With Valentine’s Day just passing
and spending some much-needed
quality time with my beautiful
wife Karen, I came upon a
revelation. The exciting, scary,
life-affirming and sometimes
exhausting experiences happening
in my life at home as a new
husband and father had new-
found relevance for me as a
senior user experience
professional at Motivate Design.
1.We are Equals. With this
sentiment of equality in a
relationship, I felt like this
seemed like a good place
to start. ...
2 Think Positively about your
Partner. ...
3 Spend Time Together. ...
4 Express Affection. ...
5 Say You're Sorry. ...
6 Find Compatible Partners.
...
7 Fall in Love Every Day.
After more than a decade of
working within an in-house
design team, I hit a point where I
felt the need to take the next
phase of my career in a new
direction.
This desire to go from a
large, multinational financial firm
that housed its own internal UX
team to a smaller, more nimble
and surprisingly more diverse
environment was for me like
moving into a whole new world.
From the start, the language and
day to day vocabulary was new.
For example, the word “client”
took on a completely new
meaning.
Within my previous in-
house experience, clients could
have been considered more akin
to a familial relationship–kind of
like siblings.
Depending on the
engagement, sometimes my team
and I needed to play the older
more responsible role in order to
demonstrate thought leadership
and direction.
However in other
projects working with internal
client/partners, we were looking
to shake things up and so we were
viewed as the snotty, bratty
young’uns.
When I moved to an agency
setting, I came to realize that
relationships with our clients
were different. Things felt more
professional in that there was less
of the older versus younger sibling
power-play dynamic but rather,
more of a courtship type of story
arc.
Upon reflection, I began to
wonder if that love-based
relationship parallel could best
describe the agency/client
interaction. In true user
experience fashion, I began to
analyze and compare the ups and
downs of this relationship.
Out of
this exercise, I think I found a
way new perspective on how I am
now managing the exchange and
work that I’m currently doing for
our clients and thought it would
be helpful to share:
1.We are Equals
With this sentiment of equality in
a relationship, I felt like this
seemed like a good place to start.
From a business perspective, I’m
not saying that if you are a small
agency the only way to establish a
true partnership is to work with
small clients. Rather, the angle
from which I am thinking aligns
more in terms of attitude. If your
client is treating, you like a “paid
subservient” then you are not
working as equals towards a
solution.
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On the other hand, if you
look at your clients from a point
of view of disdain or that their
contributions are not worthy of
your time, then you too are
operating on a platform of
inequality which does the
opposite of the agency/client goal
of building a trusted, lasting
engagement.
2. Think Positively about your
Partner
This can often be a tough one. In
any relationship personalities and
points of view can encounter
some friction. Similar to a
courtship, it means that over time
you find things about your client
that may irk you which if left
unaddressed can then be a point
of distraction. As these bumps in
the road happen, it is imperative
that they are seen as
opportunities for improvement.
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Rather than taking a negative
outlook on a person or a group,
recognize and address the issue
immediately for the sake of the
project and the relationship as a
whole. While sometimes difficult,
taking the importance of
communicating frequently and
working it out together seriously
speaks volumes. It ensures to your
client that you care and you
believe that anything can be
resolved.
3. Spend Time Together
While it is not fully clear who is
responsible for the famous quote:
“Absence makes the heart grow
fonder” , I can say for sure that he
or she never had a bi-coastal
relationship much less ran a user
experience agency. In the few
hundred years since this quote
first came into modern
consciousness, everyone from
Sigmund Freud to Dr. Phil would
attest that the best way to foster a
relationship is through face-to-
face interaction.
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While this may not always be
feasible, I would encourage
agency/client engagements to
always use the best technology
available in order to be together.
Therefore, the preference would
go as follows: in-person meetings
are better than video conferences
which are better than phone calls
and are far more recommended
than an email whenever possible.
When dating, you would
eventually want that special
person to see where you live and
meet your family.
