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 and/or approved and activated.

Forms/Docs

Custom Template Info Doc

Custom Template Intake Form

[Link]

Agreement Form

[Link]