{"id":1254,"date":"2024-07-31T10:39:23","date_gmt":"2024-07-31T14:39:23","guid":{"rendered":"https:\/\/sites.bu.edu\/marcom-team\/?page_id=1254"},"modified":"2025-08-14T09:45:05","modified_gmt":"2025-08-14T13:45:05","slug":"client-resource-ecosystem","status":"publish","type":"page","link":"https:\/\/sites.bu.edu\/marcom-team\/departments\/account-management\/client-resource-ecosystem\/","title":{"rendered":"Client Resource Ecosystem"},"content":{"rendered":"
\n

Marketing Design Resources<\/strong><\/p>\n\n\n\n\n\n\n\n\n\n\n\n\n\n\n\n\n\n\n\n\n\n\n\n\n\n\n\n\n\n\n\n\n\n\n\n\n\n\n\n\n\n\n\n\n\n\n\n\n\n
Client Facing-Public<\/strong><\/th>\nClient Facing – Through AE<\/strong><\/th>\nInternal Only<\/strong><\/th>\n<\/tr>\n
These are resources that anyone can access anytime, however we may use them in our communications if it applies to a client request.<\/em><\/th>\nThese resources are only available through an Account Executive and are shared based on the client or project need.<\/em><\/th>\nThese resources are for Account Executives to assist in their client communications, however they are not documents we would share.<\/em><\/th>\n<\/tr>\n<\/thead>\n
General Marcom Resources<\/strong><\/th>\n<\/tr>\n
Resource:<\/strong> Strategy & Design Page<\/a>
\nLocation:<\/strong> Marcom Website<\/td>\n		Resource:<\/strong> Creative Services Overview Deck (not currently available)<\/em>
\nLocation:<\/strong> Creative Services Google Drive<\/td>\n		<\/td>\n<\/tr>\n
<\/td>\nResource:<\/strong> Creative Services Presentation Template (not currently available)<\/em>
\nLocation:<\/strong> Creative Services Google Drive<\/td>\n		<\/td>\n<\/tr>\n
Brand Resources<\/strong><\/th>\n<\/tr>\n
Resource:<\/strong> Brand Guidelines<\/a>
\nLocation:<\/strong> Brand Website<\/td>\n		<\/td>\nResource:<\/strong> Style Guides + Wordmarks<\/a>
\nLocation:<\/strong> Creative Services Google Drive
\nNotes:<\/strong> Maintained by Maureen, this grid tracks exceptions\/approved wordmarks and known style guides<\/td>\n<\/tr>\n
Resource:<\/strong> Quick Guide<\/a>
\nLocation: <\/strong>Brand Website<\/td>\n		<\/td>\n<\/strong><\/td>\n<\/tr>\n
Working With Creative Services Resources<\/strong><\/th>\n<\/tr>\n
Resource:<\/strong> FAQ Page<\/a>
\nLocation:<\/strong> Marcom Website<\/td>\n		<\/td>\n<\/td>\n<\/tr>\n
Resource:<\/strong> Recommended Printers<\/a>
\nLocation:<\/strong> Marcom Website<\/td>\n		<\/td>\n<\/td>\n<\/tr>\n
Billing Resources<\/strong><\/th>\n<\/tr>\n
<\/td>\nResource:<\/strong> MD Project Estimate Template<\/a>
\nLocation:<\/strong> Creative Services Google Drive<\/td>\n		Resource:<\/strong> Current Rate Sheet (not currently available)<\/em>
\nLocation:<\/strong> Creative Services Google Drive Notes:\u00a0<\/strong>We have not updated this document\/shared with a client. Assessing if the team wants to use this resource moving forward<\/td>\n<\/tr>\n
<\/td>\nResource:<\/strong> Change Order Template<\/a>
\nLocation:<\/strong> Creative Services Google Drive<\/td>\n		<\/td>\n<\/tr>\n
<\/td>\nResource:<\/strong> Monthly Invoicing Record<\/a>
\nLocation:<\/strong> Creative Services Google Drive<\/td>\n		<\/td>\n<\/tr>\n
Marketing Design Resources<\/strong><\/th>\n<\/tr>\n
Resource:<\/strong> Marketing Design FAQs<\/a>
\nLocation:<\/strong> Marcom Website<\/td>\n		Resource:<\/strong> Marketing Design Process Overview Documentation<\/a>
