Honesty is the enemy of traditional marketing. It’s sad but true. It’s not because honesty isn’t possible in marketing, but that if companies were completely honest about their products and services—about how they’re made, what they do, their flaws, their shelf life, etc.—fewer people would buy them. That’s why creating illusions is so essential to marketing. But it only takes a tiny crack in the surface to destroy an illusion. As a colleague pointed out to me recently, a supermodel only has to stumble once before the illusions so central to fashion fall away and you are left with just people wearing clothes. If the quality is there, there is nothing to hide.

That’s the big-picture, but I think most honesty-erosion tends to happen on a smaller scale, where the line between truth and fiction can be pretty blurry. There’s a general impulse toward bending that line intentionally, one often motivated by our desire to bring attention to something we believe deserves it. Whether it’s a product, a service, or even a cause, we might be willing to “sex up the story” if doing so means bringing greater awareness to it.

This isn’t just a marketing problem, by the way. We do it when we believe the attention garnered by a thing or an idea or an injustice isn’t as big as it should be. Listen to the retraction issued by This American Life of Mike Daisy’s account of working conditions in Apple’s factories in China. Pay attention to how uncomfortable you feel. That discomfort is a measure of the distance between truth and fiction.

For the first year after graduating from college, I did freelance design work. I registered a business, created business cards, set up a website, the works. I wasn’t alone, either. Several classmates did the same thing, and we would often compare notes and even help each other get work from time to time. We learned all kinds of things by trial and error back then, but the one thing that left the greatest impression upon me had to do with how honest we were in describing ourselves. Every one of us made heavy use of the word “we” on our websites—though “we” was almost always just one person working from a room in a shared apartment—because we feared we wouldn’t be hired if it was clear that “we” was really “I,” a freelancer flying solo.

We believed that no matter how good our work was, we’d be ignored as individuals. So we created an illusion that we thought looked strong. “I” was just a kid on my laptop at a desk in his bedroom; “We” was a company, confident, experienced, secure. But that, of course, wasn’t true. I learned that there was no point in trying to convince potential clients of something other than that which would quickly become clear to them if they hired me. So, a simple rule: If you’re one person, never refer to yourself as “we.” That’s the kind of small-scale honesty we need to take seriously.

When users look for information, they have a goal and are on a mission. Even before you started to read this article, chances are you did because you either had the implicit goal of checking what’s new on Smashing Magazine, or had the explicit goal of finding information about “Navigation Design”.

After a couple of seconds of scanning this article, and maybe reading parts of the introduction, you may have started to ask yourself whether the information that you’re consuming at the moment is actually relevant to you—the user. Unfortunately (and as certain as death and taxes), if users cannot find the information they are looking for, chances are they will abandon their track, never to return.

Being the compassionate human being that I am, I’ll try to explain to you what this article is about, so you can make your choice either to continue reading, or not. This article is not about where you should place the menu of your website or mobile application, or about the number of options a menu should contain. It is also not about how you visually enforce the perceived affordance of a user-interface element, and why that is so important.

This article is about the tiniest of details that goes into creating the main centerpiece of your digital product—the construction of the elements of your navigation. This is the most important aid you can possibly give to your users as they are constantly seeking a reason to walk out on you.

Words, Words, Words

The first thing I do when I start to sketch out the information architecture of a digital product based on the requirements at hand is to blatantly label stuff. This is nothing unique—I simply need to formulate a label (most of the time accompanied by a short description) of all the possible information entities I discover to be able to reveal taxonomy and relationships between them. You might have a similar approach, using tools like post-its, whiteboards or even some digital application created for this purpose. This can be the inception of small problems that will constantly grow over time if we do not assess them correctly and in a timely manner: the labels are yours, and yours alone.

“Locate store” is your label of something that enables the users to find physical stores in a mobile application. “Commodities” is your label of a view that enlists all the goods your client wants to retail on an e-commerce site. “Start” is your label on the landing-page of a website. From a linguistic point-of-view, you can analyze the meaning of sentences, words and letters in different context for hours on end.

You can look at the structure in terms of morphology, syntax and phonology, or why not look at the meaning in terms of semantics and pragmatics. Fortunately, in most cases you do not have reach as far as asking a linguistic researcher about your labeling—people in your target audience will do just fine.

Navigation - Start
“This might be a good start!”

User-Testing Labels

So what is the easiest way of doing a sanity check of the way you express the information space? A really cheap and well-proven technique is Card Sorting. By using card sorting, you can transform your early taxonomy prognoses into folksonomy. Card sorting not only helps you to create an informed information architecture, it also enables you to get an insight to what keywords users relate to different activities in your product.

Another test is a Word Association game. Take all potential labelings of your navigation design and try them out on users asking them to “say the first thing that comes to mind” (in regard of what they believe to be found beneath such a navigation option—call it Think-Aloud Protocol with a twist. For example, you could say “Products” and the participant might respond with “Price, description, information, stock”. Market researchers have used this technique for decades to ensure that the right message is conveyed by their target audience when promoting products.

Two important questions that you need to find to an answer to at this stage are:

  1. Can the users relate the labels in the navigation design to their explicit goals of exploring your digital product?
  2. Are the meaning of the words metaphorically and visually separated enough not to be confused with each other?

Navigation - Change
“Ok, so lets change ‘Commodities’ to ‘Our Products’ and ‘Locate store’ to ‘Our Stores’.”

Removing Redundancy and Lowering the Reaction Time

In his masterpiece “Don’t make me think”, Steve Krug writes, “When I look at most Web pages, I’m struck by the fact that most of the words I see are just taking up space, because no one is ever going to read them.” The more information we cram into our navigation, the harder it becomes for the users to quickly grasp the different options.

In 1935, the American psychologist John Ridley Stroop published “Studies of interference in serial verbal reactions” along with the now renowned “Stroop effect”. Stroop had found that given the task of naming the color a word was written in, took longer and was more prone to error if the word itself was the name of a different color (e.g. the word “Blue” written in the color red).

What we can learn from Stroops discovery is that we have a hard time not reading words—even though we are given a task explicitly instructing us not to. Have a quick look at the navigation in your design and ask yourself what can be removed without losing its meaning.

Navigation - Contact
“It seems I really donʼt need the word ‘Our’ in front of ‘Products’ and ‘Stores’.”

What Did Product ‘A’ Do In Situation ‘B’?

If you still have not managed to convince your employer that early user testing will pay off in the long run, you should at least have the courtesy to look at the benchmark. In what way have others solved their navigation design? Just spending some time looking at what others have done will help you reach valuable conclusions. This can be really time efficient and a good way to increase product usability, since users will be able to use previously acquired knowledge by simply recognizing similar terminology used in other products.

Navigation - Contact
“It does seem like all other websites in our business area have their contact information beneath an option labeled ‘Contact’. I better change ‘Reach us’.”

Symbols, Pictograms & Icons

Symbols, pictograms and icons in digital user interfaces are long gone from luxury to necessity. They contribute to signature, personality, recognition, and abstraction in our visual language. Furthermore, studies have given evidence suggesting that user interfaces have less favorable perceptions of usability and usefulness when only relying on textual expressions.

Why did I willfully write “Symbols, pictograms and icons” and not just “Icons” as we all love to call them? Before I start to use only the word “Icon”, I want to make sure we are all on board as to the differences (without digging too deep into the perilous depths of semiotic science).

What Is What

A symbol is typically defined as an abstract representation that requires conventional knowledge amongst the users for them to fully understand their meaning. People in some cultures have learnt that the meaning of an octagon shaped sign in a tone of red communicates “Stop.” So a symbol earns meaning over time through conventional use.

