GUSTO STUDIO IG: @HELLO GUSTO 1951 SW 156 …...2019/05/20 · 1951 SW 156TH AVE. MIRAMAR, FL 33027...

GUSTO STUDIO1951 SW 156TH AVE.MIRAMAR, FL 33027

IG: @[email protected]+1 954. 608. 4053

Stages is a step-by-step outlineand workbook for client on-boarding.

If you're new to freelancing or you have a few years under your belt, these documents will help level-up your work flow.

Service Guide

First Meeting

Proposal

Contract

PAGE 05

PAGE 07

PAGE 11

PAGE 16

CONTENTS

how-to present and sell your services.

Workbook outlining the main topics and questions we must gather with a new client.

How to set up your proposal and pricing.

Template with guide, what a contract should be, what it should have and how it should be presented to benefit you and your client.

All delivered as worksheets and templates with easy to follow instructions.

We've packaged, what otherwise takes years and thousands of dollars to obtain, for free.

Service GuideFirst MeetingProposalContract

➊② ③ ④



62O19 ©GUSTO STUDIO @ HELLO_GUSTO

Your service guide should be a short document that spotlights you and your expertise. It is very helpful for you and your potential clients. It gives them an insight into your work and sets the expectations for the collaboration.

Your guide should include the following items:

① About you

② List of Services & Common Packages

③ Your Work Process / FAQ's

④ Contact Page

-------------------------------

EXTRA: WRITE A SHORT ARTICLE ABOUT WHAT MAKES YOU AND YOUR PRACTICE UNIQUE!




①➋ ③ ④


① Connect

Overview

② Discover

③ Align ④ Review

Whether you're meeting with a friend of a friend, a start-up or a large corporation, no matter what the business, you will always work with people.

Profile their background such as education, work experience, interests and family, looking for areas within their frame of reference to connect and bond on.

In a perfect world, you will run all these steps in one sitting. This is not always the case. You might need to work on the relationship further before you get to talk numbers and figures.

Make genuine connections, it will make all the difference. Remember don’t work "for" people, work "with" people.

The great thing about graphic design is that you can work in every industry. Take time to learn about the company you will be collaborating with. Listen, listen, listen! Ask, Ask, Ask! Make as many notes as possible.

Ask macro business questions so that you form a broad view of their company.

Stay alert for the pain points and identify metrics that will measure success.

Identify and align on what will constitute success and how to measure for it, in order to create milestones for the project.

Confirm all that needs to be in the proposaland establish a budget. The business goals, pains, metrics and sales should start giving you a sense of budget. Don’t hesitate to speak of money at this meeting. Avoid leaving this meeting without a budget or cost aligned. Doing so will save time and will ensure that you are a good fit for each other.

We believe in value based design when it comes to price. In short, the more impact design has in accomplishing the clients goals, the more design should cost.

VALUE PRICING WORKBOOK COMING SOON!

All went well and you’re aligned with your client, now you’re ready to reiterate all the information you’ve gathered and turn it into a concise proposal.

TIP!

MARK CUBAN ONCE SAID THAT AN ADVICE HE GOT EARLY ON

IN HIS CAREER AND STILL DOES TO THIS DAY IS, WHEN

STARTING ANY MEETING, THE FIRST THING HE DOES IS

WRITE IN LARGE LETTERS ON THE TOP OF HIS NOTEPAD THE

WORD LISTEN!


Product? Service?

Sales: UP? DOWN?

Monthly Sales +/- $

NON-PROFIT or PROFIT

For profit businesses tend to have clear sales goals and non-profits might have “brand awareness” goals. Find quantifiable metrics in order to create value for your services.

FIND OUT MORE ABOUT VALUE PRICING!

Discover

How did your last design experience go?Or is this their first design hire?

What are the basics of the business?Where do you sell / sales channels? (e.g. In-person, Resell, eComm, etc.)

Identify their pain points. What’s the problem that needs solution?

(Is this problem interesting for you to solve?)

Gather an initial sense of goals:

Ex. Goals to increase sales? brand awareness? if its a non-profit, is the goal to increase membership/donors?

