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Relationship process - Coggle Diagram

- - - - Estimate Time+Resources; Make the calendar+timeline
        
        Conduct Project Steps
        
        Adjust timeline and resources/Internal team assigned. Do I need help for this?
        
        either hire someone to do a lot of small tasks or work on a big one, not a mix
        
        Set weekly discord meeting/celebrate success, share pain points, outline goals, keep track of the project. / Send off video with tasks by the morning.
  - - - Estimate Time+Resources; Make the calendar+timeline
        
        Set weekly discord meeting/celebrate success, share pain points, outline goals, keep track of the project. / Send off video with tasks by the morning.
        
        Adjust timeline and resources/Internal team assigned. Do I need help for this?
        
        either hire someone to do a lot of small tasks or work on a big one, not a mix
- - - - project status is updated in Hubspot CRM
        
        Need Proposal?
        
        (Optional, can do it once contract is signed, but will have to change it if they want to shop more things other than initial brief) 3.1 Client meeting and Briefing with CORE Work Session/Design Thinking (paid) (included in rates)
        
        written, saved, spell and grammar check, send to client and CC's
        
        Contract sent (Includes NDA, Copyrights, Expands upon hired services from previous CORE, Word format and print version)
        
        Receipts of delivery is confirmed, project status updated in CRM
        
        1 more item...
- - - - Start Project Tracking Software
        
        Create Drive project folders
        
        weed out irrelevant things client didn't buy, such as maybe 3D base models, style guides, etc.
        
        Project calendar
        
        Trello board (in case I have team mates, otherwise, just use Notes)
        
        Create sub discord channel for the project, (if done with team mates)
        
        Welcome aboard Email sent
        
        (Optional, welcome gift sent to client)
        
        explains basic creative process steps: rules of engagement, discovery schedule, mind map schedule, project calendar.
        
        book keeper email replies with rules of billing, upfront, milestones and %
        
        Billing framework setup
        
        Create client sheet in quickbooks/invoice software
        
        Creates and sends first invoice to client, confirms if everything looks right, don't offer VAT unless they ask for it.
        
        First payment received, project updated and started.
        
        Project starts! (50% payment)
- - - - Debrief on Notes, outline keypoints from client
        
        Mood board and Stylescaping
        
        Submit presentation: (Milestone payment 20%) - READ STEPBYSTEP RULES ON DRIVE! Use templates; - Confirm to move forward. - After positive receiving the submission, ask if they'd like a discovery session (and check if it was on budget, if it wasn't ask if they'd like to have it.) -Pitch and sell your expertise on why the design direction works! -Prioritize what we think we need together, ask approval -make sure you apply the feedback asked and ask permission to apply it, make sure there are no surprises next round, clients hate it. - Send a video outlining the process, more on the drive itself on rules to do this - Add mockups if possible
        
        (Intuitive Thinking):
        Can we re-talk about budget? no? maybe next meeting! (copypasta nr1)
        
        Resort to copypasta on this scenario nr#01
        
        Prioritize ideas for the Sketching
        
        Marvelous designer and Kitbash showcase
        
        WIP Render shots
        
        Color Comps and variations generated from pinterest albums
        
        Submit presentation:- READ STEPBYSTEP RULES ON DRIVE! (Milestone last payment 30%) - Use templates; - Gather feedback; - Confirm moving forward. - Pitch and sell your expertise on why the design direction is viable!
        -make sure you apply the feedback asked and ask permission to apply it, make sure there are no surprises next round, clients hate it.
        
        3 more items...
        
        Is there any other quick software I can buy to make this faster?
        (IE. use ZAnimal Builder for creature design, tweak settings, export a load of them, for paintover)
        
        The most efficient? 2D? 3D sketching?
        
        Alex Mandra shape blockout and digital painting
        
        Zbrush kitbash?
        
        Human Builder for Zbrush?
        
        Drash
        
        Character Creator
        
        deliver at least 3 sketches (same process as NetEase), for later refinement and later proper illustration+style guide.
        
        Design thinking+Discovery (schedule 2,5 times the time you think it'll take, it'll be good if it ends early, it'll be good if things meander.)
        
        confirm and ask permission to apply feedback, making sure there are no surprises, clients hate surprises
        
        Strategy, as well as the system of delivery I had going on, were both sins because it was presenting the idea without including them, they don’t care about my idea they care about our idea/their need.
        
        If client is at the mindnode meeting and we already trust each other, sneak in Intuitive Thinking, copy pasta nr#1
        
        what were the session takeways?
        
        Use Socratic questions, with empathy
        
        always try to end earlier than you can, nothing better than a meeting that ends early
        
        everyone participates, no judgement, we have a solution in the unconscious mind, we just have to dig it out
        
        Use 5th grade language, communicate clear. set time box, respect it.
        
        OBS Recorder, webcam setup, lighting, standard notes ready
        
        ask If client wants to participate/booked a session, save recordings or visuals to drive (Like it was done for Digital Extremes)
        
        (Intuitive Thinking):
        Can we re-talk about budget? no? maybe next meeting! (copypasta nr1)
        
        needs to be done with relevant stakeholders, to avoid a CEO who wasnt included and now wants revisions when project is done.
        
        Studies, analysis and paintovers on project, (Patrick IoT method, as if you were helping a concept art buddy with feedback)