Onboarding Meeting

8-29-23

• Introduce the RightNow Team
• Review Deliverables
• Discuss our process
• Project Management/Points of Contact
• Workflow (Best way to accept content/copy from CMW)
• Timeline/Schedule

• Jim Faulknor, Account Management
• Paul Walsh, Creative/Technical
• Jen O'Keefe, Senior Art Director
• Alex Vaughn, Search/SEO

Expectations/Deliverables

• New Branding

Revise existing branding/identity with more visual clarity to accommodate multiple applications and offer flexibility.

We will provide several design scenarios and sample applications(BCs/Letter Head etc.) for client review

Expectations/Deliverables

• New Web Site

Redesign new CMW.NYC and integrate new branding.
We will initially present 3 designs to the client that reflect a contemporary and polished feel while offering a functional user experience in both desktop and mobile resolutions.

Upon approval of the final design, we will build/code in the Wordpress platform. We will work with CMW to develop a site map based on their content/copy.

All development will be on a staging server so as not to impact your current live site and will be accessable only via provided link. Upon completion of build we will work with CMW to transfer the domain to our hosting provider FlyWheel.

Expectations/Deliverables

• Tri-Fold Brochure

Design a 4/color trifold brochure that incorporates new CMW branding and messaging. Format is 8 1/2 x 11 folded to panels.

All content/copy will be provided by CMW. We will initially present design concepts in JPEG format for review and upon approval begin production. Printing of brochure will be a recommended 3rd party online printing vendor and pricing TBD based on quantity etc.

Expectations/Deliverables

• Tri-Fold Brochure

Expectations/Deliverables

• Corporate Presentation Folder

Design a 4/color folder that incorporates new CMW branding and messaging. The format is 9x12 to accommodate
8 1/2 x 11 assets. 

All content/copy will be provided by CMW. We will initially present design concepts in JPEG format for review and upon approval begin production. Printing of folder will be a recommended 3rd party online printing vendor and pricing TBD
based on quantity etc.

Expectations/Deliverables

• Corporate Presentation Folder

Expectations/Deliverables

• Email Signatures

Design email signatures for all CMW team members. These will be HTML formatted/mobile responsive and reflect the new the CMW branding. 

Expectations/Deliverables

• PowerPoint Template

We will provide a PowerPoint template incorporating new branding which can be utilized by CMW as a starting point for ongoing branded presentations.

Expectations/Deliverables

• Workflow

Generally speaking, we can accept client copy/content via an email address designated to you, so in this case, it will be "cmw@rightnow.is" and that email box gets distributed to all of our team members for follow-up.

We can also offer DropBox as a solution for larger assets

For creative/graphic presentations we will create a slide deck and share links for review as needed.

Expectations/Deliverables

• Timeline

We expect to present branding creative week of 9/4, preferably Wednesday/Thursday of that week.

Web design will follow, 3-4 weeks of development is usually a benchmark. Trifold/Folder brochures will be in production concurrently as we are aware of the October 25th transportation summit that these items will be utilized.

As CMW is providing all content/copy we will need that material as we build out these marketing assets and meet time lines.