A pictogram on the other hand is usually defined as simplified pictorial representation. Pictograms—or pictographs—are, as far as possible, self-explanatory and most often do not require any deep previous learnings to make any sense. You often see pictograms (and ideograms) on signposts and in environmental design since they are least contingent to produce cultural misunderstandings. For example, a sign with an arrow indicating a direction.

The definition of the word “Icon” can be a bit vague depending on the context of use, but I like to say that an icon can be a sign, symbol, picture or image that stands for or represents an object in its resemblance as an analogy for it.

Whether you should use a symbol, a pictogram, an icon or a combination of all three to help you communicate information, all depends on the situation you find yourself in. Disregarding what we use, there is some common knowledge and analysis we can use to make sure that the receivers (i.e. our users) actually understand what we are trying to convey with our design.

User-testing Icons

There is an abundance of ways to perform user testing and peer reviews of iconography. My two absolute favorites are what I have come to call “tag-that-icon” and “connect-the-dots” mainly because they are quick to perform and they give great insights into users’ spontaneous opinions (plus, they are actually quite fun to prepare and execute).

You can perform tag-that-icon in one of two ways:

  • Method 1:
    Give several icon suggestions to the participants and ask them to tag them with whatever comes to mind within three minutes.
  • Method 2:
    Randomly show the participants one icon at a time during a day and ask them to come up with tags for each icon during 20-30 seconds.

The latter has most probably proven itself to be really good and better for testing different metaphors for one specific icon when the number of participants are low.

When you have a set of icons and labels that are closing in on finalization, you can then do connect-the-dots testing. All you need to for the test are printouts with one section of all your suggested icons (in a random order) and one section with all your labels (in a different random order). Then, give the printouts to the participants and ask them to draw a line between an icon and the label they think it is coupled with.

Navigation - Test
“At least I can be certain that all my suggested icons works for the ‘Directions’ menu option.”

Removing Redundancy Re-Visited

Just as with labels, avoiding redundant information in the icons is just as important. This is of course quite a bold statement from a designer, but there are many cases out there in the wild that simply add so many details to an icon that it starts to disrupt the users’ ability to interpret and differentiate them. This becomes most evident when you have common shapes in the icons that affects their intergroup saliency (i.e. the quality by which an object stands out relative to its neighbors).

Navigation - Circles
“Do I really need the circles? If I look at them briefly or squint, they all look the same—I better change that!”

Picture/Word Interference

Given a set of lined drawings of simple objects coupled with distractor words, humans show a clear effect of increased response time in naming the drawn object. This is also known as Picture Word Interference (PWI). What PWI can be interpreted to mean is that when an icon is paired with a label in a way that the user does not connect together, it becomes much harder for them to work out the intended meaning.

For humans, a label with “Banana” coupled with a cucumber icon would be unclear as to what it is. What makes matters even worse for users in a navigation context is; “What should I really follow—your icons or your labels?” Avoid creating distracting stimulus through semantic interference between your icons and labels.

Looking at contextual consistency and standards in regards to iconography can really help you. There are some really great resources out there for finding inspiration, but you can also use them as a source of knowledge in finding trends and standards in iconography. If 9 out of 10 result with the term “Favorites” on Iconfinder.net that contain a star or a heart-shaped icon, then that may probably be a good starting point for your “Favorites” icon as well.

Navigation - Icons
“I have no idea what I was thinking. I think I have to throw away all of these, restart all over again and do some more user testing.”

Six Navigation Design Guidelines

After reading all of the above, you should have a good foundation to take your navigation design to the next level and place it in its intended environment along with the rest of the design and perform controlled user testing and see how they interplay. Here are 6 navigation design guidelines for you to consider as you embark the journey of designing the navigation of your upcoming project:

  • Clarity:
    Make sure that your navigation has a linguistic and semantic clarity that communicates to your users in an direct, efficient and adequate way.
  • Simplicity:
    Avoid using technical labels and icons that no one recognizes. Speak the language of the user rather than using complex terms and form factors unfamiliar to your users.
  • Saliency:
    Avoid having redundant and repetitive terms and shapes in your labels and icons that affects their intergroup saliency. This can easily influence your users ability to differentiate and interpret them as a whole.
  • Context:
    Look at the consistency and standards for labels and iconography used in the context that you are designing for. It is more efficient for your users to recognize rather than needing to interpret information that is unfamiliar to them.
  • Correlation:
    Avoid creating distracting stimulus through semantic interference between labels and icons. Reduce uncertainty and make sure that they clearly communicates one message as they are put together.
  • Tonality:
    Ensure that the tonality of the message is still consistent at the end of the design work. Colors, typography and form heavily affect the way your audience conceive and interprets the information.

Of course, not all types of navigation design contain both labels and icons. Some just use icons and some just use labels. you have roughly three cues for guiding your users: One factual (the label), one helpful (the icon) and then—the sometimes subliminal—character (color, typography and form). They do not always need to co-exist since different context requires different solutions. But your message can easily become blurred the fewer of them you use.

So ask yourself this: Can I afford to be vague in the way I communicate and help my users to reach their goal? (Hint: No!)

Finally, some good news from the media industry: digital subscriptions are growing. We’re seeing positive reports from newspapers such as the New York Times and magazine publishers such as Conde Nast: announcements about increases in their digital content sales and paywall members.

When you have fantastic and original content, ensuring the best possible reading experience is critical to keeping and building your audience. The following practices will help you design your content in a way that improves the experience for readers.

Navigation Methods

We often think that having many methods for finding things is easier for users. Unfortunately, the result can be mess of unhelpful and unrelated links, menus, widgets and ads. Many news websites place lists of “most-read articles” or “articles that your Facebook friends are reading” on their websites because they can. Analytics will tell you whether these methods are useful for your particular website. If no one is clicking on them, why are they taking up valuable space?

One way to quickly see the effect of slimmed-down navigation is to use Ochs, a Chrome browser extension specifically for the New York Times, written by Michael Donohoe. Open the New York Times in a different browser, then install Ochs and look at the website in Chrome. Ochs provides the massive benefit of a cleaner layout and clutter-free navigation. Things like reading tools and extra modules are removed from articles. The increased white space and removal of the New York Times’ dense navigation bars are a breath of fresh air.

New York Times with Ochs experience
The Ochs extension cleans up the UI of the New York Times.

There is a difference between having a reasonable way to navigate a website versus having one-click access to all of the website’s content. How do your users typically find what they want? Do they use the navigation links or jump straight to the search box?

Changing the navigation methods may be as straightforward as removing redundant menu bars or as involved as conducting user research to see which methods people use and don’t use.

Another thing to consider when looking at navigation usage patterns is that people rarely click on things that appear hard to read or cluttered. If that’s the case with your website, perhaps it’s time to look at your typography and spacing.

Experimenting With Type And Spacing

Not every typeface was designed to be read on a digital screen. Typefaces can have a huge effect on both the appeal of content and its readability. The typefaces for headlines may be beautiful and attention-grabbing, but if the ones for the copy are difficult to read, you could be turning away readers.

Not everyone will read your content exactly as it was designed. Some people set their own default font size, while others change their screen’s resolution. Still others use assistive technology, such as screen readers, to peruse content. During the course of a day, I read blogs on my iPad, pan and zoom through news on my mobile phone, edit documents on
an enormous desktop monitor and browse the Web from my television screen (at low resolution). For this same reason, tools such as Instapaper, Readability and Evernote are growing massively. The ability to control the format of what you read — and where you read it — is becoming increasingly useful.

The Boston Globe’s recent overhaul of its website received a lot of well-deserved praise, and two of the nicest things about it are the use of white space and the typography. The fonts chosen are central to the Boston Globe’s Web style, and they feel relevant to its almost 240-year-old print identity. Compare the new design to the original one, and the contrast is staggering. The Boston Globe’s new look is a great case study for news websites and readability in general. Definitely have a look if you haven’t yet.

