We need a detailed step-by-step overview of the booking through payment sequence, and on to collections and legal options. Ideally these would come with downloadable, editable, standardized sample documents. I propose a structure something like this.

1. Booking

   1a. Holds, buying time, etc.

2. Deal Memo/Booking confirmation to client.

   2a. Sample Deal Memos (as per the current active homepage discussion)

3. Deal Memo/Booking confirmation from client.

4. Contract to client.

   4a. Sample Boilerplate Contracts.

5. Contract from client.

6. Budget (if necessary).

   6a. Sample Budget Templates.
   

7. Production Calendar (if necessary).

   7a. Sample Calendars.
   

8. Project management.

   8a. This is sort of a broad topic, but in general it would be pointers for how not to get taken advantage of while on the job.
   

9. Invoicing.

   9a. Sample Invoices.
   

10. Collections.

   10a. Sample Collection Letters
   

11. Legal Action.

   11a.Your legal rights, public legal resources, etc.
Last day site visits and views
booking_through_payment_and_collections_overview.txt · Last modified: 2010/03/20 11:11 by arlansmith
/html>