Enter CLIENT'S NAME HERE	Date Completed	Responsible Party
Order Specs:
Scan Agreements & Paperwork (Yes/No)
NOTE: MUST CONFIRM SCANNED IN CORRECTLY!!!! (Yes/No)
ACCOUNTING
If new client, assign account number [type in account number]
Account set to active?
Enter Downpayment?
Post Receipt
Entering First Month's and Recurring RECEIVABLE
Designing Your Mailer document sent to Client?
CONTACT MANAGER
Enter account number in "Account Number" field
Enter "Y" in "current client" field
Enter "Unit price" in unit price field
Enter credit card info (number, exp, cvv, address, zip)
TARGET MAILING
Copy all reports and maps from PROSPECT FOLDER to CLIENT FOLDER
If Client is to receive Enhanced Analytics, order Data from Advo
Submit TO INFO-MATICS
Receive FROM INFO-MATICS
Enter Target & Schedule into MASTER SCHEDULE
Create Analysis of Response Sub Folder, then copy and save Analysis of Response TEMPLATE
DESIGN
Design Form Received From Client [Enter DATE]
Instructions forwarded to Designer For PROOF:
PROOF Received and Forwarded To Client:
PROOF APPROVAL RECEIVED FROM CLIENT
PLACE ORDER WITH LETTER SHOP
Instructions Forwarded to Designer for Design PROOF
Request Target Mailing Map
Confirm and enter Commencement and Follow Up MAILING DATES In MASTER SCHEDULE
Along with Copy For Proof, then forward, Target & Schedule
Set Date by which to receive PROOF and Map
Release To Printer
Design Proof received and Forwarded To Client For Approval or MINOR Changes:
Approval (or w/Changes) received from Client and Forwarded To Vendor:
WELCOME PACKET PREP
Date Samples Received From Vendor:
Welcome Packet To Include:
Target Mailing Map (Confirm Receipt from LETTER SHOP)
Samples
Verbiage (see Client Correspondece/AAAPreparing The Office & Staff)
--USE APPROPRIATE COVER LETTER VERBIAGE
--Call Handling Script…
--The Human Side…
--Lead Tracking.xls (excel worksheet)
Mailing Schedule
MAP Illustrating MAILING GROUPS
CLIENT SERVICE
Schedule Test Calls
Perform Test Calls	Date	Status
Communicate results of test calls
Schedule Quarterly Consultations (to be done By DB on VIR's CALENDAR (recurrence, every three months, no end date) NOTE: if earlier appt. scheduled e.g. by Client calling first, may need to cancel next occurrence)
PRINTING
Client Commitment
Date Ordered	Remaining Commitment
	#REF!
	#REF!
	#REF!
	#REF!
	#REF!
	#REF!
	#REF!