Identify the metrics that will determine success

➊

➋

➌

➍

➎


Align

What do you need to see in a proposal?

Who are the decision-makers? What factors influence their decisions?

What’s your financial commitment/budget? And, What’s the timeline?

Define the next steps.

➊

➋

➌

➍




①② ➌ ④


All went well and you’re aligned with your client, now you’re ready to reit-erate all the information you’ve gathered and turn it into a concise proposal.

At this point you have collected the list of deliverables to be completed, you have spoken about a budget and you have a sense of timeline.

In the next few pages you will see ➌ examples of single-sheet proposals that were sent and approved by our existing clients.

We know prospect clients are not always super clear with their needs and wants. If that is the case, give multiple options in your the proposal (see example ➌). These options should range from smaller to larger scope solutions.

Use these templates as ideas for your upcoming projects. This is our version of a handshake. Once the client agrees to the specific deliverable, at your set price, within the designated timeline, then you can prepare a contract.


The following proposal addresses creative consultation, strategic design and development of ____________ graphic design package. This includes initial presentation of three directions, graphic design refinement of a chosen direction and delivery of final design assets.

*Further specifications, features, and estimated production fees contingent upon initial discovery discussion with Client.

PROPOSAL ➊: BRANDING

BRANDING + COLLATERAL + WEB €TBD / Monthly• 6 MONTHS

BRANDING

• Brand strategy• Brand style board• Wordmark / logo• Brand icon• Social icon• Textures / pattern• Color palette• Font system & hierarchy• In-Use mock-ups• Brand style guide

COLLATERAL

• Business card design• Postcard design• Social media headers• Instagram template bundle• Menu design template (x3)• Various goodies (Coaster, Match

box, etc..)

WEB

• Website strategy / site map• Responsive website design• Developer liaison• E-mail campaign template (x2)

Q&P

• Landing / info site * Developer and costs TBD


DESIGN

DESIGN & PRINTING TOTAL

PRINTED COPIES DELIVERED NO LATER THAN DECEMBER 10, 2018

PRINTING

$0.00

$0.00

$0.00

Estimate

Estimate

Estimate

• Multi-page magazine• 2-3 responsive design layout proposals• 3 Rounds of revision of design• Art direction• Layout & typography • Image retouch and minimal color correction• Artwork & design file license limited to usage for the purpose of print and web PDF formats. • Request of 3 printing quotes• File preparation• Liaison with chosen print shop for print production

• 750 issues• Page count TBD • Perfect bound • Size estimate: ≈7” x 9” inches



** Shipping, handling and other fees, such as customs not considered in this estimate.

PROPOSAL ➋: BOOK DESIGN & PRINTING




Using the WordPress back-end originally built in 2015, we will salvage as most code as possible, then implement a front-end redesign. Design supplied via static mock-ups. Needed features outside of the original code in place will be quoted separately. Contingent upon front-end developer for WordPress availability.

New Design • Responsive multi-page site • 2-3 responsive static design layout proposals • 3 Rounds of revision of design

Development • Responsive build out • Content management system • Server set-up and deployment • Bug warranty (1-years) • CMS training (1-time)

New Design & Development as mentioned above +

Strategy • Study of site performance • UX/UI live animated mock-ups • Site analytics set-up • Define design/development direction

PROPOSAL ➌: WEBSITE DESIGN & DEVELOPMENT

OPTION 1: RE-SKIN

OPTION 2: RE-BUILD

OPTION 3: STRATEGIZE & BUILD

$$0.00 — $0.00

$$0.00 — $0.00

$$0.00 — $0.00

• 8 weeks

• 12 weeks

• 14 weeks+




①② ③ ➍


Congratulations!

You've converted a pros-pect into a paying client and you're ready to get working.

Not so fast cowboy! Let's get all the terms of this agreement out in the open and let's get a deposit first.

We will attempt to explain the aspects of contracts that are important for most project dealing with graphic design services. We are not attorneys so this information is not legal advice. Our hope is to share our knowledge in this field, so that future freelancers have the basic understating on how to protect their work.

