Hands On Card Sales — The Pilot
Guide your clients through their card purchase, every step of the way.
Being the Pilot means that you are in control of every step of your
sales process. This method is a perfect fit if personal attention and
careful guidance are cornerstones of your business model.
You will create designs that are thoughtfully personalized to match your clients desires and share proofs with them through unbranded links so that they can review and approve their order. Invoicing and payment should still be handled through your normal process outside of Studio, and you will use your Projects to stay organized and submit final orders.
With this method you do not need to concern yourself with your Studio Settings as your client will only be interacting with one of the built in collaboration tools, the Share Proof tool.
Interested In More?
If you're interested in other Studio collaboration tools, visit our article about Card Sales as The Partner.The Partner
Create A Project
To begin you will go to your Projects and create a new project for your client.
Choose a Card
Once your project is made you are ready to create some card designs.
From your Project you can explore various card collections, choose a
card, and get to work. You will customize cards and save them to your Project for easy sharing later.
If youre feeling overwhelmed consider making a collection of your favorites to narrow things down.Card Collections
Design a Card
When customizing a design you will have the ability to select everything from the paper type to the font to the color to the shape. This is your opportunity to wow your client by selecting a design that compliments the images they've chosen and adding their preferred customization, so that the proof you send them is easy to fall in love with.
Save Your Card
Once you are finished personalizing your design, click Save to Project.
Once you are finished with your design you are ready to share it with your client. The proof your client will receive will show the front and back of the design you made, including all of the personal touches you added.
What Your Client See's
Below is an example of what your client will see when you send them their proof.