Retainer Job Authorisation

Before you send!

  1. Make sure you are forwarding the full email trail to Ara so that we have the entire conversation archived
  2. Highlight the job acceptance text from the client so it's easy to find later
  3. Update the client/job details at the start of the email
  4. Update the job brief details so you don't have to do it again later 😉
  5. Update/Remove sections re job printing

Subject Line:

NEW JOB > {insert email trail subject here}

Body Text

Hi Ara,

 

Please see below highlighted job approval.

Can you please set up the following >

 

Client:

Job name:

Job type: Retainer

AS setup: Subjob / Bold header

Deadline:

Assign to:

Tasks / Subjobs:

  • New client
  • XXX tasks

Client has confirmed print quantity of XXX using XXX (supplier). Please note this in the AS – for both invoicing + sending to print tasks.

 

Please assign the JOB BRIEF task to me with the following info pasted into it >

 

WIP Dashboard:

https://airtable.com/appXeykW7GaJNOvJw/pagZhYkh76rAcGVSJ

 

Job specs: (size, page count, web/print use)

Deadline:

Quote approved: ddmmyy

Quoted time breakdown:

Project manager:

Client contact:

 

Purpose:

Copy:

Images:

Must include:

Info for print: (supplier name, quantity, other specs)

Further details:

 

Please let me know if you have any questions 😊