The Boston Globe
The Boston Globe’s new interface has carefully chosen fonts plus more white space.

While some fonts were created specifically for digital reading, there is no magical formula for selecting type. To find out what works, do some testing. User testing, A/B testing and even testing within your own team can yield insights. Have everyone on your team read through a handful of long-form content on various devices. If people can’t make it through more than a few paragraphs, try different fonts, sizes or spacing. Or maybe rethink some of those distracting ads.

Respectful Advertising

How often do you see people rush to turn the page of a magazine just to skip an ad? Probably rarely. But people do it on websites all the time, panicking to find the small “Close” icon on a pop-up ad, or flummoxed as to which browser tab is playing an audio ad. I hope the people who create these creepy auto-play ads will one day experience the terror of being alone at the office late at night as a rogue audio clip begins speaking to them.

As an avid reader of both print and digital magazines, I’m overwhelmed by the stark difference in advertisements between them. Print magazine ads regularly hold my interest and engage me — I do not tear out pages of magazines, nor do I cover the ads. Magazines select advertisements that are relevant to their audience and that are attractive and well designed. Advertisers usually do not spend big money on print ads only to create unattractive content for them.

For some reason, all of this goes out the window when it comes to online ads. Companies are told that no one notices ads unless they grab attention, and so they create loud, garish ads — ads that do nothing for the product and that most likely diminish the viewer’s interest. It doesn’t have to be this way.

The advertising network The Deck prides itself on tasteful, targeted ads for an influential audience of creative professionals. Its ads are uniform in size and amount of text. The Deck does not pay for or run ads unless it has used the products themselves, so it vouches for all of its advertisers. The emphasis on small graphics forces advertisers to be creative, and advertisers get a return of 3% of all page views in The Deck’s current network.

Ads from the Deck
The Deck’s ads are tasteful and subtle.

Both advertisers and audiences have something to gain when ads are relevant and attractive. The growing shift towards responsive and respectful advertising has been written about at length by people such as Mark Boulton and Roger Black (see the related links at the bottom of this article). It’s worth reading their takes on these new Web ads, and you might even want to have an internal discussion at your company about how the advertising on your website could be made more valuable for everyone.

Moreover, if the ads on your website are respectful and relevant, people might check out the advertisers’ products, increasing both visited metrics and click-through rates, thus allowing you to charge more for advertising. So, do dive into your website’s analytics.

Check Your Analytics

We want to do the right thing: build websites that are responsive and that adapt to devices. But we have to be reasonable, too. What is achievable given your budget and time frame? Analytics are one of the best ways to hone in on what to prioritize. Even a simple free tool like Google Analytics can yield important insight into who is viewing your website and how. Google Analytics can also track readers’ paths through the website, showing you what content and sections are being avoided or ignored.

The Financial Times keeps a close eye on its visitor analytics. It has over 1 million registered users. In November, it announced that its Web app (which launched in June 2011) was replacing its native mobile app. The Financial Times also released data indicating the types of devices that are being used to access its website and the times of day. And it recently launched a native Android app — perhaps because the number of people accessing its website on Android devices is growing.

The Financial Times
The Financial Times ditched the App Store for its own Web apps.

If you notice that most of your traffic is coming from people on tablets, you can optimize for that experience first. Management at your company may be pushing hard for a native app, but you should determine a couple of things before writing the design specifications for a native app:

  1. Does the audience for such an app exist, or is one growing?
  2. Is that audience not getting a good enough experience from your website.

If your current audience barely has any iOS users but has a significant chunk of Android users, why not start there instead? Additionally, what are those Android users doing on your website? Are they sticking around and enjoying your mobile experience, or do they bounce quickly? The latter could indicate that the experience on your website isn’t ideal.

But if you want to know for sure, ask them.

Has Anyone Asked Your Users?

It saddens me how often content and experience decisions are made without consulting the people who those decisions will affect. Facebook users are familiar with the pandemonium that occurs every time a new interface goes live — people often struggle to find what was once familiar and obvious.

The Sunday Times’ iPad app was updated in August based on user feedback. Users requested to be able to download all sections with the click of a button. The Sunday Times added the ability to download all or individual sections, improved the functionality for deleting sections and editions, and bundled sections more usefully. These changes were the result of direct comments and feedback from users.

The Sunday Times iPad app
The Sunday Times listened to users and changed its downloading options.

Short in-person interviews or widespread surveys are fast and easy ways to get feedback directly from readers about what they like and don’t like about your content. Find out about their reading habits. Learn when and where they read articles — the answers may surprise you. Perhaps the section you were considering cutting has a growing audience. Maybe a feature that gets very good engagement in print doesn’t translate so well online and needs to be rethought.

And if users tell you they’re frustrated by trying to read anything on your website, consider offering them a quiet room.

“A Quiet Room”

Walking from the cacophony of New York’s Times Square into a tiny, quiet office can bring a feeling of relief. All of a sudden, no one is in your face trying to get you to buy something or take a tour or give them money. You can just relax and focus.

Finding a website or app that lets you read and enjoy its content is just like this. The experience is not stressful, and you can take your time and enjoy the writing, which seems to have been created just for you. As a designer, you can create this “quiet room” for readers, a place where they can fully absorb the content without having to close pop-ups or be confronted by an animation that screams that they are the 1,238,901st visitor that day. A quiet room is why applications like Instapaper and Readability get effusive praise.

A List Apart does a good job of avoiding clutter and letting the reader focus. Articles have minimal sidebar navigation and only a couple of small, tasteful advertisements. The majority of the page has a simple format: easy-to-read text (peppered with images), a conclusion that points you to related material, and a chance to discuss the article.

A List Apart
A List Apart creates room for readers to enjoy the content.

When Doesn’t This Work?

These approaches will not work for every group of content or every website. Some content is meant to be skimmed for quick comprehension. Other websites contain no narrative content. And many websites rely too much on advertising revenue to be able to change their ad strategy.

If your content changes rapidly, is short and to the point, contains little analysis or has any combination of these, then it’s likely not a good fit for this approach. But if you have done your research and you have content that is well written and that your audience likes to get lost in, then perhaps some of the ideas mentioned above are worth a try.

Regardless of the length and type of your content, here’s a useful exercise: go through each of the issues covered above and think of one thing you could change to make your content more readable. Some of the revisions might be long term and big picture, but you might be surprised by the easy opportunities to make a big impact. Give your readers a reason to enjoy your website as it is, instead of a reason to reformat the content and turn the page as fast as possible.

Resources

We often hear companies, including Web agencies, boast about how they provide exceptional client service. But how do they define exceptional?

Consider this scenario. You are hired to design and develop a new website for a retail client. The client loves the design, and the pages you develop use the latest in HTML5, CSS3 and responsive design, resulting in a website that works wonderfully across browsers and devices. The e-commerce features of the new website help the client significantly increase their online sales, and the entire project is delivered on time and on budget. Now, is this “exceptional” client service? I don’t think it is.

When the client hired you, they expected that you would design and develop a great website. They also expected it would be done according to the timeline and budget set during the planning stages of the project. As successful as this project may have been for both you and the client, in the end, you did exactly what you were hired to do. You did your job.

Just Doing Your Job Vs. Delivering Exceptional Service

Nothing is wrong with “just doing your job.” In many cases, that alone is a tall order. So, while doing what you were hired to do is nothing to be ashamed of, it is also not exceptional — nor will it set you apart. There will always be other agencies or designers that will be able to do the work as well as you can — and there will certainly be someone willing to do it cheaper! The service you provide is how you can truly differentiate yourself.

Exceptional client service is about going beyond what is realistically expected of you. It is about surprising, and often delighting, customers, turning them into enthusiastic referral sources and lifelong clients who stick with you not only because you do great work at a fair price, but because the value you bring to them goes far beyond just your products.

