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MBJ The Client Process

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0% found this document useful (0 votes)
28 views18 pages

MBJ The Client Process

Uploaded by

Horsemen
Copyright
© © All Rights Reserved
We take content rights seriously. If you suspect this is your content, claim it here.
Available Formats
Download as PDF, TXT or read online on Scribd
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process is power process is profit

PRO w
a com

pl
vie

ete f
ver
o
uc

CESS
king

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process is power process is profit

PRO PRO
CESS FIT
www.themadebyjames.com @made.by.james i give free hugs
process is power process is profit

HI BYE
THIS IS THE JOURNEY WE ARE CHATTING ABOUT TODAY

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process is power process is profit

HI ON-BOARDING ALL ABOARD OFF-BOARDING APRES BOARD

BYE
THIS IS THE JOURNEY WE ARE CHATTING ABOUT TODAY

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process is power process is profit

ONBOARDING
y y y y y y
CLIENTS WEB 20 MIN PROPOSAL DEPOSIT CONTRACT PROCESS
INQUIRY FORM FREE CALL SENT PAID SENT SCHEDULED

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process is power process is profit

TWO QUESTIONS
WEB BUDGET
FORM TIMELINES

BOTH ESSENTIAL
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process is power process is profit

SHORT FORM LONG FORM


TIMELINES COVER NOTE
DELIVERABLES GENERAL PROCESS
PROJECT PROCESS
PROPOSAL PRICES
TERMS SOME WORK
TIMELINES
DELIVERABLES
PRICES
TERMS
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process is power process is profit

S.O.W USEFUL TO HAVE


TIMELINES NDA

DELIVERABLES SUB-CONTRACTOR

REVISIONS / FEEDBACK COPYRIGHT TRANSFER


CONTRACTS RIGHT TO SHARE T&C’S

NO COMMUNICTION POLICY

CANCELLATION CLAUSE

PROJECT SUSPENSION

COPYRIGHT TRANSFER

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process is power process is profit

ALL ABOARD
CLIENTS
y
DISCOVERY
y
CLARITY
y
SUPER RAPID
y
REFINE THE
y FOUR y WRAP
TO-DOS CALL DISCUSSION SKETCHIOS WINNER(S) REVISION THAT SHIT
ROUNDS UP YO!

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process is power process is profit

BEFORE WE KICK OFF


CLIENT SCHEDULE A CALL ZOOM, GOOGLE MEET
TO-DO’S SUPPLY MOODBOARD PINTEREST, EVERNOTE
QUESTIONNAIRE INTERACTIVE PDFS

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process is power process is profit

STORY
PURPOSE
MISSION / VISION
AUDIENCE / POSITIONING
DISCOVERY PERSONALITY
CLARITY
VOICE PILLARS
EXAMPLES OF VOICE
GOALS & OBJECTIVES

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process is power process is profit

APPROVAL ALONG THE WAY


FEEDBACK SKETCH
SHARE
REFINE
IDEAS
DEVELOP
CONCEPT
FINAL
DIRECTION
APPROVED
DESIGN
PROCESS
CHOOSE FEEDBACK FEEDBACK FEEDBACK FINISH
APPROVAL APPROVAL APPROVAL

EXTRA CHANGES COST MORE


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process is power process is profit

OFF BOARDING
FINAL y PROJECT y
HAND OVER
y
ASK FOR
PAYMENT FOLDER COPYRIGHT TESTIMONIAL
MADE CREATION

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process is power process is profit

RANDO CLIENT
PROJECT
FOLDER LOGOS ANIMATIONS BRAND BOOK ASSETS

*BE SURE TO ASK THE CLIENT TO DOWNLOAD*

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process is power process is profit

WHAT THE DOCUMENT OUTLINES

FROM YOUR COMPANY TO THEIRS

ADD THE FILES THAT THEY NOW OWN

SIGN / SEAL / DELIVER


HAND OVER
COPYRIGHT THINGS TO BEAR IN MIND

THEY ONLY OWN CHOSEN DIRECTION

THEY ONLY OWN ONCE PAID IN FULL

THIS IS NOT TRADE MARKING

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process is power process is profit

APRES BOARD
THREE y SIX y TWELVE y
REFERAL y UPSELL
MONTH MONTH MONTH SCHEME OTHER
CHECK-IN CHECK-IN CHECK-IN SERVICES

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process is power process is profit

6-8 PAGE PDF MAXIMUM


COVER SERVICES PROJECT
NOTE YOU OFFER ONE
THE FLEX
DECK
AK K
PROJECT PROJECT CONTACT
A -
CAPABILITIES D E C
TWO THREE DETAILS

IF POSSIBLE MAKE IT AN INTERACTIVE PDF


www.themadebyjames.com @made.by.james i give free hugs
process is power process is profit

y y y y y y
CLIENTS WEB 20 MIN PROPOSAL DEPOSIT CONTRACT PROCESS
INQUIRY FORM FREE CALL SENT PAID SENT SCHEDULED

CLIENTS
y
DISCOVERY
y
CLARITY
y
SUPER RAPID
y
REFINE THE
y FOUR y WRAP
TO-DOS CALL DISCUSSION SKETCHIOS WINNER(S) REVISION THAT SHIT
ROUNDS UP YO!

FINAL y PROJECT y
HAND OVER
y
ASK FOR
PAYMENT FOLDER COPYRIGHT TESTIMONIAL
MADE CREATION

THREE y SIX y TWELVE y


REFERAL y UPSELL
MONTH MONTH MONTH SCHEME OTHER
CHECK-IN CHECK-IN CHECK-IN SERVICES

www.themadebyjames.com @made.by.james i give free hugs

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