NORTHLINE STUDIO / INTERNAL PROCESSO
Process guide
An illustrative client-intake workflow for an established team.
Purpose and owner
Create a consistent record of an incoming project. The project coordinator maintains the checklist and records any missing information.
Collect the brief
Record the project purpose, audience, source materials, requested formats, and preferred date. Avoid collecting information the work does not require.
Confirm the requirements
Check that files are readable, identify the authorized contact, and record which decisions still need client approval.
Prepare for handoff
Create the agreed folder structure, note the next action and its owner, and confirm that the brief is ready for the team.