In this article, I’ll detail a few of the ways that I have tried to take my own client service to the next level and deliver a better experience, starting with the most important aspect: the relationships that you establish with the clients who hire you.

superhero
There is a difference between doing what you were hired to do and delivering a superheroic level of service. (Image: JD Hancock)

Creating Real Relationships

Here’s a quick exercise. Write down your five most important clients (how you define “important” is up to you). Then, write down as many things you know about those clients that have nothing to do with their business or the work you have done for them. What are their hobbies or passions? How many kids do they have? How old are those kids, and what are their names? Where do they like to vacation? Things like that.

So, how long is your list? If you’re like most people I speak with, probably not very long at all. We learn everything we can about a client’s business, but we often fail to discover anything substantial about our clients as people. If we do not engage with our clients in a real, personal way, then we are just another vendor — and vendors are easily replaceable with better cheaper options. However, clients are much less likely to consider replacing people with whom they have real relationships.

So, how do you start learning more about your clients? Simple: ask them questions about themselves and their lives, not just about their business.

Asking Real Questions

When I give this advice to others, it is often met with some apprehension. Asking someone about their business goals is easy. Asking them about their life outside of the office is harder. We often avoid getting personal for fear of offending the person or saying the wrong thing; but by being overly cautious, we miss the chance to create a real relationship.

Whenever I get nervous about getting too personal with a client, I remind myself of a story. A few years ago, I had the privilege to work on the website for the Tori Lynn Andreozzi Foundation. This non-profit foundation was named after a young girl who, walking home from school one afternoon, was struck by a drunk driver. Tori survived but was forever changed. Today, she is in a minimally conscious state, unable to walk, speak or eat.

In one of my first meetings with this client, I sat down with the head of the foundation, Tori’s mother, Cathy. I began the conversation simply by asking her, “How is Tori doing today?”

Cathy smiled and answered that Tori was doing well. We had our meeting and discussed the website and the project. As we were wrapping up, Cathy thanked me for asking her about Tori. She explained that so many people avoid asking about her daughter, fearing the news would be bad or that Cathy would be upset by the question. The truth is that, even though Tori has bad days, Cathy always enjoys talking about her daughter and was very happy to be asked about her. By asking Cathy how her daughter was doing, I showed her that I cared about more than just the project.

tori-lynn-screenshot
The website for the Tori Lynn Andreozzi Foundation

Today, Cathy is one of my favorite people to speak with, and we begin every conversation by asking how each other’s children are doing. We have much more than a great client-vendor relationship, all because I asked a real question, honestly cared about the answer, and created a real, human connection in the process. Had I been too afraid to ask that question, I might never have been able to build the relationship that I have now.

Don’t be afraid to ask your clients real questions. If they don’t want to answer you, they won’t. But for those who do (and you will find that most, if not all, of your clients will be happy to have a real conversation that has nothing to do with business), you will be well on your way to building real relationships.

Participate In More Than Just Projects

Another way to build a relationship with a client that goes beyond the project is to participate in their events. If the client runs a non-profit organization, they might have fundraisers or similar events that offer you an opportunity to support their cause and nurture the relationship. Go to these events and participate. As a bonus, you will also be helping a worthwhile cause.

Not all of your clients will have fundraising events, but they might invite you to holiday parties and other gatherings. Take advantage of these opportunities to interact with your clients outside of a normal business setting. It will go a long way to reinforcing those real relationships that you are trying to create and show that you are more than just another vendor.

Similarly, consider inviting clients to some of your events to show that you view them as more than just a source of business. When they arrive, greet them warmly and enjoy their company, leaving business talk for another day.

Help Them With Services That You Do Not Provide

Clients may hire you to design and develop a Web presence for them, but in the course of the project you will often discover that they need other services that you do not provide. By listening to their needs, you might learn that they have issues with their payroll company or their accountants or some other aspect of their business.

Look to your own business and the vendors you use. There may be a service or company that you have had success with that you could recommend. Also look to your other clients to see whether they offer services that fit. If appropriate, set up a lunch meeting between you, the client with the need and the client that might be able to fill that need. Not only will you be taking two clients out for lunch, you will hopefully be helping them both by making a valuable connection between the two companies.

When a client can say, “I hired this company to design our website and they ended up helping us revamp our entire payroll system!” you position yourself as much more than just their “Web team” — you show that you are a valued business resource and a trusted advisor.

Pick Up The Phone

Good communication is key to any relationship. Still, judging from the number of clients I speak with who are unhappy with their current Web team — not because they do a poor job, but because they are unresponsive — quality communication is not always a given.

Regularly updating your clients by email is important, but also pick up the phone every now and then, so that you become more than just that distant person behind those electronic updates. By hearing your voice, clients will feel more connected to you and the project. It also shows them that you value them enough to take the time to make a personal call, and it gives you a chance to talk about something other than business.

Conversation
Regular phone calls allow you to have real conversations with clients, communicating at a personal level that email and other electronic updates do not allow for. (Image: opensourceway)

Face The Bad Times Head On

Have you ever had to share bad news with a client, but rather than pick up the phone to discuss the issue, you waited and sent an email at 5:15 pm on a Friday? By doing this, you may have bought yourself a few more days before having to face the client’s worried questions, but you also damage the relationship by hiding behind an email. It also means that the client will read the bad news first thing on Monday morning; definitely not a good start to their week, and definitely not the way to treat a valued relationship.

Here’s a secret: clients do not expect you to be perfect. They do, however, expect you to be honest. When something goes wrong, let them know quickly so that they are not blindsided by the issue later on. And never deliver bad news by email. Picking up the phone to discuss the news lets you reassure the client and answer any questions they may have. An after-hours email certainly won’t do that for them.

If the matter is handled correctly, the client will not remember that something went wrong. They will remember that you were honest and kept them apprised of the state of the project, even when it did not go according to plan.

Be Thankful And Show Appreciation

When was the last time you thanked a client for working with you? How did you do it? Did you send a basket of cookies or chocolate with a generic “thank you” message, or did you do something more personal?

Too often, we fail to even thank our clients for their business. We are so keen to finish a project and move on to the next one that we forget to properly show our appreciation.

While a basket of sweets and a generic message is better than nothing, consider sending a personal, handwritten thank-you note.

Handwritten letters have become all but extinct these days. With the rise of electronic communication such as email, social networks and text messaging, so few people take the time and effort to actually write a letter. The gesture of a personal letter will delight and surprise your client, not only because you have thanked them, but because the way you did so was personal, memorable and the perfect cap to a successful project.

Thank you!
A thankful, personal handwritten card is a great way to cap off a successful project. (Image: irrezolut)

OK, you’ve got a great new site and planned out a fail-proof content strategy. You’re going to be posting all sorts of interesting and insightful blog posts and newsletters, and everyone is going to come to read it. Then they are going to hire you to do work. Right? If you build it they will come. Isn’t that the way it works?

Not really…

While we are big proponents of a strong content strategy, simply putting the content out there is not going to drive traffic from far and near to come visit your site. You have to spend the extra time promoting your content as well. Producing the content is the first big step, and it is definitely going to send you in the right direction, but promoting that great content is just as important.

Newsletter Promotion

One great piece of content that is actually a promotion tool as well is an email newsletter. Just to be clear, when I say “email newsletter,” I am referring to long-form content that is well-writen and is distributed via an attractive email that includes a graphic, an abstract of the article, and a link back to the site.

The email should alert subscribers and drive them to your site to read the content, not deliver it all straight to their inbox. If you just deliver the full article, then it just becomes content, not a promotion tool. However, by providing an abstract of the article, then drawing the readers back to your site, you not only are promoting the newsletter content that lives on your site, but it also makes the reader aware of the other content you have to offer.

