| Sound
good? Here's a list of the forms you get: |
| PRINT
forms |
WEB
forms |
| 001
Call Sheet |
501
Call Sheet |
| Keep
your prospecting neat and productive. Each sheet contains your script,
specialties and contact information. |
| 002
Prospect Mail-Out Tracking Sheet |
002
Prospect Mail-Out Tracking Sheet |
| Use
this form to keep track of your promo package mailings and follow-up
notes. |
| 003
Sample Intro Letter / Print & Web |
503
Sample Intro Letter / Web |
| To
mail with your promo package |
| 004 Client
Profile |
004 Client
Profile |
| Vital
stats, brief history, expectations, type of projects. |
| 005 Production
Schedule, 2 pages |
505 Production
Schedule, 2 pages |
| Work
backwards from your project due date to allocate blocks of time
for specific tasks and schedule client approval meetings. |
| 006 Project
Flowchart |
506 Project
Flowchart |
| Great
for client presentations, this is your project's visual roadmap
to deadlines and completion dates. |
| 007 Pricing
Worksheet / Print |
507 Pricing
Worksheet / Web |
| Internal
worksheet for calculating your time/materials/costs and relating
them to ultimate client costs. |
| 008 Price
Quote / Print |
508 Price
Quote / Web, 2 pages |
| External
Price Quote form suitable for client presentation. Use this if you
want to/must show hours. Otherwise, stick with the Proposal Letter. |
| 009 Proposal
Letter, Sample 1 |
009 Proposal
Letter, Sample 1 |
| Proposal
Letters are the backbone of my price quote system. |
| 010 Proposal
Letter Terms, Sample 1 |
010 Proposal
Letter Terms, Sample 1 |
| This
is the best way to handle the "Small Print." |
| 011 Proposal
Letter, Sample 2 |
011 Proposal
Letter, Sample 2 |
| Proposal
Letters are flexible and have a number of uses. Another variation. |
| 012 Proposal
Letter Terms, Sample 2 |
012 Proposal
Letter Terms, Sample 2 |
| This
will give you a good foundation for constructing your own "as
needed" clauses. |
| 013 General
Working Agreement, 2 pages |
013 General
Working Agreement, 2 pages |
| The
General Working Agreement describes the designer/client relationship.
Proposal Letters and Price Quotes define specific projects. It's
a marvelous system. |
| 014 Work
Order |
014 Work
Order |
| I
use this specifically when time is of the essence. It's a fast way
to seal a deal and get an official go-ahead. |
| 015 Time
Sheet / Print |
515 Time
Sheet / Web |
| The
dreaded time sheet! Keeping track of your time is the only way you
can determine if your time estimates for projects are correct, or
need adjustment. |
| 016 Request
for Bid Printing |
N/A |
| Standard
request. Just fill in the blanks, fax it, and let your printer take
it from there. |
| 017 Request
for Bid Photography |
017 Request
for Bid Photography |
| Standard
request form for pricing photo services. |
| 018 Request
for Bid Web Services |
018 Request
for Bid Web Services |
| This
standard request form will help you figure out exactly which areas
you need help with for web projects. |
| 019 Project
Status Report / Print |
519 Project
Status Report / Web |
| An
external document designed to keep your client informed of progress
and catch potential problems early. |
| 020 Work
in Progress / Print |
520 Work
in Progress / Web |
| Internal
project monitoring. |
| 021 Model
Release, Photo/Video/Audio |
021 Model
Release, Photo/Video/Audio |
| A
slick all-in-one form that covers all the bases. |
| 022 Proof
Checklist / Print, 2 pages |
522 Proof
Checklist / Web |
| The
final sign-off forms prior to going to press, and prior to launching
the web site. |
| 023 Change
Order |
023 Change
Order |
| When
your client changes the scope of the project, make sure you get
in writing. |
| 024 Printing
Instructions |
N/A |
| Your
official instructions to the printer when your job goes to press. |
| 025 Project
Expenses Actual |
025 Project
Expenses Actual |
| How
does this match up with your early project estimates? Did you remember
to include everything? |
| 026 Project
Billing Worksheet / Print |
526 Project
Billing Worksheet / Web, 2 pages |
| This
is where you pull everything together in order to prepare the final
invoice. |
| 027 Sample
Invoice |
027 Sample
Invoice |
| I
love to send the final invoice! |
| 028 Accounts
Payable Index |
028 Accounts
Payable Index |
| This
is a running list of people to whom you owe money. |
| 029 Accounts
Receivable Index |
029 Accounts
Receivable Index |
| Much
better! This is the running list of people who owe YOU money, and
how much. |
| 030 Statement |
030 Statement |
| Send
this as a reminder if your client doesn't pay your invoice, or if
your client still owes a balance on a previous invoice. |