How to let a customer preview a job before delivery

How do I let a customer preview a job before delivery?

So, you have built a beautiful website that meets the needs of your client. There is just one obstacle that remains: Your client would like to be able to judge the work before he can accept it.

Start by discovering our article on How to save and preview articles on WordPress

Presenting a completed or half-completed website is a scenario in which you have to present your work. In addition, some clients may want to see your progress at regular intervals, and there may be situations where you ask them to review your work to make sure your work is what they expect.

There are several factors to consider before asking for a review of your work:

How long will the customer have to review your work?
Can the client control the website or does it just have a preview capability?
How will you close the exam session? Leaving a permanent review gap will cause you to have endless comments, which will cause the delivery deadline to be delayed.
How long will it take for the submission method to be put in place?
Can you coordinate your calendars with your client and make a live presentation?

There are many different ways to resolve these issues, and the method you choose will vary depending on your situation and that of the client.

In this tutorial, we're going to look at two different ways to present your work. These methods can also be combined and modified to create a unique presentation method that is sometimes perfect for a special situation.

But before you start, take the time to take a look at How to install a WordPress theme, How many plugins to install on WordPress.

Then let's get to work!

Method 1: Have a local website and host a demo

If your goal is to keep things simple and your client doesn't need a lot of time for a detailed review of your work, a real-time demo may be the best option.

Here's why the demos hosted on the internet are impressive:

Benefit # 1: Demos are easy

Technically speaking, the demos are easy. You don't have to worry about the migration of the website from your development environment to a server, technical challenges are minimized.

Advantage # 2: Less risk of delay

With the presentation of the demo, your client will not be able to delay your progress by consulting your work whenever he wishes.

On the other hand, there are also a few reasons why demos may not be a good solution:

Disadvantage # 1: Remote work is complicated

Many developers, especially freelance WordPress developers, work remotely and rarely acquiesce to other daily routines. Therefore, setting up an extended formal meeting with the presentation can be something really complicated.

Disadvantage # 2: The live preview will not suit all your customers

Many customers, especially those with the time, want to digest what they see before providing feedback. A real-time presentation therefore cannot correspond to this type of client. They may just need more time or they may want to fully test the product before giving a review.

If you decide to set up a demo, there are a few things you need to do to make the process simple.

First of all, know your tools. If you want to give a presentation remotely, you have several options for sharing your screen: Skype or Whatsapp, Google Hangouts, Microsoft Teams, Zoom and many others.

Second, consider a secondary solution that will allow the client to have a more successful review. Since your client will need more time to digest and respond to your work.

Method 2: Migrate the website to a web server and add password protection

You may also consider publishing the work as it is, but restrict access.

First of all you will need find a way to host the website.

If you or your client has access to staging websites through your web host, then this may be the way to go. However, each web host offers staging websites that are easy to learn. If the end goal is to put the website on a used domain, you can also set up a domain directly. You may be able to configure a subdomain in one of your domains.

Advantage # 1: Customers can take their time

They can take all the time they want to view your work and carefully check every detail.

Benefit # 2: Checking on multiple devices

They will be able to preview the website on multiple devices.

While your customers may like this method, you might hate it.

Disadvantage # 1: Takes longer

Some clients will have all the time they want to review your work in order to provide comments and suggestions. Which obviously could slow you down.

Disadvantage # 2: Difficult to control

Once your customer knows they can see the website whenever they want, they will be able to provide feedback at any time, which is not always productive.

Disadvantage # 3: Extra work

Setting up such a server will obviously give you more work.

If you want to use this method, it is important that you define a period during which the client can give his opinion. Once it's done, it goes with either (to have peace in the workplace) that you need to stop the preview (either by changing the identifiers or by activating the construction mode).

You can always justify yourself by saying that you are working, which is not wrong.

That's about all you need to know. If you have any questions, do not hesitate to ask them.

Discover also some premium WordPress plugins

You can use other WordPress plugins to give a modern appearance and to optimize the handling of your blog or website.

We offer you here some premium WordPress plugins that will help you do that.

1. Stripe Integration for Contact Form CF7

With this WordPress extension Stripe designed for the popular WordPress Plugin premium Contact Form 7, you can easily start selling products on the Internet. This WordPress Plugin will allow you to simply and easily integrate the Stripe payment gateway, configure it according to your needs and that's it.

Its other features are: backing up transactions in the database, unlimited sale of products, support for multiple currencies, automatic detection of local currency, detailed documentation, video tutorials and much more.

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2. Stripe Integration for Contact Form CF7

With this WordPress extension Stripe designed for the popular WordPress Plugin premium Contact Form 7, you can easily start selling products on the Internet. This WordPress plugin will allow you to simply and easily integrate the Stripe payment gateway, configure it according to your needs and that's it.

Download | Demo | Web hosting

3. WordPress Print Posts & Pages

This plugin will allow you to add a printing feature on your articles and WordPress pages.

After installing the WordPress plugin, just go to the settings page and check the "activate" box (Enable). This will add the print icon to all publications, which will allow a very quick installation.

Configure the color and sizing options so that the print icon and text match your needs.

Download | Demo | Web hosting

Recommended Resources

Find out about other recommended resources to help you build and manage your website.

Conclusion

Here ! That's it for this tutorial, hopefully it will allow you to let a customer preview your work before delivery. Do not hesitate to share with your friends on your favorite social networks.

However, you can also consult our resources, if you need more elements to carry out your projects of creation of Internet sites, by consulting our guide on WordPress blog creation.

If you have suggestions or remarks, leave them in our section Comments.

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How to let a client preview your work before delivery

Method 1: Have a local website and host a demo