The document outlines a client management process that includes: 1) Initial client contact and adding them to a database; 2) Setting up a meeting to analyze client needs and present a proposal; 3) If the client accepts the proposal, a letter of agreement, contract and invoice are delivered and the project begins with design meetings and establishing timelines; 4) The client signs off when the design is accepted and the job is completed with a report and invoice provided; 5) Once the invoice is paid the site goes live and the client receives a thank you letter and CD with the final product.

1. Client Management Process
COMPLETED
Client contact
Add client to database
Letter confirming appointment time
Meeting with client - needs analysis
Letter - thanks for your time. Confirm proposal completion date
Telephone prior to agreed date and set up time to go through the proposal
with the client. If longer than 2 days away, send confirmation letter
Proposal presentation. Give quote. Ask for project
Yes No
Letter of agreement, contract "Thank you for the
and invoice delivered to client opportunity" letter sent.
Contract signed, invoice paid
Receipt sent
•1st design meeting
•Give timetable
•Establish host
Client contacts as required

2. Sign off on design acceptance
Client contacts as required
•Complete job
•Take client through workings
•Give marketing and technical report
•Give invoice
Invoice paid.
Site made 'live'
Send receipt, thank you letter (assigning copyright) and burnt CD
Send thank you letter and gift to referrer
Send flowers and champagne to client on launch date
Launch of site