\nLocation:<\/strong> Creative Services Google Drive
\nNote:<\/strong> This is outdated and will be updated and documented on the Marcom Documentation site<\/td>\n		<\/td>\n<\/tr>\n
<\/td>\nResource:<\/strong> Marketing Design Intake Document<\/a>
\nLocation:<\/strong> Creative Services Google Drive
\nNote:<\/strong> Rob is looking to make updates to this form<\/td>\n		<\/td>\n<\/tr>\n
<\/td>\nResource:<\/strong> Creative Brief Template<\/a>
\nLocation:<\/strong> Creative Services Google Drive
\nNote:<\/strong> When this is ready to be sent to the client to review, it should be sent as a PDF<\/td>\n		<\/td>\n<\/tr>\n
<\/td>\nResource:<\/strong> Manuscript Guidelines<\/a>
\nLocation:<\/strong> Dropbox
\nNote:<\/strong> This should be sent to the client as a word document so that they can use it to develop their content<\/td>\n		<\/td>\n<\/tr>\n
<\/td>\nResource:<\/strong> Client Feedback Guideline Slides<\/a>
\nLocation:<\/strong> Creative Services Google Drive
\nNote:<\/strong> 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<\/td>\n		<\/td>\n<\/tr>\n
Interactive Design Resources<\/strong><\/td>\n<\/tr>\n
<\/td>\nResource:<\/strong>\u00a0SOW Templates<\/a>
\nLocation:<\/strong>\u00a0Creative Services Google Drive
\nNote:<\/strong>\u00a0All SOW templates can be found in this folder.<\/td>\n		Resource:\u00a0<\/strong>Stakeholder Planning For Website Projects<\/a>
\nLocation:\u00a0<\/strong>Creative Services Google Drive
\nNote:\u00a0<\/strong>Pam needs to move this into the shared CS Drive<\/td>\n<\/tr>\n
<\/td>\nResource:\u00a0<\/strong>Interactive Design Product 101 Presentation
\nLocation:\u00a0<\/strong>Creative Services Google Drive
\nNote:\u00a0<\/strong>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.<\/td>\n		<\/td>\n<\/tr>\n
<\/td>\nResource:\u00a0<\/strong>Website Proces Overview Deck<\/a>
\nLocation:\u00a0<\/strong>Creative Services Google Drive<\/td>\n		<\/td>\n<\/tr>\n
<\/td>\nResource:\u00a0<\/strong>Analytics\/SEO Overview of Offerings
\nLocation:\u00a0<\/strong>Creative Services Google Drive
\nNote:\u00a0<\/strong>Laura to check with Sina\/David for the most up-to-date version of this deck before linking.<\/td>\n		<\/td>\n<\/tr>\n
<\/td>\nResource:\u00a0<\/strong>ID Client Preliminary Project Details Template<\/a>
\nLocation:\u00a0<\/strong>Creative Services Google Drive
\nNote:\u00a0<\/strong>This is on Laura’s process pipeline list to review for minor updates.<\/td>\n		<\/td>\n<\/tr>\n
<\/td>\nResource:\u00a0<\/strong>Content Introduction\/Kickoff Deck Template<\/a>
\nLocation:\u00a0<\/strong>Creative Services Google Drive
\nNote:\u00a0<\/strong>This presentation happens in conjunction with delivering the Keep\/Delete sheet.<\/td>\n		<\/td>\n<\/tr>\n
<\/td>\nResource:\u00a0<\/strong>Working With an Outside Website Vendor
\nLocation:\u00a0<\/strong>Creative Services Google Drive
\nNote:\u00a0<\/strong>TBD, language being developed through Lisa\/Jon. Considering a format similar to the direct booking page on the marcom site for photo.<\/td>\n		<\/td>\n<\/tr>\n
Photography Resources<\/strong><\/td>\n<\/tr>\n
Resource:\u00a0<\/strong>How to Search in Cumulus<\/a>
\nLocation: <\/strong>MarCom Website
\nNote:\u00a0<\/strong>This is on the FAQ page<\/td>\n		<\/td>\n<\/td>\n<\/tr>\n
Resource:\u00a0<\/strong>Direct Booking – Events<\/a>
\nLocation: <\/strong>MarCom Website<\/td>\n		<\/td>\n<\/td>\n<\/tr>\n
