Details:

1. In the Active Client folder, use the template zip file to create the folder. (see video walkthrough)
2. Ensure the client has access to the “Shared Client Upload Folder”
3. Obtain all relevant creative assets from the client and ensure they are uploaded into the Shared Client Folder (via the client) or that you upload into the appropriate folder if obtained over email.
   1. Ex: Logo files, high-res imagery, videos or anything else they want on the website or to be included on any relevant campaigns

Best Practices:

• Make it easy for the client
  • Sometimes this process can overwhelm clients. If you were not on the Kickoff Call, it may help to reach out and ask them if they’d prefer to handle this process in bits and pieces, or if they want it all at once.
• Prioritize
  • If the client is busy or disengaged with the process, the priority should be to obtain the logo files and any non-stock imagery they have to share.
• Set Expectations:
  • If the client is disengaged, make sure they understand that delays in obtaining x, y or z can delay the project or prevent us from fulfilling certain deliverables.