Have you tried Flywheel? Learn moreJoin the best designers and creative agencies in the world. Learn more

×
How to get content from clients on time to keep projects moving

How to get content from clients on time to keep projects moving

“At my agency, every single project was held up because of content.”

This quote came from a conversation with a lady that ran a small agency in Canada. It was one of around 15 similar “customer research” interviews.

I always knew that getting content from clients was a pain point, because we dealt with it in our own business. These conversations made me realize that just about every agency and freelancer was dealing with the same thing.

Some of them even described content as their biggest bottleneck. One guy went as far as saying that he wanted to leave the industry because of this one problem.

Whoa.

Content consequences

At first it might not seem that bad. It’s just sending off reminder emails, managing the incoming stream of emails, and finally some work collating it all into useable content.

When you add this all up, however, especially across multiple clients, it can mean the difference between a successful business and zero profitability.
layout by flywheel get content from clients on time keep projects moving man wearing midwest shirt writing in orange notebook on white deskBut there is more to it than just time. When you have to constantly remind clients and still come out empty handed, it can feel like bashing your head against a wall. It adds stress to your life.

No one needs more stress.

Finally, incessant reminders can make you seem like the bad guy, potentially sabotaging client relationships.

Streamlining the process of getting content from clients is one of those things that can make your business life a lot easier. Tweet

Why is this even a problem?

On the surface it makes no sense…why on Earth would a client give you money for a deposit, and not even provide the stuff you need to actually build the thing they paid you for…?

When you look a bit deeper, it becomes clear.

First, your clients are busy business owners, just like us. It’s likely they’ll just totally forget that you’re waiting on them. They’re off putting out some other fire.

It’s also a lot of work to write content for an entire website, even if they have existing materials. Large tasks tend to get put off unless they are urgent.

Then there is the “blank screen” problem. You and I both know how hard it can be to start writing when you’re staring at a white page of nothingness.
layout by flywheel get content from clients and keep projects moving blankslate.io

Fixing the content problem

Like many things in business, a bit of systemization goes a long way.

We need to come up with a solution to the three issues just discussed. Here are some concepts you can use to help get content faster:

  • Problem: Clients forget
    • Solution: Remind them!
  • Problem: It’s too much work to write it all at once
    • Solution: Break it up into smaller pieces
  • Problem: Not knowing where to start
    • Solution: Provide an outline and a structure for them

The big thing to remember is that you need to make it easy for your clients to send content. Easy things get done.

Reminders

It pays to get a system in place early (like…now) before your business is so busy you can’t keep up. 

There are two ways to stay on top of reminders. You can either remind yourself to email your client, or have reminders go out directly without you even getting involved.

Here are some of the best ways:

A Calendar

This is as simple as it gets. In whatever calendar you use, add some events (or recurring events) that remind you to check in with a certain client. Even better, block all your reminders into one time slot each week.

Task/Project Manager

If you’re already using a project management tool like Asana, add some reminders for yourself to check in with clients.

If your clients are comfortable working in the same project management tool (lucky you… hat is rare!) you can assign tasks to them with reminders.

FollowUpThen
layout by flywheel get content from clients and keep projects moving followupthen follow up thenThis is one of my favorite productivity tools. When sending an email, you can “bcc” an address like [email protected] to automatically bounce the email back to you, so you can follow up. “Cc” the address and it goes to you and your client.

Email drip

If you use an email automation system (my favorite is Active Campaign), you can set up a series of emails to go out to your clients to check in. This is fully automated, but you have to remember to go in and stop the reminders when the content finally comes through.

Content Snare

Full disclosure: I’m one of the founders of this tool. You could say I’m a little biased.

Content Snare has an automatic follow up system that reminds your clients until they provide everything you need from them. Once you’ve sent a content request to your client, it does the rest.

Structure

Creating a structure for your clients’ addresses both the “blank screen” problem and helps break a big job up into smaller parts that they can complete over time.
layout by flywheel get content from clients on time keep projects moving man holding up papersHere are some of the ways you can handle structure:

Web Forms

There are a lot of different form tools out there like Gravity Forms (WordPress specific), SurveyMonkey, Typeform, Google Forms etc.

The good:

  • They’re free or cheap
  • They allow you to control what kind of information comes back (emails, phone numbers, image uploads, etc.)
  • You can add instructions with each field to help your client along

The bad:

  • They’re fairly inflexible – you may need to create a new form for every client
  • Not every tool has the ability to save and come back later

Document Templates

Depending on what tools you and your client are familiar with, this is usually either Google Drive Documents, or a combination of Word Documents and Dropbox to send files.

The important thing is that you should have pre-prepared documents with areas for your clients to type in their content, and a way to share images with you.

The screenshot below shows an example.
layout by flywheel get content from clients and keep projects moving blank screen in google docsThe good:

  • This is also free or cheap
  • It’s a familiar interface for clients
  • Google Drive saves on the fly

The bad:

  • You have almost no control over what your client can send (watch out for yellow highlighted, red text that says “please link this word to the services page”)
  • It requires time to pull content out of documents and format correctly for the website

Content Snare

Again, my opinion on this is a little biased. ;)

However, Content Snare was built for this exact problem. It takes the best parts of web forms and documents, and layers on some other helpful tools like automated reminders and content approvals.
layout by flywheel get content from clients and keep projects moving content snare on laptop on desk

Wrapping up

You’ll do well by making it easier for clients to provide content. Easy things are more likely to get done. You can do this by:

  1. Structuring content – break it up into smaller, manageable pieces
  2. Using a system to remind your clients of what they need to do and by when

Is waiting on content a problem in your business? What have you tried in the past that did or didn’t work?

Download the interview pdf form here!

Join the discussion

Share this article:
Get more great content in your inbox

More articles

Get content like this sent directly to your inbox!

Install WordPress locally free