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Design Workflow & Go-To Tools for a Seamless Client Experience 🚀
Want to keep your client projects organized, collaborative, and stress-free?
In this video, Monserrat breaks down the exact tools she uses at every stage of her creative process — from discovery to delivery — to run smooth, professional client experiences.
Here’s what she uses and how:
✨ Client Portal & Project Hub: Notion
Everything starts in Notion — from notes to embedded calendars and briefing questionnaires, it keeps everything in one place.
🔍 Discovery & Briefing:
Custom questionnaires in Notion streamline the early stages and help set the tone for the project.
🎨 Collaboration & Feedback: Figma & Canva
She adapts based on client comfort. Canva for simplicity, Figma for robust design feedback.
📌 Inspiration & Research: Pinterest, Cosmos, Behance
Where ideas start flowing and moodboards take shape.
💬 Communication: Contra (or email/Slack if needed)
Clear, centralized communication = fewer headaches.
🖌️ Design Tools: Adobe Creative Suite & Figma
High-quality, scalable design with industry-standard tools.
📂 File Delivery: Google Drive or Dropbox
Easy, professional handoff depending on client preference.
🎥 Video Feedback: Frame.io
Timestamped comments and streamlined revisions make Frame.io a favorite for video projects.
See more here: https://on.contra.com/rFGgcD
Видео Design Workflow & Go-To Tools for a Seamless Client Experience 🚀 канала Contra
In this video, Monserrat breaks down the exact tools she uses at every stage of her creative process — from discovery to delivery — to run smooth, professional client experiences.
Here’s what she uses and how:
✨ Client Portal & Project Hub: Notion
Everything starts in Notion — from notes to embedded calendars and briefing questionnaires, it keeps everything in one place.
🔍 Discovery & Briefing:
Custom questionnaires in Notion streamline the early stages and help set the tone for the project.
🎨 Collaboration & Feedback: Figma & Canva
She adapts based on client comfort. Canva for simplicity, Figma for robust design feedback.
📌 Inspiration & Research: Pinterest, Cosmos, Behance
Where ideas start flowing and moodboards take shape.
💬 Communication: Contra (or email/Slack if needed)
Clear, centralized communication = fewer headaches.
🖌️ Design Tools: Adobe Creative Suite & Figma
High-quality, scalable design with industry-standard tools.
📂 File Delivery: Google Drive or Dropbox
Easy, professional handoff depending on client preference.
🎥 Video Feedback: Frame.io
Timestamped comments and streamlined revisions make Frame.io a favorite for video projects.
See more here: https://on.contra.com/rFGgcD
Видео Design Workflow & Go-To Tools for a Seamless Client Experience 🚀 канала Contra
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27 июня 2025 г. 19:03:48
00:00:13
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