Project Request Form

Hi there! If you’ve landed on this page, you’re a current client in need of our help on a project. Simply complete the form and your request will automatically be added to our project management platform (Basecamp) and we’ll begin working on it ASAP.

What Projects You Can Request Here:

This form is to be used exclusively for brand-new projects for which you need marketing assistance. If you are checking in on a current marketing campaign or other initiative already outlined in your marketing plan, please contact your Client Marketing Manager for a status update.

Contact Name

First Name

Last Name

Credit Union

Project Requesting

A short description of your request.

Today's Date

YYYY

Priority

Use the drop-down to indicate the urgency of your request. If you have a specific due date, please include it in the details area below. • Critical: Needed within the same business day or less (if submitted before 3:00 p.m. EST) • High: Needed within the next 2 business days. • Normal: Needed within the next 5 business days. • Low: Needed within the next 2 weeks.

Details

Please describe your project needs and provide ALL details here that would be needed to complete it. If you need this by a specific date, please indicate that here.

Collateral Needs

If this project has collateral needs, please list all of the pieces you will need to complete this project. For example, do you need a one-page brochure? A batch of 10 banner ads? A logo for print, just for the web, or for both? Be sure to include the file formats you need (i.e., JPG, PNG, PSD), size information (i.e., 300×250 pixels), and any other important details needed to deliver the right assets.

Project Request Form

What Projects You Can Request Here:

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