Communication between a marketing agency and their client is key to any successful marketing plan. Sometimes the client may not be as tech-savvy as you’d like them to be and will need that extra help. On the other hand, a client may be overly tech-savvy and use every communication tool out there. Creating a chain of messages scattered across multiple platforms, requiring you to take control to organize and respond to everything, everywhere.
Not only are these tools great for marketing agencies, but they’re great for the client to use as well. We wrote up this list knowing that communication is a two-way street. These tools are user-friendly, simple to use, but still, pack full of features.
Loom is hands down the most used tool in our repertoire. We use it constantly at Blue Pig to relay critiques to designers, teach clients how to operate their websites, and even point out bugs to the development team. Loom makes it effortless to screen capture your desktop, browser tab, or even a specific area of your screen. Just recently Loom released their desktop version, it’s wonderful. If you’re not looking for another app to clutter up your Dock, well, their chrome extension is their OG. Lightweight and packed full of the same features the desktop version has to offer. Just contained in your browser for you.
We can not express enough that this tool is a major requirement for positive client communication. If you’ve ever had to present a site remotely before to a client, then you understand the frustration. With Loom, we’re able to not only share the video with the client but we can embed it in the backend of their site with markers to specific times in the videos.
There is a wide range of project management tools out there. What’s great about Trello is that it goes beyond work. Several of us in the office have a Trello board for our personal life also. Yard projects, vacation planning, weekly meal prep, workout routines, and so much more. Trello is easy to streamline right into your personal and business life. Which may not always be good. If you catch yourself getting distracted by pings from, well, everywhere. Make sure to watch (follow) the Boards and/or Tasks that require attention, and have the remainder snooze until after work or remain silent.
Trello boasts a wide range of features and luckily if you have a large team, you can rack up some free Trello Pro for months to come. We work closely with clients to make sure they stay well informed over the course of their project with us. Utilizing Trello allows the client and us to stay in constant communication in a well-organized way. Having multiple conversations may sound confusing but by laying out a well-planned Board and utilizing proper labeling you’ll be able to understand everything that’s happening with a quick glance. Your client will enjoy it just the same.
Some meetings are best-done face to face. We can’t argue with that. What we can argue with, is how can that be done if your client is 2000 miles away and a plane ticket is just not in the budget nor always practical. Well, thanks to the digital era there are tons of ways to do so. FaceTime, for instance, is fantastic but not everyone has an iPhone. Facebook Messenger is another great tool. We don’t know about you though, but we don’t always want to use our personal Facebook accounts for business purposes. That is where Zoom comes in. Video conferencing is a breeze no matter if you’re the invited or the invitee.
At Blue Pig Web Solutions we use Zoom for all our video conferencing needs. Their native iPhone and Android apps make it extremely easy for anyone to join a meeting on the go. Clients seem to never have an issue joining a meeting and are always astounded by the clarity in audio and video. Teams can collaborate together and hash out topics in a fraction of a call than traditional “gray speaker box” conference calls. When a user is talking, Zoom identifies them so it’s easy to focus on that particular user, resulting in reduced interruptions.
Communication is key, and by utilizing these three tools you’re sure to up your game with your clients on the communication front. Each one of these we use daily and have tested them out time and time again. If there are some additional tools you think need to be mentioned, please feel free to leave a comment. If we get enough recommendations, we’ll write a follow-up post.