General Workflow

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 or approved and activated.

Forms/Docs

Custom Template Info Doc

Custom Template Intake Form

[Link]

Agreement Form

[Link]