Workflow example · graphic-design
Workflow Example: Sales Call to Graphic Design Proposal
A graphic designer takes a 35-minute scoping call with a food brand launching a new line of granola bars. The call covers packaging design for three SKUs, print specifications, revision rounds, and a fixed project fee. This workflow example traces how every agreed term moves from the conversation into a proposal, contract clause, and payment milestones without re-entry.
Call to proposal: the full trace
[05:10] Client: "We are launching three flavours. Each one needs its own packaging but they all need to look like they belong to the same family." [05:22] Designer: "So three SKUs, one design system. I would start with the brand direction for the line, then design the hero SKU first and extend it to the other two. That way you approve the system once rather than three separate designs." [06:00] Client: "Makes sense. What are the deliverables exactly?" [06:03] Designer: "You get the brand direction board, then the hero packaging design with front panel, back panel, and side panels. Once approved, I adapt it for the other two flavours. Final files are print-ready PDFs with bleed marks, plus the source files. I also include two rounds of revisions per SKU." [07:15] Client: "Timeline?" [07:17] Designer: "Six weeks total. Two weeks for the brand direction and hero design, two weeks for the flavour adaptations, and two weeks as buffer for revisions and print proofing." [08:30] Client: "And cost?" [08:32] Designer: "CHF 6,800 for the full project. I split it into three payments: CHF 2,720 upfront, CHF 2,720 after the hero design approval, and CHF 1,360 on final file delivery." [09:00] Client: "What if we need a fourth flavour later?" [09:03] Designer: "Each additional SKU after the initial three is CHF 1,400. Same deliverables, same revision rounds."
| Term | Value | Evidence |
|---|---|---|
| SKUs | 3 flavours · one design system | "three flavours ... look like they belong to the same family" [05:10] |
| Design approach | Hero SKU first, then extend to remaining two | "design the hero SKU first and extend it to the other two" [05:22] |
| Deliverables | Brand direction board, packaging design (front, back, side panels) x3, print-ready PDFs, source files | "brand direction board ... front panel, back panel, and side panels ... print-ready PDFs with bleed marks, plus the source files" [06:03] |
| Revisions | 2 rounds per SKU | "two rounds of revisions per SKU" [06:03] |
| Timeline | 6 weeks · 2 brand + hero, 2 adaptations, 2 buffer | "Six weeks total. Two weeks for the brand direction and hero design, two weeks for the flavour adaptations, and two weeks as buffer" [07:17] |
| Project fee | CHF 6,800 | "CHF 6,800 for the full project" [08:32] |
| Payment split | 40% upfront · 40% hero approval · 20% final delivery | "CHF 2,720 upfront, CHF 2,720 after the hero design approval, and CHF 1,360 on final file delivery" [08:32] |
| Additional SKU rate | CHF 1,400 per additional flavour | "Each additional SKU after the initial three is CHF 1,400" [09:03] |
Phase 1: Brand Direction + Hero SKU Design · CHF 2,720 Phase 2: Flavour Adaptations (2 SKUs) · CHF 2,720 Phase 3: Revisions + Final File Delivery · CHF 1,360 Total: CHF 6,800 Additional SKUs: CHF 1,400 each
The Designer shall create packaging designs for three product SKUs under a unified design system for the Client's granola bar line. Deliverables comprise a brand direction board, packaging design (front, back, and side panels) for each SKU, print-ready PDF files with bleed marks, and editable source files. Two rounds of revisions are included per SKU. The total project fee is CHF 6,800. Additional SKUs beyond the initial three are available at CHF 1,400 each under the same deliverable and revision terms.
Milestone 1: CHF 2,720 (40%) due upon contract signing. Milestone 2: CHF 2,720 (40%) due upon client approval of the hero SKU design. Milestone 3: CHF 1,360 (20%) due upon delivery of final print-ready files. Payment is collected through the client review link after each milestone sign-off.
How does the transcript become a proposal?
The designer imports the call recording from their meeting tool. The AI reads the transcript and extracts every commercial term: SKU count, design approach, deliverables, revision rounds, timeline, project fee, payment split, and additional SKU pricing. Each term carries a timestamp reference. The proposal is assembled from these terms, with milestone amounts calculated from the agreed percentages. The designer reviews, adjusts any details, and sends.
- The hero-first design approach is captured as the project structure.
- Milestone payments are calculated from the agreed 40/40/20 split.
- The additional SKU rate is included as a separate line item automatically.
What does the client see?
The client receives one link. The page shows the project scope, deliverables per SKU, revision policy, timeline, and payment milestones. If the client wants to add a fourth SKU upfront or reduce revision rounds, they request changes inline. After approval, the page moves to electronic signature. After signing, the first milestone payment is collected.
- One link for review, changes, signature, and payment.
- Deliverables are listed per SKU so there is no ambiguity about what is included.
- The additional SKU rate is visible in case the client wants to add flavours later.
How are revision rounds tracked?
The proposal specifies two revision rounds per SKU. Each round is a defined feedback cycle: the client provides consolidated feedback, the designer implements it, and that counts as one round. If the client needs additional rounds beyond the two included, the designer can quote those separately. The revision policy is stated in the proposal so both sides have the same expectation before work begins.
- A revision round is defined as one consolidated feedback cycle per SKU.
- Additional rounds beyond the included two are quoted separately.
- The contract clause references the revision terms from the proposal.
FAQ
Does the proposal include print production or just the design files?
The proposal covers design only. Final deliverables are print-ready PDFs with bleed marks and source files. Print production, proofing, and manufacturing are handled by the client's printer. The designer can coordinate with the printer during the buffer phase if needed.
What if the client wants to change the design direction after the hero SKU is approved?
A direction change after hero approval is outside the original scope. The designer would issue a change order with updated timeline and cost. The change order links to the original proposal so both sides see what changed and why.
Can the designer add illustration or photography to the same proposal?
Yes. If the call covered illustration or photography that the extraction missed, the designer adds it as a separate line item in the editor. Additional services are scoped and priced independently from the packaging design fee.
Try it with one real call
Use one call recording or transcript. See extracted terms traced back to the conversation, with the proposal ready to review and send.
Start with one call