We prepare our contracts in simple language. The clauses are in plain English, so both parties clearly understand the parameters of engagement without legal council. By doing so, everyone is on the same page, no fine print, no hidden messages.

We believe that contracts shouldn't be sneaky, rather they should be made to avoid the possibility of issues.

The following pages include our basic contract in simple language along with explanation for each section. The terms are drawn to benefit you. However, each client might have their own needs. You might need to alter the terms. Do so carefully and in a way that everyone understands.

Your standard contract should include the following:

① Proposal (AS PREVIOUSLY APPROVED)

② Agreement Overview

③ Terms & Conditions

④ Initials on every page

⑤ Page for signatures


PROPOSALSAll proposals will be issued per project and are valid for 15 days. The terms and conditions in this document are to be adhered for any project or service undertaken by The Client and Gusto Studio, unless otherwise noted in other form.

SCHEDULEProject schedule will be determined with each proposal. Termination or abandonment of work may result in penalty.

BILLING & EXPENSESA deposit of total project fees due upon contract signing unless otherwise noted in the proposal. Balance will be billed as stated per project proposal and due within 30 days. If the project extends beyond the agreed timeline, the billing schedule will be modified accordingly. Out of scope charges are billed in the month they occur. The project may be paused if payments are overdue.

Expenses incurred by Gusto Studio throughout the duration of project will be invoiced. Detailed expense reports will be provided by month end. Reimbursements will be made by Client within one payment cycle.

STANDARD RATESGraphic Designer $0.00/hr.Art Director $0.00/hr.Video/photo $0.00/hr.Developer $0.00/hr.

STUDIO HOURSMonday — Friday 10 am — 6 pm EST

Any work required outside of the studio hours need to be announced 3+ days in prior and may be subject to extra fees.

Agreement Overview


CLAUSE NOTES

PARTIESThis contract is between _____________________________ (“Client”) and Gusto Studio LLC.

This is who will be involved in the agreement. The "Client" is then used for simplicity through the document

Terms & Conditions

PAYMENTThe Client and Gusto Studio LLC agree that payment is due within thirty (30) days of invoicing. The project may be paused if payments are over-due with a minimum of seven (7) days notice.

ESTIMATESThe fees cited in this proposal are our best estimates given the information provided in the initial meetings. If additional work outside of the original estimate scope, the project specifications change, or the scheduling changes, the cost estimate may change. Gusto Studio LLC shall notify the Client in writing of any changes.

EDITS & REVISIONSThe Client shall be responsible for making additional payments for changes requested by the Client in original assignment or changes that exceed the limit of rounds of revisions per deliverable set forth in the before mention pages.

TERMINATION In the event of cancellation of the project by the client, a cancellation fee of thirty (30)% of remaining contract balance will be applied. If the Client desires to halt work for a period of ninety (90) days or more, a fee of ten (10)% of remaining contract balance will be applied in order to resume work at a determined date. If the client abandons work without notice to Gusto Studio LLC, for a period of 60 days or more, cancellation policy applies.

Make sure you get payed and on time. Specify your deposit percentage and billing schedule.

Work that is not in the proposal, is considered out of scope and will require extra costs.

Agree on a number of revisions with your client in the proposal phase. Anything out of that number should be extra.

Give client an option for canceling the projects. Not all collaborations work out.


CONFIDENTIALITYGusto Studio LLC acknowledges that all source materials, marketing plans and other sensitive business information supplied by the Client or developed by Gusto Studio LLC are to be considered confidential information and subject to any separate confidentiality and/or non-disclosure agreements entered into by the parties. Information shall not be considered confidential if it is already publicly known through no act of Gusto Studio LLC.

THIRD-PARTIES & LICENSINGAll third-party transactions will be handled separately from this proposal. Licensing may include, but not limited to, typography, photography, video, and illustration.

OWNERSHIP All work produced under this agreement remains the prop-erty of Gusto Studio LLC. Upon receipt of full payment, this agreement grants the Client an irrevocable and perpetual license to the design and/or code created for this project limited to usage for the purposes laid out on this proposal document. The design and website code cannot be resold in whole or in part as a template by the Client. This clause does not affect any open source, public domain works, trademarks, intellectual property or copyright materials incorporated into the project which remain under their re-spective licenses.

