Client Resource Ecosystem
Marketing Design Resources
| Client Facing-Public | Client Facing – Through AE | Internal Only |
|---|---|---|
| These are resources that anyone can access anytime, however we may use them in our communications if it applies to a client request. | These resources are only available through an Account Executive and are shared based on the client or project need. | These resources are for Account Executives to assist in their client communications, however they are not documents we would share. |
| General Marcom Resources | ||
| Resource: Strategy & Design Page Location: Marcom Website |
Resource: Creative Services Overview Deck (not currently available) Location: Creative Services Google Drive |
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| Resource: Creative Services Presentation Template (not currently available) Location: Creative Services Google Drive |
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| Brand Resources | ||
| Resource: Brand Guidelines Location: Brand Website |
Resource: Style Guides + Wordmarks Location: Creative Services Google Drive Notes: Maintained by Maureen, this grid tracks exceptions/approved wordmarks and known style guides |
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| Resource: Quick Guide Location: Brand Website |
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| Working With Creative Services Resources | ||
| Resource: FAQ Page Location: Marcom Website |
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| Resource: Recommended Printers Location: Marcom Website |
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| Billing Resources | ||
| Resource: MD Project Estimate Template Location: Creative Services Google Drive |
Resource: Current Rate Sheet (not currently available) Location: Creative Services Google Drive Notes: We have not updated this document/shared with a client. Assessing if the team wants to use this resource moving forward |
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| Resource: Change Order Template Location: Creative Services Google Drive |
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| Resource: Monthly Invoicing Record Location: Creative Services Google Drive |
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| Marketing Design Resources | ||
| Resource: Marketing Design FAQs Location: Marcom Website |
Resource: Marketing Design Process Overview Documentation Location: Creative Services Google Drive Note: This is outdated and will be updated and documented on the Marcom Documentation site |
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| Resource: Marketing Design Intake Document Location: Creative Services Google Drive Note: Rob is looking to make updates to this form |
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| Resource: Creative Brief Template Location: Creative Services Google Drive Note: When this is ready to be sent to the client to review, it should be sent as a PDF |
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| Resource: Manuscript Guidelines Location: Dropbox Note: This should be sent to the client as a word document so that they can use it to develop their content |
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| Resource: Client Feedback Guideline Slides Location: Creative Services Google Drive Note: These should only be shared as part of a presentation deck or save particular slides based on the phase of the process that you are in |
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| Interactive Design Resources | ||
| Resource: SOW Templates Location: Creative Services Google Drive Note: All SOW templates can be found in this folder. |
Resource: Stakeholder Planning For Website Projects Location: Creative Services Google Drive Note: Pam needs to move this into the shared CS Drive |
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| Resource: Interactive Design Product 101 Presentation Location: Creative Services Google Drive Note: A deck that gives an overview of the products we offer would be a good step for us to take following an intake meeting and during our project planning phase. |
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| Resource: Website Proces Overview Deck Location: Creative Services Google Drive |
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| Resource: Analytics/SEO Overview of Offerings Location: Creative Services Google Drive Note: Laura to check with Sina/David for the most up-to-date version of this deck before linking. |
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| Resource: ID Client Preliminary Project Details Template Location: Creative Services Google Drive Note: This is on Laura’s process pipeline list to review for minor updates. |
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| Resource: Content Introduction/Kickoff Deck Template Location: Creative Services Google Drive Note: This presentation happens in conjunction with delivering the Keep/Delete sheet. |
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| Resource: Working With an Outside Website Vendor Location: Creative Services Google Drive Note: TBD, language being developed through Lisa/Jon. Considering a format similar to the direct booking page on the marcom site for photo. |
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| Photography Resources | ||
| Resource: How to Search in Cumulus Location: MarCom Website Note: This is on the FAQ page |
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| Resource: Direct Booking – Events Location: MarCom Website |
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| Resource: Interactive Design Glossary of Terms Location: Responsive Framework Documentation Site Note: Is this up to date? Is this the right section? |
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| Resource: Direct Booking – Headshots Location: MarCom Website |
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| Resource: Direct Booking – Headshots 20 minute template Location: MarCom Website Note: This should be added to the Direct Booking – Headshots page as a link. |
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| Resource: Direction Booking – Headshots 30 minutes template Location: MarCom Website Note:This should be added to the Direct Booking – Headshots page as a link. |
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| Resource: Photo Release Form Location: MarCom Website |
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| Resource: Printable “Photography Being Taken at Event” Signage Template Location: MarCom Website Note: TBA in development |
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| Campus Signage & Advertising Resources | ||
| Resource: Warren Towers Digital Signage Request Location: MarCom Website |
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| Resource: Advertising on the Bus Location: MarCom Website |
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| Resource: Digital Signage Teams Channel Location: MarCom Website |
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| Project 101 Documents | ||
| Resource: TBA Location: Creative Services Google Drive |
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| Resource: TBA Location: Creative Services Google Drive |
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| Resource: TBA Location: Creative Services Google Drive |
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