hi @Sarah Laferte going back soon, we had a delay in some personal stuff (house renovation we needed to do) and it's been quite challenging since we ended up vacation 😕 Next week will be challenge

Definitely after a call. Mention/show during it. Then send with other potential materials like bespoke deck. Then again as a link in the quote doc, so they remember we’re the right choice

trying to get a call is your goal always, so unless you see red flags, just send your booking link. You don't need a special message for that. Now, you don't have to solve a problem, you and many can do that. You are here to take them to their champagne moment. What they really want, not the problem they have. Example, a startup with the problem to be in need of a logo. You and millions of cheap designers can make a logo. Solve their problem. Their champagne moment is to get their first 1000 users. That means you can be with them in the strategy phase (before their problem), not to make a logo, but to understand them and help them doing a full branding that aligns with their goals, not just their personal taste. And you can be with them afterwards the logo, helping them with their communication. ------- In our case, our clients have the problem of "needing AI production". To make a TVC with AI. But we don't do just that. Before the production itself -> we help them understand AI capabilities, best practice workflows due to AI limitations, AI Survival guide (safety for them)... Problem solving -> here you have your AI TVC After the production -> they can have a paid full report on the process, help from us if they get into legal problems, new formats, campaign follow ups... ---- That's how you sell a project

I wouldn't say save us, but better protect us from possible missunderstandings :) on the quote template we have the budget itself and then the terms and conditions. I'd say, everything is important, that's why is there. From the rounds of feedback, the cost for extra rounds, the payment and cancellation terms, IP, portfolio rights... But obviously, the feedback rounds is more on the day to day work with them. Then first advance payment as only way to get you booked and start a project

BTW, as we just updated slightly the terms and conditions, to be more clear in a couple aspects, just updated the template

@Brian Terry there are always 3 things to consider on a project: - A very Good Money - Making a portfolio piece - Have a nice fun environment A good project needs two of them at least. Until you finish it, you won’t be 100% sure. Piece may end up not as good for a case study. The team cannot be as nice as they seem or having non-paid extra costs/time (can be avoided with the contract) We have like 4 or 5 very recurring clients, so do a good work, be transparent with AI capabilities (never over-promise), be nice and easy going (but firm on conditions and processes) I was tend to be perceived as grumpy at the agencies.. and still, account managers where always asking to assign me on their projects 🙂