Workflow Management

Initial Contact

Create Folder & Traveler
Work Order Made
Sticky Created & Put on Board

Pre-Development

Pre-Development Meeting (Phone / In-Person)
Creative Concept Meeting (Phone / In-Person)
Follow-up Email
Collect Collaterals & Terms & Conditions
Rough Mock-up (Low Resolution / No Template)

Sales & Upsell

Photos & Sizing
Sales - Options / Upsell

Physical Inspection & Invoice Update

Physical Inspection
List of Additional Services Sold / Needed
Confirm & Update Invoice
Waived Fee Now Paid
Invoice Updated with New Services

Design & Approval

Pre-Design Layout Meeting
Create & Verify Template
Start High-Resolution Design (Single Side)
Customer Sign Off on Design
Final Design Approval

Pre-Installation

Firm Hold
Internal Proof
Art Direction Sign Off
Customer Sign Off
Confirm ESOK (Estimated Start of Work)
Collect 50% Deposit (If Not Already Collected)
Schedule Installation Drop-off

Production

Pre-Install Meeting
Paneling
Printing
Lamination Rough Quality Control
Trim & Sew
Plotting
Project Inventory Control / Quality Control
Intake of Item
ESOK After Payment

Installation & Closure

Wrap Plan Set-up
ESOK After Payment
Clean & Prep Removals
Dry Hang & Photos
Install On-Location
Balance Payment ESOK
Cash Credit Online
Check Net
Art Direction Sign Off
Post-Wrap Quality Control & Photos
Debrief All Departments
Close Project (File Paperwork, Update Website & Facebook)
Final Invoice # Paid / Waived