PROMOTIONGusto Studio LLC is authorized to use the representation of the work produced, in any media, for its promotional purposes for an indefinite period from the date of completion. Such representations of the work produced shall not include or display any of the Clients proprietary information bound by the terms of any non-disclosure agreements included herein.

EXPENSESClient shall reimburse Gusto Studio LLC expenses incurred in connection with this Agreement as follows: any incidental and out-of-pocket cost carried by Gusto Studio LLC that are necessary — and previously approved by the Client — in order to complete the project.

Don't let secretes out. Non-disclosure agreements are typical. If a clients wants you to sign one, read carefully and consult with an attorney if needed.

Fonts, stock photos and other things that may need to licensed to complete the project are to be payed separately and not part of this proposal.

This example is the most common version. It states that whatever is created from this agreement remains your property but the client has the full authorization to replicated in anyway and as many times as stated in the proposal. That brings up licensing of work.

See page ##

This allows you to use the work you have created (regardless of client or industry) for self-promotion. Like in your website or service guide.

This can be different if you are freelancing for an agency.

Self explanatory, make sure you get reimbursed for expenses arising from a project. For example, travel, shipping or printing.


TIMELINEThe timeline specified has been determined to be feasible and realistic based on the determined workload, provided unforeseen changes in the scope do not add additional work and the Client meets all deadlines and project requirements. Although every effort will be made to meet the proposed timeline, failure to do so does not trigger an automatic partial refund of the agreed project fees.

PROJECT COMPLETIONAt project completion, any further modifications are billable unless agreed beforehand.

CLIENT RESPONSIBILITIESClient acknowledges that it shall be responsible for per- forming the following in a reasonable and timely manner:(a) coordination of any decision-making with parties other than Gusto Studio LLC;(b) provision of Client Content in a form suitable for reproduction or incorporation into the Deliverables without further preparation, unless otherwise expressly provided in the Proposal; and(c) final proofreading and in the event that Client has approved Deliverables but any errors not previously accounted for, remain in the finished product, Client shall incur the cost of correcting such errors.

DISPUTE RESOLUTION Any disputes arising out of this Agreement shall be submitted to binding arbitration before the Joint Ethics Committee or a mutually agreed arbitrator pursuant to the rules of the American Arbitration Association. The Arbitrator’s award shall be final. Each party is responsible for their own fees incurred by this process irregardless of final awarded decision.

Agree on a timeline, and try your hardest to stick to it. Things happen, we all know that. If there is an issue on your part, be transparent with the client.

Get paid before you turnover all final designs.

This is what you should expect from the client's side.

Straightforward, to resolve disputes you will go through arbitration. Each party is responsible for their own fees.

TIP! • FROM SETH'S BLOG • (JULY 22, 2017)

"ALL DEALS ARE HANDSHAKE DEALS"

THE ONLY VARIABLE IS HOW SPECIFIC YOU'RE WILLING TO BE ABOUT WHO

IS PROMISING WHAT.

SPECIFIC CONTRACTS DON'T COMPLETELY PROTECT YOU FROM

DISHONORABLE PEOPLE. WHAT THEY DO IS MAKE IT REALLY CLEAR ABOUT

WHAT IT TAKES TO DO WHAT YOU SAID YOU WERE GOING TO DO.

START WITH A GOOD AGREEMENT. BUT YOUR FUTURE DEPENDS ON DOING

AGREEMENTS WITH GOOD PEOPLE.

STA

GES

Glad you made it all the ways through!

Please use any part of this document in your personal practice. If you have any questions, DM: @hello_gusto and follow for more graphic design goodies!

GUSTO STUDIO IG: @HELLO GUSTO 1951 SW 156 …...2019/05/20 · 1951 SW 156TH AVE. MIRAMAR, FL 33027...

Documents

Transcript of GUSTO STUDIO IG: @HELLO GUSTO 1951 SW 156 …...2019/05/20 · 1951 SW 156TH AVE. MIRAMAR, FL 33027...