Investor Reporting

Strategic Creative Led/ Discovery/ Strategy/ Expression/ Execution/

Discovery

Understanding client’s story, business, audience, stakeholders, challenges, plans and actions.

Process template download
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1. Briefing & Set-up

AD (and/or strategist for new clients) takes the initial brief from the client and prepares indicative quote (RFP response) and high-level timeline, agreeing hours required with Strategist, Artwork and Lead Designer.

  • Ask if it’s a digital-first approach at this stage, as this will impact budget.

  • Expect the price to be about 5-10% higher if digital-first.

AD provides indicative quote to client.

When quote accepted, hours and timings are set up in JobBag for the Discovery phase.

Tools

High-Level & Fixed-Price Pricing Guide

Integrated Report Brief

Budget summary spreed sheet

Integrated reporting content flow chart

Gantt chart pdf example

Excel export of Gantt chart

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Discovery Step 2 of 3