in the project. It’s very important that you and all other stakeholders understand exactly what providing design approval means.
Design approval means that we move your website into development…
- At the most basic level, your website project is moving from our design team to our development team who will build the WordPress theme (template), test it, and deploy it.
- Design approval locks in the site design. At this point, no more changes will be made to the foundation design or structure of the site under our current agreement.
- That doesn’t mean you can’t make any more changes. If you need to make design changes or add new features later in the project, it will simply require a change order and an additional investment.
The development of your site will take about X weeks. After that, it will be time to add, format, and style your content. You should be wrapping up your website content and making the final tweaks so it’s ready to go.
Building a website is a big deal and a lot of work — and we know it can be a little overwhelming at times. If at any time you have questions, feel stuck, or would like help, please reach out! Call me at XXX-XXX-XXXX or email [EMAIL ADDRESS].
Best wishes —
Want More Done-For-You Templates Like This?
Profitable Project Plan, my 10 month comprehensive business program for designers, developers, and agency owners includes done-for-you emails, templates, scripts, checklists, tools, and resources, as well as weekly live training and Q&A on topics like:
- Sensible Sales: Getting paid on time every time, sales calls, and contracts
- Client Care: Welcoming clients, onboarding, strategy, content, design, development, launch, and post-launch follow up
- Lucrative Leads: Sales and marketing messages, website strategy, lead capture forms, lead management, lead assessment, offline and online marketing tactics, and creating a marketing plan
- Recurring Revenue: Building recurring revenue through website services, content services, design services, and SEO services
- Brand Blueprint: Creating a brand development system, brand consulting, moodboards, brand style quiz, brand design basics, and brand delivery
Plus, you can customize everything included in Profitable Project Plan for your own brand and voice to create a seamless experience for your clients. It’s basically my entire business packaged up for you so you can skip the years of trail and error I went through!
I hope you’ll check it out.