Last Wednesday (1/27/10) we debuted a new video that was produced for the Regional Planning Commission of Greater Birmingham (RPCGB). The RPCGB is a community development organization that represents six counties and 84 municipalities in central Alabama. By leveraging state and federal funds, the RPCGB provides various services to its member governments that help facilitate growth and development. These programs are incredibly far-reaching, so they approached us and asked us to create a 4-minute video that would give viewers a basic introduction to the organization and the services it offers. We shot the video with the Panasonic HVX-200A at 720p/24p.
The office phone rings. You pick it up and on the other end is someone interested in hiring you for their services. You grab a nearby notebook and pen and start jotting down notes as he/sh discuss what their company needs. As the conversation continues, you start to realize that this will be a very exciting and very profitable project. It’s a great moment for a small business owner or freelancer, but sometimes even quality leads can fizzle. It’s the nature of the business. Projects get put on hold for various reasons - no money, new CEO, a new board rotates on, the committee can’t agree on details, your contact gets distracted, etc. Once I was very close to signing a contract with a potential client, but the project was shelved when the company started dealing with some major internal issues. Some leads are extremely courteous and will let you know what’s going on. Others simply drop off the face of the earth. What can you do as a small business owner or freelancer when projects get put on hold?
- It’s Out of Your Control - The first and most important thing to remember is that you can’t force your contact to sign the contract and send in a deposit. It can be horribly disappointing when you are on the verge of landing a big job, but sometimes you simply have to shrug your shoulders and move on. It’s out of your hands.
- Don’t Put All Your Eggs In One Basket - Just because that golden carrot is dangling out there in front of you, don’t neglect your other marketing efforts. Do all that you can to develop new business. Don’t count on that one project to sustain you, because it might not be there when you need it the most.
- Fix a Limit on Your Bids - When submitting a budget to a potential client, I always insert a note that says something to the effect of, “Bid valid for up to ninety days beyond the submission date.” Over time, both the market and your rates will change. The budget you submit should reflect current conditions so that you can earn what is fair. This clause protects you if a project is shelved for many months or even years.
- Keep Your Name at the Forefront - If you’re contact is MIA, don’t be afraid to keep your name in front of them, but this must be done in a very subtle manner. You never want to appear desperate for the job. The best way to do this is to sign your contact up for your free monthly newsletter. It lets your contact know that you’re still out there by keeping your name in front of them.
- Check In Via Email - Don’t do this often, because (as stated in #3 above) it makes you look desperate. Usually if the contact needs your services, he/she will let you know. However, it’s okay to check in via email every few months, just to check on the status of the project. If there’s no news after three follow-ups, I wouldn’t contact the company any more regarding that particular job. I would, however, write to them if you have a new demo reel or portfolio available, or if you have some announcement related to your business.
Projects are often shelved because marketing and advertising is the first thing on the choppping block for many businesses. Try not to let it discourage you. You never know when that job might re-surface.
In the world of video production, projects can span several months, depending on the complexity of the job and the amount of people involved. And during that time, a TON of emails will pass back and forth between the client and production company. Whether you work for the client or the production company, it’s important to save and organize those e-mails. Doing so will help both parties maintain clear expectations as the project moves forward.
Defining the Scope of the Project
When a potential client calls, interested in hiring me to produce a video, they usually go over the basic scope of the project. I am always diligent to take notes and ask questions during this initial conversation. As we draw closer to signing a contract, I always send an email, outlining the project, to make sure I understand everything correctly. Having all of these details recorded in an email is a valuable asset, because it’s much easier to reference an email than try to recall what was or was not said in a phone conversation.
Changing the Project
If a video project is under the oversight of a committee, the scope of the job might change several times before the contract is signed. Here again, saving and organizing every email is important, because it can get very confusing very quickly if changes are being made constantly. Contradictions can become a serious problem unless you have an email that you can refer to. Those emails are a clear record of what was said, by whom, and when.
Obtaining Materials for the Project
Many times a client will email me a signed contract. As the project moves forward, they might send me all kinds of materials for use in the video - scripts, photos, links, titles and other graphics, etc. I will always download these to my hard drive and store them in my project file. However, I will always archive the emails containing these attachments, in case something happens to the files on the hard drive. You always want your client to have faith and confidence in your abilities and your work ethic. Having to ask your client to re-send materials over and over doesn’t exactly send the message that you are organized and efficient.
Conclusion
I use Gmail as my email client. I find that when it comes to organizing, archiving, and searching for messages, Gmail works best for me. And it offers plenty of storage space. I usually hold on to conversations for about one year before deleting them, just in case a client needs to refer back to a specific job. Remaining diligent in your record-keeping will be of great benefit to your client relations.
Getting started as a freelancer or small business owner in the creative field is definitely exciting. Whether you are in video production, graphic design, photography, web design, etc. emotions become a mixture of anticipation and anxiety. As you grow your business, you will always be on the lookout for new relationships and new opportunities. But as you promote your busines, it’s important to keep some ethical guidelines in mind.
At some point in your career, you will be hired out as a sub-contractor for another company. You may be hired to go out and shoot some b-roll footage or you might be asked to shoot some stills of a particular event. During these jobs, you are representing some one else - not your own business. You should never use it as an opportunity to hand out your own business cards and gain clients for yourself. This can be difficult to do, especially if you are first starting out and the client is pleased with your work. Remember, how would you feel if you had an established relationship with a client and a freelancer you hired was on location promoting himself and not your business?
In other situations you might be brought in on a project because you have a specific skill set. For example, let’s say a marketing project manager has a client who requests video production work in addition to the website that’s already being designed. The project manager might pull you in to handle that aspect of the job. In this particular scenario you should try and meet with the client only when the project manager is present. Remember, it’s the project manager’s client, not yours, and he/she should definitely stay in the loop. If you have to email the client directly for any reason, always Cc: the project manager. There are two more things to keep in mind with this particular arrangement:
- Never discuss payment terms with the client. That’s between you and the project manager. Remember, you are a vendor.
- Never accept payment directly from the client, unless you have permission from the project manager. Usually a project manager will include a markup into the budget to cover his/her time and overhead. Never give the impression that you are trying to conduct business behind the project manager’s back.
I know that as a freelancer or small business owner, it’s important to be zealous in your marketing efforts. But what’s more important is that you remain ethical.
Many of my larger projects are built into phases. This is done mainly for two reasons: it helps my client’s budgeting needs and it provides them with peace of mind, knowing that I am making constant progress on the video. If you are working on a project that is built into phases, it’s important to thoroughly describe each phase in the contract and when that phase will be completed. Be up front with your client in regards to payment. I usually request a deposit when the contract is signed and then partial payments upon delivery of each phase. Asking for progress payments will help your cash flow and will help defray production costs and the cost of your time.
When that first phase is delivered, however, it’s important that you and your client are both on the same page before the project moves forward. It would be disastrous to move toward completion of a project when your client hasn’t even approved phase one. That’s why, in addition to the original contract, I always provide my clients with written approval agreements that they must sign before I continue with the project. These don’t have to be complicated. All it needs to say is that the client acknowledges that phase one was delivered on schedule, that they have thoroughly examined all elements, and that those elements meet with their approval. This will give you the green light to continue your work, knowing with certainty that the client is completely satisfied with the project thus far.
Remember, never assume. Even if you talk with the client over the phone and they say, “Hey, this looks great! You’re on the right track. Keep going,” you need to get their approval in writing. I have learned this the hard way, dealing with clients who give verbal approval, only to recant it later. That resulted in more work for me, for less pay (because I still had to stay within the specified budget). Maintaining good client relations is all about giving due diligence to proper communications.
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