Client:

 

Job:

 

 

 

 

 

Talking Point

Client

Action

1

Send PA

 

 

e-mail

2

Return signed PA

 

 

fax

3

Invoice down payment

 

 

fax/mail

4

Initial Meeting with Client to obtain materials/direction/deadlines

 

 

conference

5

Receive artwork

 

 

e-mail

6

Internal Meeting to outline project/ deadlines/concepts

 

 

conference

       Phase 1

7

Develop concepts

 

 

work

8

Initial concepts to client

 

 

e-mail

9

Feedback

 

 

e-mail/ conference

10

Rework/Finalize

 

 

work

11

Next generation to client

 

 

e-mail

12

Approval

 

 

e-mail

       Phase 2:   Need down payment before proceeding

13

Develop ½ of content

 

 

work

14

Send first ½ of pres to client

 

 

e-mail

15

Changes/approvals from client

 

 

e-mail/ conference

16

Rework/develop balance of presentation

 

 

work

17

Send full draft

 

 

e-mail

18

Final changes/approval

 

 

e-mail/ conference

19

FINAL sent All work complete

 

 

e-mail

20

Invoice balance

 

 

mail