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Similarly, invite
your clients to your studio to meet
the extended team and see “where
the magic happens.” If budget and
timing allows, go to your client’s
home base in order to get a sense
of the people and culture that
would likely inform your decision
making on a project. Finally
establish a preference of
delivering a final product or even
difficult news in person engaging
on a more personal level as
opposed to being the mystery
voice on a conference call.
4. Express Affection
Ok, let’s not get too weird here…
Just like a romantic relationship, I
am not suggesting you go tell your
client that you love them right
away (wait until at least after a
couple of dates and the check
clears :-)), but I would encourage
that you go out of your way to
show how excited you are to be
working with them. At Motivate
Design, our core values stress the
importance of this mindset
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through and through:
WE ALL DRIVE —
Speaks to the
importance of shared
responsibility for all
relationships both
among team
members as well as
with our clients
YES, AND… — Draws
inspiration from
improv through
working with each
other and looking for
ways to over-deliver
and delight
EXPLORE, DESIGN,
REFLECT & REFINE —
Demonstrates the
core of what we do
and the joy that we
derive from delivering
it to our clients
DELIVER
EXCELLENCE —
Encourages us to
always be proud of
who we are and what
we are about through
our end results
GROWTH THROUGH
POSITIVE
INTERACTIONS —
Leans on age-old
belief systems that
building good
relationships and
doing right by people
isn’t just good karma
— it’s good business
5. Say You’re Sorry
As previously established, things
don’t always go smoothly in life
and everything is not always
going to be hunky-dory. Having
been in my fair share of
relationships in the past, humility
was a hard-earned but extremely
valuable lesson that I’ve since
adopted in my life. As a user
experience professional, you need
to be mentally and emotionally
prepared to pivot so that when
issues arise you have support
systems to lean on and you don’t
do or say something that will sour
the relationship irreparably.
As a general rule of thumb, we try
to establish ground rules at the
outset through kick-off meetings
so that everyone starts off on the
right foot. Then, abide by them
and be prepared adjust and
recognize mis-steps when
appropriate in order move past
the issues together.
6. Find Compatible Partners
Ask any love expert and they will
say that chasing after the wrong
type of person for you is the first
mistake of any soon-to-be
relationship. All of the points
covered above can only lead to
something successful if we start
relationships with clients that we
are compatible with and for the
right reasons.
The first step in doing this is
something that the team here at
Motivate Design has been working
on which is based on the ancient
Greek maxim “know thyself.” Over
the span of a person or business’
lifetime, it is important to take
into account who you are and
what you represent. In our case,
Motivate Design has gone through
great change in the nearly seven
years of its existence. We needed
to identify how we had grown and
if what we had been trying to do
was still reflective of our values.
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From there, we could then align
on the opportunities in front of us
and the clients associated with
them to determine if there was a
potential “Love Connection.” In
taking the time to understand
who you are and then getting to
know the right clients before
starting a given project only
strengthens the chances for
success in any relationship.
Conversely, go out of your way to
make sure that your client knows
you are more than just a pretty
face, go beyond the capabilities
deck to demonstrate some of the
intangibles that makes you the
right fit.
7. Fall in Love Every Day
We’ve all seen them, the television
segment every Valentine’s Day
where a local news broadcast
spotlights an 80 year-old couple
that has been married for over
fifty years.
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The question always
asked of these special lovebirds is
“what is the secret?” Invariably,
these couples talk about keeping
their hearts and eyes open to all
of the qualities and potential for
happiness that they saw when
they first met.
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This is something that I think that
we can all aspire to in our
business relationships–to start
every day looking for ways to fall
in love with your client all over
again.
But what does that mean? It
means that each day, each client
engagement, each opportunity is a
gift and that you are meant to be
doing great work for clients who
are special to you for all the right
reasons. If not, why do it?
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Do you have a great client
engagement story or one that
went terribly wrong? Share them
with us in the comments below or
on Twitter@hypesloadedmedia! You
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