I would also recommend watching the webinar by Dan Zarrella called “The Science of Email Marketing,” to learn more about the best times to send your newsletters, the best words to use in subject lines, as well as some real data about frequency and the importance of subscriber freshness.

Blog Digest

While on the topic of email marketing, you should also consider putting together a digest email that promotes your short-form content (think: blog posts) by sending out a weekly or bi-monthly (or whatever frequency is appropriate) email that includes a list of recent content with links back to the site.

A digest can serve as a reminder to the user of all the content you are continually publishing. A relative few people utilize RSS readers, as most would prefer to receive the updates right in their inbox, so we suggest giving them this option.

Promotion through social media

I hate to be one to jump on the bandwagon, but the fact of the matter is that social media is one of the best ways to promote your content, if you do it well. You must determine what social media platforms are appropriate for your target audience. Is Facebook the way to go, or are most of your users active in LinkedIn? Or maybe they’re early adaptors and you want to promote on the new Google+.

Odds are, it is a mixture of social media avenues, and a mixture of active and passive promotion. Active promotion refers to you actively posting your website content to your social media pages. Passive refers to enabling sharing options on your site to leverage the social networks of your readers.

What we do to promote our content through social media is not going to work for everyone, and what others do probably won’t work for us. But, I will use Newfangled as an example.

Whenever we send a newsletter or post a new blog post, we promote it by first tweeting about it. Usually Chris Butler will tweet it once it is published, and it will usually get a couple of re-tweets from others in the office.

The other social media avenue we utilize is LinkedIn. We started a group on LinkedIn which is fairly active, and we promote discussion in this group. Because of this small, engaged audience, it makes LinkedIn a good place for us to promote our content as well. Joining active, tightly-focused LinedIn groups can be very beneficial because it enables you to reach a very targeted audience. Some other niche groups I would recommend are the PJA Advertising: This Week in Digital Media group, or the HOW Mind Your Own Business group, just to name a couple.

Use your website

Sometimes the best promotion tool is your own website. A website that is focused on content strategy should have various avenues to promote the all-important content.

For example, we have the ability to publicize newsletters and blog posts in specified areas of our homepage so that they are seen as soon as a user hits the site.

Another way we publicize within the site is our related content sidebar widget. If you look over to the right on this page, you’ll see a sidebar widget at the very top that suggests other related articles that you may enjoy. This is a more passive promotion, but we have noticed that it can be quite affective.

Make it personal

Occasionally taking the time to send a uniquely crafted, regular old email to someone who you think would enjoy reading and benefit from the content can really stand out. Promotion doesn’t always have to be to the masses – it’s OK to promote content at an individual level.

These are just a few examples of how to promote your content. Clearly, there are other ways to promote your content and your brand, but remember, writing the content is only half the work. The other half is getting it into the hands of people who want to read it.

Feedback is key to keeping clients happy

Hardly anyone likes asking for comments on their work, but the process is critical to career development and good results.

Designers are incredibly egotistical. They’re pretty sure we have all the answers, the best skills and the keenest eye. That’s good for pushing things forward, but it shouldn’t get in the way of creating the best solutions, and good solutions require feedback. As creatives, they don’t know everything, even if it’s sometimes their job to work as though they do. Criticism is key to improving craft and keeping clients happy and invested.

This external evaluation is a crucial element of design and implementation, yet one that’s sometimes overlooked and often misunderstood. It’s a complete nightmare if you have nitpicky or ill-informed customers – it can blow projects out so that they run way beyond scope, and can even lead to hostile client relationships. The key is knowing when to get opinions, how to ask for them and what to do with them.

Timing and method

If you’re concerned about people’s comments, you might be tempted to leave it as long as you can to ask for them: “I’ll wait till I’m almost finished, so that if there’s feedback, it’s too late, and I don’t have to worry about it.” If you follow this rule, you’re doing a disservice not only to your client and your company, but also to yourself.

Ask for assessments early, and often. If you’re working on a new site or application, start getting comments as soon as there’s material to be looked at; this will mitigate trouble down the road, and improve your design sense and skills to boot.

One of the main reasons for feedback being neglected is that it so often leads to problems. Part of the issue is understanding how to request opinions. Ask for exactly what you’re looking for. Open-ended questions such as, “What do you think of this?” broaden the discussion too far. If you’re getting feedback in person, have an outline ready. If it’s over email, make sure to give context and frame the conversation.

Choose who you want to approach. There are times when colleagues are ideal, and situations when clients are better. Plan for the responses you want, and don’t be afraid to shut people out – unsolicited input can too easily be unproductive.

Don’t look for or accept feedback just to tick it off the list; the goal is to improve and move forward. It’s easy to get too much or too little criticism, or comments that don’t move things forward. Getting constructive results is an art form, and it takes practice, both from those asking for them as well as those giving them. Try approaching people at multiple stages of your projects. You’ll find there are valuable opinions to be had on everything from sketches to code.

Dealing with responses

Now that you’ve asked for and received feedback, what do you do with it? Acting on comments can be the most challenging aspect of design, but also the most rewarding.

Don’t blindly implement all changes, especially in client relationships. It’s your job to determine what will lead to a better final product. And don’t ignore feedback. In many cases, it can be easy to, especially when it goes against your design, beliefs or ego. Balance your own artistic sense and skills against those of the person who gave you criticism, and stay humble. There’s almost always something to learn and work on. Look for it, and show that you’ve listened.

Practice asking for and acting on people’s opinions frequently, so that you can learn when and how to ask for them, and what to do with them. We’ll always think we’re right – the right designs, the right copy, the right interactions, the right code. Feedback helps us be correct, and stay so, while learning more about our craft and the people we work with. Don’t be afraid to face up to it; your ego will be just fine.

By now, most small business owners understand the important role the Internet can play in helping to raise and drive interest and demand for their products and services. With all the innovative online technologies out there, it’s easy to feel tempted to rush into things. Please, for the love of your business, slow down.

Before you worry about launching a Twitter channel or pitching a post idea to a local blogger, you need to take a step back and consider how online conversations might impact the reputation of your small business. PR blow-ups aren’t just a problem for big companies — there are risks for small businesses, too. Online engagement requires the same level of planning and thought you give to other parts of your business. Here are four tips for protecting your small business — and livelihood — online.

1. Research & Planning

Thinking through the details is the most important way you can start to protect your reputation online, whether you have a small bakery outside Detroit or a multi-national corporation. Ask yourself these important questions before you do anything:

  • What are my goals and objectives?
  • Who am I trying to reach? Where do I think those people are online?
  • What online channels or social media sites might be the right fit for my business?
  • How much time do I realistically have to invest in this?
  • Am I prepared for negative conversation about my products and services?

Use the intelligence you gather to assemble a plan, and think modestly to start. Remember, the goal is not to get on every social media channel out there. You should instead be contributing in the places online that make sense for you.

2. Monitoring & Listening

Like research and planning, listening to online conversations is a critical part of protecting your small business’s reputation. There are a couple of reasons why.

First, before you start communicating, you should know what others are saying about you, your competitors and other similar businesses. This background information will help you determine what you can share that others might find of interest or value. It will also help prevent you from sticking your foot in your mouth. If you open a butcher shop, you’d want to know the most influential foodie blogger in your area is a vegetarian before you shoot him an email about your new organic bacon, for example.

Monitoring conversation is also important because it will help you uncover complaints and other problems that you might not otherwise know about. This is directly connected to how you respond to negative comments, which we’ll explore in a moment. There are number of easy ways you can monitor online conversation, such as using a tool like HootSuite for Twitter and Facebook and Google Alerts for blogs and traditional media coverage. Mashable has a number of great articles with more information on how you can do this affordably.

