# 5 Essential Questions to Ask Clients Before Starting a Project

- Link: https://teachercast.net/brand-strategy/5-questions-to-ask-clients-before-project/
- Published: 2024-02-22T23:43:30-05:00
- Author: Jeff Bradbury

Congratulations! Someone has asked you to help them turn their hobby into a small
business.

This is great news both for you and your potential client.  For many, this is where
the wind catches the sails, and a ton of work happens. However, it’s now time to
take a deep breath and ask yourself if starting the project is what you **_should_**
be doing at this point.

I have recently been given the opportunity to work with two new clients.  One is
a dear friend of mine who I have known for almost 15 years and the other is a pretty
awesome [EdTech](https://teachercast.net/category/educational-technology-digital-learning/)
company who has asked me to help them redesign their digital presence.

To be honest, when both of these opportunities came my way, it was exciting and 
my urge to jump in with both feet and run with the projects quickly consumed me.
However, it was at this point when I remembered the importance of communication 
when starting new projects to make sure everyone is on the same page with the same
goals.

## Why is Communication Important?

I’m sure this has happened to you.  You are pretty good at something and someone
asks you to show how to do that particular skill.  You get all excited and start
teaching them to the best of your ability and suddenly find yourself in a situation
where the learner is frustrated.  It is only after you take a step back that you
realize that you were teaching on Level 5 and your learner needed to start on Level
1.

Or, take another situation that I have often found myself in.

Someone comes up to you and asks how to “do YouTube”.   You go off in a monologue
for 30 min about the importance of Video SEO and how to keyword search your competitors
using the best apps to dig into Keywords and Tags.  It is at that moment you realize
that the learner’s eyes have glassed over.  You ask them what is wrong, and they
explain that they only wanted to know how to edit a quick video of their family 
and post it online.

The point is … when starting out on a project, it’s important to have everyone on
the same page at the same time. This is why it’s important to consider 5 simple 
questions before jumping into what might be an incredible (or regretful) working
relationship.

## 5 Important Questions To Have With Your New Client

### What Are Your Clients Goals For This Project?

This is a big one! In the case of my friend.  He came to me and told me that he 
wanted to learn how to use YouTube to start a channel that would help him bring 
in additional income to support his family.  He has a clear goal in mind and together
we are working on a plan to do so.  This plan includes weekly audio and video content
as well as a written component to go along with virtual musical performances he 
will be getting paid for.  All of this will be funneled through a new website we
are designing that will be created to entice his surrounding community to hopefully
hire him for additional performances.

Knowing that financial stability is his goal, we are working on the minute details
of creating SEO friendly blogs and studying what other musicians in his niche are
doing to generate interest online.  By looking at this situation through a business
perspective it’s all about building marketing funnels across multiple medium to 
attract attention and build brand awareness. (more info on this coming soon after
the website launches)

### Is This A Business Or A Hobby?

Another great question.  For many, creating a website is a hobby. Perhaps it makes
a few dollars here or there, but it is not a vehicle designed to generate a mortgage
payment.  But what if it _could_ do this?

In the case of my friend, his primary form of income is through his musical aspirations.
The goal is to be able to take his knowledge, talents, and interests and move them
from the concert hall into the virtual space.  This is not going to be easy, but
with the right focus, it has a ton of potential.

When working with new clients, friends, or any group who approaches you, having 
a basic understanding of where this project lands on their priority list is super
important.  Is this project something that they are willing to sacrifice family 
time for?  If this answer is yes then it’s a business … if the answer is no, then
it’s a hobby.

### How Do You Define “Successful?”

When I created TeacherCast in 2011, I created a website that was simply a place 
for me to put my digital things.  Over time, it grew into a very successful and 
recognizable educational brand. For me, this is a success.  For others, success 
could be defined as something completely different.

Having a conversation with your client about what they deem to be successful is 
of utmost importance.  Getting a podcast to 50 downloads a week for many is a success.
Getting 50,000 is also a success.  How do you determine what defines success?  The
answer is simple … have that conversation.

A friend of mine in Texas recently went all-in on his YouTube channel.  I remember
him sharing his screenshot a few months back after getting his first 1000 subscribers.
Then he hit 3000 subscribers and then 5000 and now he is at 10,000.  Each of these
benchmarks is a success. However, for this creator, he doesn’t seem to call it a
success because, even though he’s getting subscribers, the channel is not converting
into dollars each week or speaking opportunities.

Having a clear idea of what is and what isn’t successful for both the client and
the project is extremely important when planning the next few weeks to months of
your life.

### How Much Time Will They Be Spending on the Project Each Week

Everyone has one thing in common. We each have only 24 hours in a day and we all
have to sleep for a few of them.  When taking on a client, it’s good to know upfront
how much time they will be looking to devote to the project each week.  Is the project
going to be a full-time job for them or is it going to be a weekend-only thing?

If you take podcasters and podcasting for example, it’s easy to sit down with your
phone and create a 5-10 min podcast. It’s another thing to go through the steps 
of planning, organizing, finding guests, and creating show notes … not to mention
all of the time it takes to record, edit, publish and promote. Some are interested
in working on the surface and some are interested in jumping in cannonball style
and getting not just themselves, but the entire world wet.

Have you ever been asked to help out with a project and after several hours of planning
and putting things together for them you find that they didn’t pull their weight
and were looking for you to do all of the work?  Yeah … me too and this is why asking
the question about time commitments is on this list.

### What Do You Need from Me?

Probably the hardest question to have with a future or even a current client.  This
is not just a question of time, but a question of worth and value.

What does your client need from you?  How much is your time worth to them?

If the client is paying you then this is an easy question.  You have time and dollars
and expectations to balance out.

If the client is not paying you and you are giving of your time then you need to
weigh the value of what you are being asked to do with what you can or should be
doing outside of this relationship.

Some of my clients bring me on to do a ton of work for them and I’m always happy
to provide the service.  Other clients bring me into their group simply to bounce
ideas off of. I love being a part of both of these scenarios because I always find
something that I can learn and walk away with.

Having a clear objective for the client/mentor relationship is always vital before
any project starts.

## What Should You Do If You Are Asked To Mentor Someone?

Do you have clients? Are you looking to get clients? Do you know where to find clients?

Being a mentor to a friend, or business, or even a total stranger is a big responsibility
that should not be taken lightly. My advice to anyone in this situation is to know
your role, know what expectations you have for them and they for you.  Most importantly,
be professional no matter what happens.

What do you think? What questions do you ask your current or future clients before
you start your projects? Please leave comments below.