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Sales will approach the video team with a potential custom template design opportunity.
The agency will fill out the intake form to outline creative direction.
Justin will have a preliminary call with the agency to finalize the design.
A summary/itemized creative direction for the template design will be sent to the client as well as the custom template agreement form.
The agency will sign the custom template agreement form and a Jira ticket is created.
The video team begins production.
The initial proof is sent to the client for approval.
The template is sent back for edits and/or approved and activated.
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Custom Template Intake Form
[Link]