3. Joining the Conversation

How you engage in conversations online will vary depending on the channel you pick, whether that’s Facebook or Foursquare. No matter what channel you choose, you can help mitigate risks to your business by planning ahead, being committed and showing transparency.

  • Planning ahead. Like newspapers and magazines, big companies often create editorial calendars for their online communications, aligning things like company events and press releases with messages on Facebook, Twitter and blogs. Your small business might not need an elaborate spreadsheet to schedule your updates, but you should look ahead and think through the news and information you might want to share in the weeks ahead. Try creating your own calendar every two weeks. After you give that a try, you can do it more or less frequently, depending on what works best for you.
  • Being Committed. When you join conversations, online communities will expect you to stick around. Oftentimes, people may have follow-up questions or new issues may arise. Don’t post something and disappear. Keep your editorial calendar current and keep checking back on old posts and respond again, if warranted. If you don’t, people will begin to see your online interactions as self-serving or lazy, and you will lose trust.
  • Showing Transparency. Lastly, always be transparent about who you are and what you’re doing online. This is extremely important. Whenever you join conversations, whether it is emailing a blogger, commenting on a Facebook post or responding to a comment about your business on Yelp, always be very clear that you are responding on behalf of your small business. In some cases, it may even make sense to include your email address so people who would like more information can reach you. Online communities hate feeling misled — even if it is completely unintentional. Above, you’ll see a great example from a small indie record shop in Cleveland on how to keep your community informed about important policy changes that impact them in a friendly, casual and professional way.

4. When Conversation Turns Negative

Before you hit the ground running with your digital communications plan, there is one last thing to consider: What will you do if people write nasty things about you, or even worse, an issue explodes that could deliver a devastating knock-out blow to your business?

The risks can be scary, but the good news is that by preparing in advance and following the guidelines discussed above, you can manage those risks. The most important thing to do when you receive negative feedback is to respond as soon as possible — and that’s true of almost any online channel. Below is an example from Capital Bikeshare in Washington, D.C. This is a successful response because it is prompt, open to the public and offers an apology to the customer for his inconvenience. There is nothing wrong with admitting a mistake or apologizing. Most people will stick with you if you work to make things right.

Our last point — and this is really important — is to be very cautious about deleting negative comments. By overreacting to negative discussion, it may look like your business has something to hide. This chips away at the community’s trust in you. You also will lose a valuable opportunity to change opinions. Thoughtful responses to negative comments are a terrific opportunity to engage your customers, help correct their complaints and potentially turn them into advocates. Don’t throw that opportunity away by simply making an uncomfortable discussion disappear.

Do you have more tips for small businesses looking to engage online communities? Let us know in the comments below.

Email signatures are so easy to do well, that it’s really a shame how often they’re done poorly. Many people want their signature to reflect their personality, provide pertinent information and more, but they can easily go overboard. Why are email signatures important? They may be boring and the last item on your list of things to get right, but they affect the tone of every email you write.

Email signatures contain alternative contact details, pertinent job titles and company names, which help the recipient get in touch when emails are not responded to. Sometimes, they give the recipient an idea of who wrote the email in case it has been a while since they have been in touch. They are also professional: like a letterhead, they show that you run a business (in some countries, you’re required to do so). Here are some tips on how to create a tasteful signature that works.

Be Concise

First and foremost, the sender’s header (the “From” field) should have a name, and you should use a company email address if you can. If someone sees stevies747@hotmail.com, they’ll suspect it’s spam. If the sender’s header reads, “Steve Stevenson – Mister Stevenson Design Company” <steve@misterstevenson.com>, they’ll know it’s a professional email from Steve, their trusted designer.

Start by making your website a link. Many email clients convert email addresses and websites into links automatically, but not always. When you’re creating the HTML for an email, make sure the link will appear by adding writing it in HTML. And instead of linking text like “My website,” type out the URL, which will be useful for those who want to copy and paste the address.

An email signature shouldn’t double the email’s length, so make it as short as possible (three lines is usually enough). Don’t get into your life story here. The purpose of a signature is to let them see who you are and how to get in touch with you.

Make Sure to Include…

  • Your name,
  • Your company and position,
  • How to get in touch with you.

No need to include 10 different ways to get in touch with you. As in website design, less is more; and then they’ll know which way you prefer to be contacted. Go to two or three lines, with a maximum of 72 character per line (many email applications have a maximum width of 80 characters, so limit the length to avoid unsightly wrapping). An optional fourth line could be your company address, but use caution if you work from home.

--
Steve Stevenson, Web Designer

www.misterstevenson.com | steve@misterstevenson.com

Short and Concise, but Check the Rules

In some European countries, laws dictate what items you must put in your email signature if you are a registered company. For example, UK law requires private and public limited companies to include the following:

  • Company number,
  • Address of registration,
  • VAT number, if there is one.

You can be fined for not including this information on all electronic correspondence and on your website and stationary. Many freelancers and small businesses have ignored these rules since their inception, risking a fine. For more information on UK rules, go here. Do some research to find out what rules apply in your country.

--
Steve Stevenson, Web Designer

www.misterstevenson.com | steve@misterstevenson.com

55 Main Street, London, UK, EC2A 1RE

Company number: 12345678

Don’t Include…

  • Personal Twitter, IM or Skype details;
  • Your home phone number or address (unless you want to be called by international clients early in the morning);
  • The URL of your personal website;
  • Random quotes at the bottom;
  • Your entire skill set, CV and lifetime achievements in point form.

Random quotes are fun for friends, but you risk offending business associates with whom you don’t have a personal relationship. Unless you want clients contacting you while you’re watching Lost, don’t share your home details far and wide. Also, don’t share your personal contact information with your corporate partners. They certainly won’t be interested in it, and you may not want them to know certain details about you. However, mentioning your corporate Twitter account or alternative means of contact in your signature might be useful, in case your correspondent is not able to get in touch with you by regular email.

Duck Stand Md Wht in The Art And Science Of The Email Signature Steve Stevenson, Web Designer
web: www.misterstevenson.com
blog: blogspot.celebritiesneedhelp.com
email: steve@misterstevenson.com
home: 613.555.2654
home (wife): 613.555.3369
work: 613.555.9876
cell: 613.555.123455 Drury Lane
Apartment 22
Ottawa, Ontario
Canada

twitter:
@stevie_liverpool_fan
skype: stevie_the_man
messenger: stevie_mrstevenson

I specialize in:
Web design
Graphic design
Logo design
Front-end development
UI design

“Flying may not be all plain sailing, but the fun of it is
worth the price.”
-Amelia Aerheart

Don’t do this.

Images And Logos

Let’s get this out of the way now: your entire signature shouldn’t be an image. Sure, it will look exactly how you want, but it is completely impractical. Not only does an image increase the email’s file size, but it will likely be blocked before being opened. And how does someone copy information from an image?

All Image in The Art And Science Of The Email Signature
This signature is too big at 20 KB and impossible to copy.

Any images should be used with care and attention. If you do use one, make it small in both dimensions and size, and make it fit in aesthetically with the rest of the signature. 50 x 50 pixels should be plenty big for any logo. If you want to be taken seriously as a business person, do not make it an animated picture, dancing dog or shooting rainbow!

Most email clients store images as attachments or block them by default. So, if you present your signature as an image, your correspondents will have a hard time guessing when you’ve sent a genuine attachment.

The best way to include an image is to host it on a server somewhere and then use the absolute URL to insert the logo. For example, upload the logo to http://www.example.com/uploads/logo.gif. And then, in your email signature’s HTML, insert the image like so:

1 <img src="http://www.example.com/uploads/logo.gif" width="300" height="250" alt="example's logo" />

Don’t Be A Fancy Pants

Use vCards With Caution

While vCards are a great, convenient way to share contact information, in emails they add bytes and appear as attachments. It is often said that you shouldn’t use a vCard for your email signature, because as helpful as it might be the first time you correspond with someone, receiving it every time after that gets annoying. Besides, the average email user won’t know what it is. Look at the example below. Would an average user know what that is?

