Print Job Specs Intake

Turns a customer's request, however messy, into one clear job specs sheet the press, finishing, and front counter can all work from.

Print shopEvents and Creative✓ Checkedv1.0

Before and after

BEFORE · what the owner typed

Got a call from Cheryl Scott at Crestdale Bakery, she's at 497 Claydale St in Marshbury. Her number is 216-555-0186. She wants menus, I think 200 of them, tri-fold, on heavy paper, color both sides. Also wants 500 business cards for her and her manager Christian Silva, same card for both just different names and numbers. His number is 216-555-0187. She said she has the menu file from her nephew but didn't say what program. Cards need design from us. She needs everything by the 14th for a grand opening. She'll pick up. We quoted $412 for the menus last week. No price on cards yet. She mentioned the bakery logo has to be the exact same pink as her sign. Claude Strong is doing the counter tomorrow and will take the order.

AFTER · what the skill produced

JOB SPECS SHEET

Customer

Name: Cheryl Scott
Business: Crestdale Bakery, 497 Claydale St, Marshbury
Phone: 216-555-0186
Email: Missing
Pickup or delivery: Pickup (Confirmed)
Needed by: the 14th, for the customer's grand opening (customer's date, not a shop promise)
Order taken by: Claude Strong at the counter

Item 1: Menus

Product: Tri-fold menu (Confirmed)
Quantity: Missing (customer said "I think 200", needs to confirm)
Finished size: Missing
Paper: "Heavy paper" (Missing: exact stock and weight)
Colors: Full color (Confirmed)
Sides: Both sides (Confirmed)
Finishing: Tri-fold (Confirmed). Any other finishing: Missing
Artwork: Customer has a file from her nephew, program and file type unknown (Missing)
Quote given: $412 (from the owner)
Proof approval: Missing

Item 2: Business cards

Product: Business cards, same layout for two people (Confirmed)
Quantity: 500 (Confirmed). Missing: whether that is 500 total or 500 for each person
Names on cards: Cheryl Scott and Christian Silva (Confirmed)
Phone for Christian Silva: 216-555-0187 (Confirmed)
Titles, email, and address to print: Missing
Size, paper, colors, sides, finishing: Missing
Artwork: Design help needed from the shop (Confirmed)
Quote given: None yet
Proof approval: Missing

Notes that may affect price or schedule

Card design work is needed, which may add design time and cost.
The customer wants the logo pink to exactly match her sign. Flag for the owner before promising any color match.
The menu file's source is unknown, so it may need checking or fixes before it can print.
The customer's deadline is the 14th for both items.

Next steps

Call Cheryl Scott at 216-555-0186 with the questions below.
Get and check the menu file.
Price the business cards and design time once specs are in.
Send proofs and get approval before anything goes to press.

Questions for the customer

What finished size do you want for the menu, and which paper do you prefer?
Is the menu quantity 200 for sure?
What program or file type is the menu file? Can you send it to us?
Are the 500 cards a total, or 500 for each of you?
What titles, email, and address should go on the cards, and do you have a size, paper, and finish in mind?
Do you have the pink color name or a printed sample from your sign for us to compare?
What is the best email for sending proofs, and who will approve them?

Questions for the owner

Should the 500-card quantity be priced as a total or per person until Cheryl answers?
How do you want to handle the exact pink match request?
What is the design fee for the business cards?
Can the shop meet the 14th for both items?

What it does

Turns a customer's request, however messy, into one clear job specs sheet the press, finishing, and front counter can all work from. It also lists exactly what is still missing so nothing gets printed on a guess.

Use it when: Use when a print shop needs to turn a customer's request, phone notes, email, or messy job description into a complete job specs sheet, such as "write up this job," "get the specs for this order," or "what do we still need from the customer."