This is a round-up of articles on client interaction and how to manage it during the various stages of the development cycle. All these articles are no more than approximately 2 years old.

This collection is divided by the 4 primary stages of client interaction.

In web design, client interaction (i.e. doing business with clients) can be divided as follows (note that this is not exhaustive in the sub-categories).

  1. Business Operation

    This is how to run your business, in particular, the process, procedure, and technical aspects of client interaction.

  2. Client Relationship Establishment

    This is how to interact with your clients in general, it’s the personal aspects of the client relationship.

  3. Project Planning Cooperation

    This is how to plan your client’s project with them both technically and psychologically, the client gives you their requirements and goals that they want from you.

  4. Project Proposal and Project Presentation

    This is how to present your ideas technically, you give the client what you propose to do for them.


Business Operation

Project Estimates, Service Pricing, and Price Negotiating Resources and Tips

Policy and Contract Resources and Tips

Collecting Money Related Issues


Client Relationship Establishment Tips

Impressing Them and Introduction Tips

Qualifying Clients Tips

Spotting Problem Clients

Following-Up Tips


Project Planning Cooperation Tips


Project Proposal and Project Presentation Tips

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6 Responses to How to Manage your Interaction with Clients

  1. Joe Valdez says:

    Thanks for including our contract articles in your listing here. Appreciated.

  2. Chris Green says:

    Thanks for the link to our site. Good to see that people find our advice useful.

  3. Today, I went to the beachfront with my kids.
    I found a sea shell and gave it to my 4 year
    old daughter and said “You can hear the ocean if you put this to your ear.” She placed the shell to
    her ear and screamed. There was a hermit crab inside and it pinched her ear.
    She never wants to go back! LoL I know this is entirely off topic but
    I had to tell someone!

  4. Robert Macklyn says:

    Huh…Its pretty long to read as of now. But I guess that the resources would be quite fine and featured. One more tool that can be considered in terms of the task management ans also drives out some sort of client interaction management is the cloud based task management software from Replicon ( http://www.replicon.com/olp/task-management-software.aspx ), that we have been using in our company.

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