---
Steve Stevenson, Web Designer

www.misterstevenson.com | steve@misterstevenson.com

Vcard in The Art And Science Of The Email Signaturewidth="162" height="52" />

If you do want to provide a vCard, just include a link to a remote copy.

What About Confidentiality Clauses?

If your emails include confidential information, you may need to include a non-disclosure agreement to prevent information leaks. However, good practice is never to send sensitive information as plain text in emails because the information could be extracted by third parties or forwarded by recipients to other people. Thus, including a non-disclosure agreement doesn’t make much sense if you do not send sensitive information anyway.

Keep in mind, too, that the longer a confidentiality clause is, the more unlikely someone will actually read it. Again, check your country’s privacy laws. Some big companies require a disclosure with every email, but if you’re at a small company or are a freelancer and don’t really require it, then don’t put it in. The length of such clauses can be annoying, especially in short emails.

---
Warm Regards & Stay Creative!
Aidan Huang (Editor)
-------------------------------------------
Onextrapixel
Showcasing Web Treats Without Hitch
web . http://www.onextrapixel.com
twi . http://twitter.com/onextrapixel
---------------------------------------------------------------------------------

This email and any files transmitted with it are confidential and intended solely for the use of the individual or entity to whom they are addressed. If you have received this email in error please notify the sender. This message contains confidential information and is intended only for the individual named. If you are not the named addressee you should not disseminate, distribute or copy this email. Please notify the sender immediately by email if you have received this email by mistake and delete this email from your system. If you are not the intended recipient you are notified that disclosing, copying, distributing or taking any action in reliance on the contents of this information is strictly prohibited.

--

This email and any files transmitted with it are confidential. If you have received this email in error please notify the sender and then delete it immediately. Please note that any views or opinions presented in this email are solely those of the author and do not necessarily represent those of Company.

The recipient should check this email and any attachments for the presence of viruses. Company accepts no liability for any damage caused by any virus transmitted by this email.

Company may regularly and randomly monitor outgoing and incoming emails (including the content of them) and other telecommunications on its email and telecommunications systems. By replying to this email you give your consent to such monitoring.

*****

Save resources: think before you print.

Don’t Be Afraid to Show Some Personality

Although your email signature should be concise and memorable, it doesn’t have to be boring. Feel free to make your email signature stand out by polishing it with your creative design ideas or your personal touch. Using a warm greeting, adding a cheeky key as Dan Rubin does or encouraging people to “stalk” you as Paddy Donnelly does, all show personality behind simple text.

The key to a simple, memorable and beautiful email signature lies in balancing personal data and your contact details. In fact, some designers have quite original email signatures; most of the time, simple ASCII is enough.

--
h: http://danielrubin.org
w: http://sidebarcreative.com
b: http://superfluousbanter.org

m: +1 234 567 8901
i: superfluouschat

k: h = home, w = work, b = blog, m = mobile, i = aim, k = key
Paddy

--

The Site: http://iampaddy.com
Stalk Me: http://twitter.com/paddydonnelly
--

With optimism,
Dmitry Belitsky
http://belitsky.info
///////////////////////////////////////////////////////////////////
/// Matthias Kretschmann     ///   krema@xxxxxxxx.xx            ///
/// freelance designer &     ///   www.kremalicious.com         ///
/// photographer             ///   www.matthiaskretschmann.com  ///
///////////////////////////////////////////////////////////////////
/// media studies / communication science & art history         ///
/// MLU Halle-Wittenberg                                        ///
///////////////////////////////////////////////////////////////////
--
With greetings from Freiburg, Germany,
Vitaly Friedman (editor-in-chief)
-------------------------------------------------

HTML?

If you can, stay away from HTML formatting. Every Web designer knows the pain of HTML newsletters, and while HTML is supported for email signatures, you’ll likely have problems with images and divider lines in different email clients. Some nice ASCII formatting may work in some cases.

Of course, if you’re really keen to use HTML, keep it simple:

  • Make sure it still looks good in plain text.
  • Use black and standard-sized fonts, and stay away from big, tiny and rainbow-colored fonts.
  • Don’t use CSS. Inline HTML formatting is universally accepted.
  • Use common Web fonts.
  • Including a logo? Make sure the signature looks nice even when the logo doesn’t load or is blocked.
  • Check how it looks when forwarded. Do all the lines wrap correctly?
  • You may want to load your company image as your gravatar from Gravatar.com as Joost de Valk does.
  • Feel free to experiemnt with your e-mail signature: Jan Diblík uses a signature with dynamicaly changed promo image.

In a highly competitive business environment, good communication is the engine of success.

With social media so ubiquitous, much can be achieved… and overlooked. When sharing interests and experiences online is so easy, people put less effort into maintaining their relationships, thus shortening the average life of an interpersonal connection.

A close look at the problem reveals that minimal effort can turn contacts into veritable relationships. Basic practices such as attentiveness, courtesy and friendliness can make each of your connections more meaningful and valuable. The advantages may be apparent or hidden, and they lead to client loyalty, referrals and a healthy public image.

Here you’ll learn how to enhance your communication strategy and make the most of every connection by keeping a few simple principles in mind.

Can’t Do the Job? Offer Advice

Saying no to a job offer is okay, but that doesn’t mean you have to reject the client. If offering your services is not possible, then offer some advice. Expert tips are valuable. At the very least, the company will appreciate your willingness to help, and that’s good for your reputation.

Let’s say that your quote is higher than a prospective client can afford, and you have to turn down the project. If it’s a matter of doing a couple of hours of extra work, think about taking it on anyway; most clients will appreciate the sacrifice. If you definitely can’t do it, perhaps you could include suggestions (based on what you know about the project) in your email declining the work.

A wide range of website-building services could be useful for low-budget projects, but less web-savvy clients might not know about them. Here are a few you could bring to their attention:

  • Site2You is an all-in-one solution for setting up and maintaining a business website. It includes a user-friendly website builder, e-commerce functionality (if enabled), hosting and domain-name services and professional support, all for quite an affordable price (plus a free trial).
  • is a user-friendly Flash website builder. Both free and paid accounts are available. It’s an attractive option for non-professionals.
  • WordPress is a decent website-building tool as well. You could even refer the client to a WordPress theme developer who you know, thus doing them two favors in a turn. Good karma!

Don’t leave the client helpless.

Always ask permission before dispensing advice; people will likely appreciate your input, but less so if it’s unsolicited.

Instead of wasting time reviewing projects that you’re not going to do and dwelling on lost job opportunities, communicate with these contacts. They will be grateful and will keep your name on their shortlist.

 

Recommend People To Work…

…with you: You probably know what’s happening in the design world and, because of social networking, can see who is doing interesting work.

Make contact and build relationships with other design experts and specialists so that when a project that requires it, you’ll be able to suggest competent copywriters, developers or illustrators. You’ll increase the chances of the project’s success and, thus, contribute to your own professional success.

…instead of you: Hard work won’t get you every great gig. If you receive an exciting job offer but your schedule is already full, don’t get upset; you will make another designer happy by sending the client their way-and helping others feels good. Yeah, you’ll lose a great project and a potentially regular client, but that would have happened anyway, right?

Get the most out of the situation by serving as a link. (And remember: refer clients only to professionals who you trust.) Whatever the project’s outcome, your gesture won’t be forgotten; the client will likely look for an opportunity to return the favor.

Never underestimate the value of word of mouth.

By the way, you might also like reading Web Designer’s Guide to Copywriting Profits.

Create a list of competent professionals who you could recommend to clients. You’ll show that you have a comprehensive grasp of the field, which they’ll appreciate.

