POST-PRESENTATION CHECKLIST
Passerine’s Project Kickoff – December 25, 2020
Housekeeping
Welcome Kit
Design Team (lead designer)
Contract
Retainer – applied to invoices at the end of the job
Payment Process (monthly time billing, 5 days proposals, invoices due on receipt)
Office Hours 9am-5pm; Last meeting at 6pm
Time billing is hourly – including all changes and unforeseen circumstances
Online Access
Programming
Next Steps
Process Overview
Priorities
Budget
Timeline
Storage & Delivery
Keys
Decision Maker/Level of Involvement
Next Steps
What can we do to make this project a success?
Account Setup
Database – email vCard
Email Folder
Electronic Client File
Client Binder
Studio Webware
Pipeline
Referral – Send Thank You
1st Round Due: January 25, 2021