REV MEDIA GROUP

AUM Design & Print Request

Fill Out The Form Below

Who should we correspond with about this job? *

First

Last

Email to reach you at *

Phone Number to reach you at *

Agent's Name *

First

Last

Company Name *

Do we already have your logo on file? If not, please upload your logo below. A VECTOR file is preferred. *

Yes
No

Logo File Upload *

Click or drag files to this area to upload. You can upload up to 5 files.

Select: *

AUM Workbook - $275
Banners -$345 Each <br>(includes printing)
Private Wealth Brochure - $270
Misc. Swag - pricing varies
Pocket Folder - $250
Powerpoint Presentations - $275
Time For Your Review - $135
Direct Mail Pieces $200+ <br>(depends on size)
AUM Business <br>Profile Pipeline - $135
Client Profile Doc - $200
Financial Planning &<br>Analysis Sheet - $135
Financial Buckets - $135
Financial Questionnaire -$250
Our Process - $135
Response Sheet - $175
RIA Account Profile - $135
Risk Tolerance &<br>Questionnaire - $135
Audit Flyer - $175
Trifold Brochure - $275
Other

Are we printing? *

Yes
No
Would like a quote before ordering

Printing & mailing is not included in cost.

How many do you want printed? *

How many Banners do you want? *

1
2

Would you like Standard Info or Custom Info on your Banners? *

Standard Info
Custom Info

Please provide your custom info *

How many Pocket Folders would you like? *

What kind of swag would you like? (we will send a quote) *

(pens, mugs, lanyards, tshirts, table covers, letter openers, etc.)

Time For Your Review Type *

3 Month
6 Month
Annual

Direct Mail Piece Type *

Postcard
Self Mailer
Flyer
Letters to mail
Quarterly or Bi-monthly newsletter / magazine mailed to clients
Print Calendar

I understand direct mail pieces take 7-11 days to hit mailboxes once the design is approved. *

I understand direct mail pieces take 7-11 days to hit mailboxes once the design is approved.

Who are these going to? *

Clients
Chasers/Prospects
Both

Info for the piece *

If for an event please include Date, Time, Location (Including Address), cut off date for registrations, capacity, etc.

Required Information: *

I supplied the Date, Time, Location (including address), Cut off date for registrations & Capacity if this information was needed for my piece.
Not Applicable - my piece is not for an event

Please Describe Your Request *

Do you have any other files to upload in relation to your request? Upload them here.

Click or drag a file to this area to upload.

Additional Notes

Jobs go through a review process at Revolution Media—they’re designed, reviewed by two team members, and then sent for client review. I understand that I am ultimately responsible for final proofing before approval. *

Jobs go through a review process at Revolution Media—they’re designed, reviewed by two team members, and then sent for client review. I understand that I am ultimately responsible for final proofing before approval.

Billing

Should we bill the Revolution directly and use seminar credits? Please note that the Revolution pays IMMEDIATELY, so if you would like to review the invoice first, select NO. Once billing is set up this way, the Revolution will be billed EVERY TIME until you tell us otherwise. *

Yes
No

Who is your seminar coordinator? *

I acknowledge that payment is due within 30 days of receipt of the invoice. After 90 days of non-payment, a penalty of 10% interest, accrued monthly, will incur. After 180 days, Revolution Media will cease to conduct business with me and may report the debt to a collection agency. *

I acknowledge that payment is due within 30 days of receipt of the invoice. After 90 days of non-payment, a penalty of 10% interest, accrued monthly, will incur. After 180 days, Revolution Media will cease to conduct business with me and may report the debt to a collection agency.

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Contact

Providence, RI
(512) 297-0805
info@revolutionmediallc.com

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