Reasons I provide a sign-off form

This post expands on something I wrote on the Society for Editors and Proofreaders (SfEP) forum a while ago. It was in response to a fellow member’s query about how to get feedback from clients, and I’m sure anyone who works as a freelance or on a project-by-project basis will know how difficult this can be.

A sign-off form is a relatively new addition to my documentation process, but it has proved to be an effective tool for gaining feedback. Previously, I was worried about asking for my client’s opinion of my work. (My thought stream sounded something like this: what if they hate my work? What if they hate me? What if they tell everyone I’m useless and I never get any work again and I starve to death and am eaten by my cats? Or worse, I have to go back to working in admin. Or retail.) But over time I have realised that isn’t very conducive to personal and professional progression. And, actually, most people are nice and want to say nice things. The client sign-off form has facilitated a significant boost to my confidence.

feedbackI first started using the sign-off form as a condition of my professional indemnity insurance (my insurer prefers that there is a documented sign-off where the client accepts the work I have done). The form simply asks the client to confirm that they have received the project and that it has been completed according to the brief and any terms and conditions. I have then added space (a comment box) for the client to use to leave any feedback they might want to give. There are two main reasons I added that box:

  1. It’s an easy way to get a testimonial. I find it awkward to ask directly, and it doesn’t put any pressure on the client to provide one. They simply can if they wish. (But I make it clear on the form that I might use their feedback for promotional purposes unless they tell me they would prefer otherwise.)
  2. I want to know if the way I have the approached the project is the best way for them. This is particularly important for clients I hope to develop a long-lasting relationship with. Some publishers like things done slightly differently to others, which might not have been mentioned in the brief. If I know what the client likes, I can do it. The form signals to the client that I want, and am prepared for, constructive feedback.

Nearly every client I have sent a sign-off form to has returned it, and returned it with positive feedback. I’ve had positive comments about the use of the form itself, so I’m reassured that it comes across as a thoughtful and professional document. This has led me to consider, so far, that the sign-off form has been a success. Once you have the template ready to go, it takes hardly any time at all to produce, and it is quick for the client to complete while still allowing for more specific detail than tick-boxes or similar.

Any fellow freelancers have suggestions for effective ways to get useful feedback? I’d love to know.

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8 thoughts on “Reasons I provide a sign-off form

  1. This has given me some ideas in incorporating something like this in my freelance work. Is this an online form or hard copy? I am asking because I do most of my work online so I would probably have to do it as an attachment. But I like that you (with permission) can use this for testimonials. That is something I find hard to ask.

    Liked by 1 person

  2. Great post, Hannah! I’ve been pondering how to deal with feedback. I was just going to ask a couple of questions in an email when I send the invoice, but a form is a much better idea. Quick and easy for busy clients, with the added bonus of potential testimonial material!

    Liked by 1 person

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