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  1. Sales will approach the video team with a potential custom template design opportunity.

  2. The agency will fill out the intake form to outline creative direction.

  3. Justin will have a preliminary call with the agency to finalize the design.

  4. The agency will sign the custom template agreement form and a Jira ticket is created.

  5. The video team begins production.

  6. The initial proof is sent to the client for approval.

  7. The template is sent back for edits and/or approved and activated.

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