|
Set
up includes |
Design of one-page product profile
One set of minor revisions to the design
Teleconference |
| |
Introductions
Establish client contacts for project
Explain data needed and in what format
Establish tentative deadline
Request initial information such as style standards |
Gather relevant data from the client
Provide camera-ready fund profile |
|
Set
up excludes |
Print production and mailing costs and services |
|
Updates include |
Scheduling the fund profile production timeline
Gather relevant data from the client
Provide camera-ready fund profile |
|
Updates exclude |
Print production and mailing costs and services |
|
Client Responsibilities |
Provide accurate and timely data for the completion of the
product profile in the appropriate format |