Resource:\u00a0<\/strong>Interactive Design Glossary of Terms<\/a>
\nLocation: <\/strong>Responsive Framework Documentation Site
\nNote: <\/strong>Is this up to date? Is this the right section?<\/td>\n		<\/td>\n<\/td>\n<\/tr>\n
Resource:\u00a0<\/strong>Direct Booking – Headshots<\/a>
\nLocation: <\/strong>MarCom Website<\/td>\n		<\/td>\n<\/td>\n<\/tr>\n
Resource:\u00a0<\/strong>Direct Booking – Headshots 20 minute template<\/a>
\nLocation: <\/strong>MarCom Website
\nNote:\u00a0<\/strong>This should be added to the Direct Booking – Headshots page as a link.<\/td>\n		<\/td>\n<\/td>\n<\/tr>\n
Resource:\u00a0<\/strong>Direction Booking – Headshots 30 minutes template<\/a>
\nLocation: <\/strong>MarCom Website
\nNote:<\/strong>This should be added to the Direct Booking – Headshots page as a link.<\/td>\n		<\/td>\n<\/td>\n<\/tr>\n
Resource:\u00a0<\/strong>Photo Release Form<\/a>
\nLocation: <\/strong>MarCom Website<\/td>\n		<\/td>\n<\/td>\n<\/tr>\n
Resource:\u00a0<\/strong>Printable “Photography Being Taken at Event” Signage Template
\nLocation: <\/strong>MarCom Website
\nNote:\u00a0<\/strong>TBA in development<\/td>\n		<\/td>\n<\/td>\n<\/tr>\n
Campus Signage & Advertising Resources<\/strong><\/td>\n<\/tr>\n
Resource:\u00a0<\/strong>Warren Towers Digital Signage Request<\/a>
\nLocation: <\/strong>MarCom Website
\n<\/strong><\/td>\n		<\/td>\n<\/td>\n<\/tr>\n
Resource:\u00a0<\/strong>Advertising on the Bus<\/a>
\nLocation: <\/strong>MarCom Website
\n<\/strong><\/td>\n		<\/td>\n<\/td>\n<\/tr>\n
Resource:\u00a0<\/strong>Digital Signage Teams Channel<\/a>
\nLocation: <\/strong>MarCom Website
\n<\/strong><\/td>\n		<\/td>\n<\/td>\n<\/tr>\n
Project 101 Documents<\/strong><\/td>\n<\/tr>\n
Resource:\u00a0<\/strong>TBA
\nLocation: <\/strong>Creative Services Google Drive
\n<\/strong><\/td>\n		<\/td>\n<\/td>\n<\/tr>\n
Resource:\u00a0<\/strong>TBA
\nLocation: <\/strong>Creative Services Google Drive<\/td>\n		<\/td>\n<\/td>\n<\/tr>\n
Resource:\u00a0<\/strong>TBA
\nLocation: <\/strong>Creative Services Google Drive<\/td>\n		<\/td>\n<\/td>\n<\/tr>\n<\/tbody>\n<\/table>\n<\/div>\n","protected":false},"excerpt":{"rendered":"

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 […]<\/p>\n","protected":false},"author":14057,"featured_media":0,"parent":193,"menu_order":4,"comment_status":"closed","ping_status":"closed","template":"","meta":[],"_links":{"self":[{"href":"https:\/\/sites.bu.edu\/marcom-team\/wp-json\/wp\/v2\/pages\/1254"}],"collection":[{"href":"https:\/\/sites.bu.edu\/marcom-team\/wp-json\/wp\/v2\/pages"}],"about":[{"href":"https:\/\/sites.bu.edu\/marcom-team\/wp-json\/wp\/v2\/types\/page"}],"author":[{"embeddable":true,"href":"https:\/\/sites.bu.edu\/marcom-team\/wp-json\/wp\/v2\/users\/14057"}],"replies":[{"embeddable":true,"href":"https:\/\/sites.bu.edu\/marcom-team\/wp-json\/wp\/v2\/comments?post=1254"}],"version-history":[{"count":27,"href":"https:\/\/sites.bu.edu\/marcom-team\/wp-json\/wp\/v2\/pages\/1254\/revisions"}],"predecessor-version":[{"id":3771,"href":"https:\/\/sites.bu.edu\/marcom-team\/wp-json\/wp\/v2\/pages\/1254\/revisions\/3771"}],"up":[{"embeddable":true,"href":"https:\/\/sites.bu.edu\/marcom-team\/wp-json\/wp\/v2\/pages\/193"}],"wp:attachment":[{"href":"https:\/\/sites.bu.edu\/marcom-team\/wp-json\/wp\/v2\/media?parent=1254"}],"curies":[{"name":"wp","href":"https:\/\/api.w.org\/{rel}","templated":true}]}}