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AUM Design & Print Request

Fill Out The Form Below

Who should we correspond with about this job? *

First

Last

Email to reach you at *

Phone Number to reach you at *

Agent's Name *

First

Last

Company Name *

Do we already have your logo on file? If not, please upload your logo below. A VECTOR file is preferred. *

Yes
No

Logo File Upload *

Drag & Drop Files, Choose Files to Upload You can upload up to 5 files.

Select: *

AUM Workbook - $275
Banners -$345 Each
(includes printing)
Private Wealth Brochure - $270
Misc. Swag - pricing varies
Pocket Folder - $250
Powerpoint Presentations - $275
Time For Your Review - $135
Direct Mail Pieces $200+
depends on size)
AUM Business
Profile Pipeline - $135
Client Profile Doc - $200
Financial Planning
Analysis Sheet - $135
Financial Buckets - $135
Financial Questionnaire -$250
Our Process - $135
Response Sheet - $175
RIA Account Profile - $135
Risk Tolerance
Questionnaire - $135
Audit Flyer - $175
Trifold Brochure - $275
Other

Should your office address(es) be listed on the print piece? *

Yes
No

Which address(es)? *

Are we printing? *

Yes
No
Would like a quote before ordering

Printing & mailing is not included in cost.

Is this a reprint (we've already designed this for you previously, but you need more printed)?

Yes. This is a reprint, no design changes (hourly rate to order $135)
No

How many do you want printed? *

How many Banners do you want? *

1
2

Would you like Standard Info or Custom Info on your Banners? *

Standard Info
Custom Info

Please provide your custom info *

How many Pocket Folders would you like? *

What kind of swag would you like? (we will send a quote) *

(pens, mugs, lanyards, tshirts, table covers, letter openers, etc.)

Time For Your Review Type *

3 Month
6 Month
Annual

Direct Mail Piece Type *

Postcard
Self Mailer
Flyer
Letters to mail
Quarterly or Bi-monthly newsletter / magazine mailed to clients
Print Calendar

I understand direct mail pieces take 7-11 days to hit mailboxes once the design is approved. *

I understand direct mail pieces take 7-11 days to hit mailboxes once the design is approved.

Who are these going to? *

Clients
Chasers/Prospects
Both

Which office address should be listed for the RETURN address on the direct mail piece? *

Address Line 1

Address Line 2

City

State

Zip Code

Info for the piece *

If for an event please include Date, Time, Location (Including Address), cut off date for registrations, capacity, etc.

Required Information: *

I supplied the Date, Time, Location (including address), Cut off date for registrations & Capacity if this information was needed for my piece.
Not Applicable - my piece is not for an event

Please Describe Your Request *

Do you have any other files to upload in relation to your request? Upload them here.

Drag & Drop Files, Choose Files to Upload

Additional Notes

Jobs go through a review process at Revolution Media—they’re designed, reviewed by two team members, and then sent for client review. I understand that I am ultimately responsible for final proofing before approval. *

Jobs go through a review process at Revolution Media—they’re designed, reviewed by two team members, and then sent for client review. I understand that I am ultimately responsible for final proofing before approval.

Compliance:

Any questions regarding compliance should be directed to Ruthann at the Revolution. *

I understand it is my responsibility to submit to compliance and then use the edits form for any changes requested. Revolution media is not responsible for compliance approval.

Billing

I acknowledge that payment is due within 30 days of receipt of the invoice. After 90 days of non-payment, a penalty of 10% interest, accrued monthly, will incur. After 180 days, Revolution Media will cease to conduct business with me and may report the debt to a collection agency. (copy) *

I acknowledge that payment is due within 30 days of receipt of the invoice. After 90 days of non-payment, a penalty of 10% interest, accrued monthly, will incur. After 180 days, Revolution Media will cease to conduct business with me and may report the debt to a collection agency.

Signature *

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Providence, RI
(512) 297-0805
Melissa@RedDesignCreates.com

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