 

Set Up a Friendly Email Policy

Your handling of email can make or break your communication strategy. We don’t have to look far for examples: just count the number of important connections you’ve established and maintained via email.

If email is your main communication medium, then put a suitable amount of effort into managing it. At the same time, put reasonable limits on the amount of time you spend on it.

Here are some simple techniques to manage email effectively. They might seem obvious-and they are easy to do-but they still get overlooked.

Auto-Reply

Using an answering machine is hardly a personalized approach, but it’s better than letting clients and others guess whether their emails have reached you.

Before going off the grid, write an automated reply to inform correspondents that you will contact them upon your return.

Automated replies are also useful for those who are lucky enough to attract a high volume of inquiries (not counting spam, of course). But do not promise to get back to someone ASAP if you’re not sure you can. Sure, saying so sounds better than something like, “Sorry, I can’t answer every message because of my high volume of email,” but it will put people off if you don’t follow through on your word.

Fast Response

Answer your emails promptly and clients will love you for it. Seriously, do it. Composing a message takes only a minute. You might not be able to solve their problems in that email, but a quick response is still appreciated.

Showing your concern will distinguish you from the client’s other contractors and partners.

Don’t keep people waiting.

Make a Good Impression

When approaching someone for the first time by email, make sure your message gives the right impression. Always check your spelling, and use a friendly but dignified tone of voice. Include a tasteful signature, but make sure the message, not the signature, is the focus.

When you want to inform your client base about important news or remind them that you exist, you’ll probably use an HTML newsletter. Before designing one, investigate which email service most of your recipients use so that you avoid problems with rendering and display.

Here are a few tools and resources to enhance your email communications:

 

Give Thank-You Gifts and Offer Freebies

A thank-you email might not feel like enough for a long-term client. What about cool office knickknacks or t-shirts? Never wait for the client to show their appreciation first; if you have enjoyed working with them, go ahead and show it! People will be twice as ready to help you out in future if they feel appreciated.

Don’t use gifts to suck up, though. If you have failed in a project, a fancy present won’t make the client ask you back again. Sincere gifts and gestures can only strengthen healthy relationships.

Another great way to tighten the ties in your network is to give stuff away. You could design and share freebies for your blog readers or social network pals. And don’t be afraid to re-gift; perhaps you have unused discount coupons, gift cards or other promotional items that you won in giveaways.

Luck is a funny thing; it often happens that we only get for free the things we don’t really need. But what you find useless, someone else might benefit from. Why not put it to use? Don’t let a coupon expire or a cool but ill-fitting t-shirt lie in your closet unpacked and collecting dust. Give it away. The simple act will get you kudos and a lot of attention. Swapping less for more: sounds like a great deal to me!

Announcing a give-away on Twitter or Facebook makes re-gifting a zero-risk enterprise.

Don’t Forget About Live Communication

Most of your work-especially if you’re a freelancer-takes place online. You might not notice that you’re gradually shifting into virtual-only mode, because your friends and clients (and everyone else for that matter) are just an email, tweet or Facebook message away.

Don’t be fooled by the unlimited pseudo-connectivity. Digital communication does not replace actual socializing. A photo gallery of your college reunion on Facebook won’t feel at all like the real thing, and watching recorded talks from a design event differs vastly from the experience you would have had if you were there in person.

More importantly, by limiting your communication to emails, IM, online social networking and Warcraft raids, you might lose some social skills and erode your ability to consult, negotiate and talk with actual people face to face. That still matters.

You might also enjoy reading “A Life Guide for the Antisocial Freelancer.”

What might happen if typing becomes your main way of communicating with others. (Image: The Oatmeal)

A ton of books and resources explore the principles of effective communication. The techniques won’t always come naturally, despite being “social” in nature.

Basic qualities like attentiveness, courtesy and willingness to listen can do wonders. Incorporate them into your communication habits and you’ll gain empathy, appreciation and referrals from clients, peers and friends.

This article is about: The biggest copywriting mistakes you can make and how to avoid them. How to write for both search engines and humans. Tips on writing killer SEO-friendly headlines. Where to find inspiration for blog posts.Why list posts will always work. Why keeping a swipe file can be crucial.

1. Avoid Common Copywriting Mistakes

“There are still a lot of mistakes being made out there.” Here are some of the top copywriting mistakes:

  • Not knowing what a landing page is or how to utilize one. You can’t send pay-per-click traffic to your brochure-like website and expect results.
  • Not focusing on creating content. People want content, not a stagnant website.
  • Not paying attention to headlines. Headlines are how people decide whether or not to pay attention to your writing.
  • Not formatting your blog posts correctly. You need to include a call-to-action at the end of a post. You need to make your content engaging.

2. Write for Both Search Engines and Humans

“You have to take Google into account, but what Google wants to see is that people love it.”

With search engine optimization, you need inbound links. The principle way Google and other search engines decide how content/websites rank in search results is through analyzing the inbound links that site/page has received. Content that generates more inbound links is more valuable and more highly rankable than similar content without inbound links.

So if you have a good, easily scannable piece of content with a solid headline, people are going to share that and link to you. The more links you have, the more highly you rank, and so on.

The substance has to be there, but it’s also about how you present the information. If you’re giving an in-person presentation, you have to have great information and amazing slides. It’s the same thing with the written word and video.

You need to have great content, but you also need to present it well with an enticing, clear headline and easy-to-digest information. Your content has to be easy for people to find, share, and link to. And it needs to have the right keywords that your audience is searching for.

3. Create Clear, Interesting Headlines

“A traditional copywriter in direct response will always write the headline first, but they know what they are going to write about in general. They have a product to sell.”

Recommendations writing the headline before you write the post. You’ve had to think about your post and what you’re going to write and what you’re trying to accomplish.

Some people write the headline last, and it’s really just a different approach to writing.

The main point is that the headline is the promise of what the content delivers. So whether you write it first, or go back and create a headline after you’ve written the post, it needs to foreshadow your content.

4. Find Inspiration for Blog Posts

“I always love to tell the story about how the printing press was invented by Gutenberg seeing a wine press and a coin stamp. Those two things have nothing to do with printing, but he figured it out from there. Or like Henry Ford went to a meat packing plant in Chicago and saw how they had conveyor belt assembly lines, and he applied that to the automobile industry, which was completely unheard of before then. So you have got to look for the intersections, but they are usually off in another area, and just be very observant about it. There are ideas everywhere.”

You can find inspiration everywhere. Watch movies, read books and news articles, and you’ll start to see analogies you can make in your writing. It’s about making observations and judging whether the idea will work.

5. Don’t Undermine the Power of the List Post

“Think of yourself online. You don’t generally read every word unless it’s really something that is a homerun that you need to pay attention to. That is why list posts work. I know they are called trite and cliche, but they have been working for over 100 years, and they are not going to stop because people haven’t changed.”

It starts with the headline. The more specific you can be, the higher your click-through rates will be, because readers will have more information to determine whether reading the post is worth their time.

Specifying a number is just very brain-friendly, as is scannable content. You can go through a list post quickly and determine whether or not you want to go back and read every item.

6. Keep a Swipe File

“I don’t do it as much as I used to. People of all experience levels keep swipe files, but mainly, the great thing is seeing what has worked in the past and making sure you understand why they worked.”

A swipe file is a great way to keep track of what’s worked in the past and why. Swipe files are also great for inspiration. The important thing is to adapt great things you see (headlines, etc.) to your audience.

SEO and Copywriting Resources

“I don’t read a ton of blogs. A lot of what I go back to time and again are classic copywriting books, philosophy, even Aristotle’s Rhetoric. It sounds bizarre, but all those foundational aspects of persuasion date back thousands of years. Now, of course, times change, technology changes and context changes, but people are fundamentally the same. So you just have to adapt into this new environment.”