The Art of the Client Interview - Café Writer
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Freelance Writing Success

The Art of the Client Interview

This article appears courtesy of American Writers & Artists Inc.’s (AWAI) The Writer’s Life, a free newsletter that delivers original, no-nonsense advice on how to live the life you’ve always dreamed of. For a complimentary subscription, visit here.

It’s the moment of truth: your first meeting with a big-time client.

Ace it, and your freelance writing career is off and running.

Botch it, and you’re back to the drawing board, trying to figure out where your next paycheck will come from.

I remember stressing out the first five or six times I was in this situation. My mind was a whirlwind, thinking …

What are they going to ask me? Will they want to see samples? What if they ask who else I’ve worked with? How do I find out what their budget is? Do they know I’m not making a living at this yet? What do I say to them?

It can be intimidating to say the least.

The problem for me in the beginning was I needed the work more than they needed my services.

Can you relate?

Until your schedule is booked solid or you’ve had a few successes under your belt, you are operating from a position of need. It’s tough to shake that, but I’ve found a solution.

Change your thinking. Don’t think of it as an interview where the client questions you to see if you qualify to be their freelance writer.

Instead, re-frame it.

Look at every client meeting as a different kind of interview. Yes, you’re trying to impress the client. But more important, you’re also questioning them to determine if they’re a good match for your services.

See the difference?

It flips the interview around and puts you in a position of strength, even if you’re just starting out.

All it takes are three things to pull it off: A structured outline, practice, and a dash of confidence.

Like a good sales letter …

If you’ve completed the Accelerated Program for Six-Figure Copywriting, you know that there’s a certain architecture to an effective sales letter.

Same with interviewing clients. You can wing it and see what happens, or stick to a structured framework and greatly increase your chances for landing a project.

I learned this skill from dozens of meetings with copywriting clients, and thousands of one-on-one meetings when I was in direct sales.

When I talk about “meetings,” I’m referring to an initial meeting with a prospective client whom you haven’t worked with before. The purpose of the meeting from their standpoint is to see if they want to hire you. The purpose from your perspective is to see if they’re a good match for your services, and to sell yourself, of course.

These meetings could be in person, on the phone, or by Skype. By the way, if someone ever calls you out of the blue and wants to talk in-depth about your services, schedule a time to talk, even if it’s only half an hour later. This process has never worked for me when the call was unexpected.

Here are the seven steps you should include every time:

1. Introductions

Thank the client for their time. If the meeting came from a referral, remind the client of that and mention how you know the person who referred you. Outline in a few sentences what you see as the objectives of the meeting.

Transition to the next section, “the lead,” with a question. Something like, “Are you open to trying something slightly different to improve results?”

Tip: Don’t sit back and let the client take control. Take charge in a subtle way by asking questions, being prepared with your own statements, and sticking to your plan.

2. The lead

A sales letter uses a good lead to “hook” the prospect. You need to do the same. What can you say that’s different than what everyone else is saying? If the client is in your niche, use that: “I specialize in helping family-run organic farms increase sales by writing landing pages that get people to respond.” That will get their attention.

This is also where you introduce a “Big Idea” or throw in a “Big Promise,” the overriding benefit that you can offer the client.

For example, you could say, “You know, the buzz these days is all about social media, which should be a big part of your strategy. But what I’m actually seeing is that marketers who combine social media marketing with direct response convert more viewers into buyers, and keep them longer. I’ll show you in a little bit how I can increase your customers by combining both. But first let me ask you…”

Tip: Don’t make the mistake of jumping in yet with selling yourself. You need to cover step three first.

3. Probe and listen

This is probably the most important part of the client interview, and it’s also the part most freelance writers skip over.

Why is it important, and why does it often get skipped?

Asking questions, or probing, is important because it allows you to maintain control of the conversation, increasing the likelihood of a positive conclusion (landing the project.) The more you ask, the more you find out exactly what the client needs.

Listening is important because they will essentially tell you what points you’ll need to emphasize in step four.

I’ve been guilty of leaving this part out, which is common, when I don’t prepare questions ahead of time and can’t think fast enough on my feet.

I also think that listening is one of the hardest things to do. We’re writers, so we like to tell people what we can do, right?

Tip: Write out a list of as many questions as you can possibly think of pertaining to the client and the project.

