4 Ways I Use Loom in My Design Business

When you run an online business, it can sometimes be hard to be personable. Maintaining good communication with your clients is essential, but not always easy to do. That’s why I like to use Loom regularly as an integral part of my internal processes. In this blog post, I’ll walk you through why I use Loom in my business, and a few ways I use it within my projects.

Why I Use Loom in my Business

As I already mentioned, remaining personable as an online business owner can sometimes be difficult. You often are engaging with clients who are not located in the same place as you, meaning you don’t often get to connect with them in person. Developing rapport with them is key to creating a healthy business relationship, but again, not always easy to do. This is where I like to use Loom as a way to build relationships with my clients and deepen our business rapport in the process.

Of course, you could always schedule meetings with clients using software like Zoom to develop your relationship. I find that for myself, I am more productive in my projects with fewer scheduled client meetings. Not only does it save me time (so often meetings get sidetracked and do not follow an effective flow), but it also allows me more creative freedom. All in all, I find that Loom provides me with a way to connect deeply with my clients without being tied down to the constraints of meetings. It deepens our relationship and is an easier way for us to communicate throughout the duration of our project.

Ways I use Loom in my Business:

In the following sections, I will showcase a few different ways I use Loom within my client projects. Using Loom in all of these instances makes it easier for me to communicate with my clients and move projects forward.

1. In Project Proposals

I have recently been experimenting with sending Loom explainer videos with my project proposals. If I have a project proposal that is particularly exciting to me, it helps ease my nerves if I film a video explaining the proposal in detail to my clients. Clients can sometimes be confused about particular proposal details or the differences between one package option versus the next. In my proposal videos, I walk clients through the entire proposal and explain the reasoning and rationale behind each decision I made while putting it together. I’ve had a higher success rate in project approvals since I started implementing this as a part of my proposal process, to the point that I most likely will start including proposal Loom videos with all my proposals moving forward.

2. When Sending Client Presentations

One of the main ways I use Loom with my clients is when I send them presentations. I like to use Loom as a way to explain the details behind the presentation they are receiving and share my rationale behind different design decisions I’ve made at any particular point in a project. For example, in my branding process, there is always a point where I sent a Concept Presentation to my clients. I film a Loom video at that time explaining every detail I have included in the presentation., Even though I’m stating the same information I share in the document, I find that saying this information casually in verbal speech makes it easier for my clients to understand my point of view while designing. Since implementing Loom videos as a part of my presentation process, I’ve had more approvals from clients upfront and fewer revision periods in projects.

3. When Discussing Web Design Decisions

I also send clients design decision videos during the web design and development phase of projects. I find that oftentimes clients aren’t super knowledgeable about the details that make up great web design. Furthermore, I find that clients often aren’t creative enough to be able to conceptualize how their branding will transform into web design. This isn’t inherently a bad thing, everyone has their zone of genius after all, but using Loom can make it easier for me to bridge that gap and explain my decisions throughout a web design project.

So much go goes into web design from user experience, from visual design to user interface design to functionality decisions, platform capabilities and more. When I create Loom videos for my clients I can explain how the designs I’ve put together for them are all influenced by these different ideas and how that directly relates to their business and their brand goals.

Just like in my presentation videos, I keep my Loom videos in these circumstances very casual. I do my best to explain technical concepts in a laid-back kind of way, making it easier for my clients to understand the importance of the decisions I have made for their websites.

My clients are generally happy with the design decisions I make on the web now that I take the time to explain why I make these decisions to them in detail. It’s also easier to explain these decisions to them via a conversation as opposed to writing it out in an email or task within Notion. I find that site refinements are a lot easier for me now that I’ve implemented this strategy into the refinement process because my clients better understand where I’m coming from overall. Ultimately, I am better at communicating with my clients during our projects because of Loom and that’s a win for both of us.

4. Client Training

The last main way I use Loom in my design business is for client training. This is particularly important for web design, where I create complex systems for clients to display information on their websites. I use Loom to show them how these systems work, how they can update them, and how they can manage them by themselves moving forward. I also take the time to explain to them in what instances it would be necessary to contact me for support as well. I really pride myself in empowering my clients to take control of their own sites, and client training videos allow me to do this with ease.

Beyond that, I also use Loom for template course training videos. These videos serve the same purpose as client training videos. I create specific functionality on my templates, and I show users how to use that functionality once they purchase it. These trainings have made it super easy for clients to implement my templates without a lot of direct back-and-forth support.

I have had no complaints about my training videos. More often than not, both clients and template purchasers have told me my training videos are fantastic. Many of them state that my training videos go above and beyond what other designers have done for them in the past.

If you’re a web designer and you don’t already train your clients on how to use their website post-launch, I suggest you implement that as a part of your process moving forward. In 2022, it’s no longer feasible to expect clients to pay you every time they need to update their website. Empowering them to do it themselves is a better strategy in our increasingly digital world.

Conclusion

Loom makes it easy for you to connect with clients with minimal effort. You are able to stay focused and share a lot of detail with clients about their particular projects in Loom videos, without getting sidetracked with building your relationship. You get to stay centered in your expertise and build up your credibility as an expert in your field. Furthermore, you get to communicate with them in a more casual, conversational way, paving the way for a deeper understanding of your clients. Ultimately, I think Loom helps with creating more client satisfaction throughout a project, which is a win for both you and the client overall.

WANT TO DISCOVER HOW MY PROCESS CAN CHANGE YOUR BUSINESS? REACH OUT SO WE CAN CONSULT ON YOUR PROJECT TODAY.

Take care and talk soon,

Alex