4. Position yourself as the solution

I call this “positioning” and not “selling” because what you’re really doing is showing the client where you stand. You’re not trying to be all things to all people, but letting them know what type of clients you work with, and what you can do for them.

This step is easy if you’ve done a thorough job of probing and listening.

Keep it simple here and include three things: Remind them of your hook, or USP (Unique Selling Proposition), relate a benefit you can offer to something they told you in step three, and offer some proof (an example or a testimonial.) Let me give you an idea of what I mean:

“John, like I said, I specialize in helping small organic farms grow their sales. You mentioned that one of the things you’d like to do is get more people who come to your site to take action. I might be able to help you by creating a sales page that really speaks to your customers and makes an offer they can’t refuse. It’s similar to what I did for the xyz company last month. Their CEO told me that sales have been up 37% since they implemented the changes…”

As with the other steps, the best way to transition is with a question. A simple, “Does that make sense?” can suffice.

Tip: Don’t go overboard in trying to sell yourself. In fact, you may even want to say something to the effect of, “Not everyone is a good match for what I do, but if we end up working together, I think this idea would work for you, too.”

5. Create the picture

We’re winding down. You’ve showed them how you’re different. You’ve asked a bunch of questions to find out if you’re a good fit for each other. You’ve listened to their answers, and framed your skills in terms of how you can address their needs.

Now recap the benefits you can offer them and give them a vision of where their business can go by putting things into action.

“John, my strength is helping small businesses like yours increase their customer base and grow sales by implementing direct response marketing along with social media, without having to invest tens of thousands on an ad agency. Imagine three years from now having to increase space because you’ve doubled your business and moved into new markets.”

Tip: Don’t hesitate after this statement. Go right into …

6. Expect a logical outcome: landing the project

What else? If you are a good fit for each other, expect that you’ll be working together soon.

“My calendar is booked up for the next two weeks, but I could get started on this by the 15th. I can send over the details in an agreement, but would that be soon enough?”

The more confident and naturally assumptive you are at this point, the more likely you’ll have a new client.

Tip: If they hesitate or aren’t sure, ask more questions. There are still a lot of details they’re probably wondering about, which you can cover in the last step.

7. Let them know the next step

Take the lead here and let them know how you’d like to proceed. Don’t wait for them to dictate terms to you.

If things sound good: “Ill write out a detailed agreement for you, along with two options for you to choose from. I can get that to you by next Thursday, and I’ll touch base with you the following Monday. Does that work for you?”

If you still have details to iron out, or if they still have a lot of questions: “I can send out a detailed proposal of exactly what I can do for you, along with options on different pricing levels. You’ll probably have questions about it, so why don’t we schedule another brief phone meeting? I can call you on the 10th at 2:00 PM. That will give you a few days to look over the proposal I’m sending. Does that work for you?”

Tip: If you’ve done steps 1-6 the way I’ve outlined here, step seven is just a natural progression, and there’s not much more you can do besides ask a few more questions to qualify where they are. Keep it simple and straightforward.

Increase your odds

Does this client interview structure work every time?

Not at all.

Not every client meeting will go as planned. You may not have a chance to stick to your “script” and ask all kinds of questions.

And no matter how good you are, you won’t be a good match for everyone. Not everyone will think you’re the solution for them either.

Use this structure, however, and you’ll give yourself a better chance of gaining new clients.

Two last pieces of advice: Practice this process, and don’t worry about who says “yes” and who says “no.”

Steve Roller

Author Steve Roller

I'm a business coach, author, copywriter, world traveler (32 countries on five continents so far), and professional speaker. In addition to helping companies get more customers and make more money, I help other writers turn Big Ideas into profitable businesses. I offer one-on-one coaching, professional copy critiques, and three-day business-building immersion retreats. When I'm not writing, coaching, or speaking, I enjoy nothing more than hanging out with my wife and four kids and planning my next adventure.

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Join the discussion 2 Comments

  • Minh says:

    Hey Steve,

    Thanks for the great advice on what to say. With a sales background, I’m familiar with this approach, though I wasn’t sure on how exactly to translate it into copywriting. And you’re so right – winging it rarely ever works! Works great in your head, but terrible in practice. 🙂

    • Steve Roller says:

      You’re welcome. If you understand sales, you’ll likely do well in copywriting, from two standpoints – 1) you understand people and why they buy, so you’ll be able to write good copy, and 2) you’ll be able to sell yourself to potential clients.

      Let me know if I can help you with anything.

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