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Onboarding new corporate clients — our 7-step process

Process documentation — merch.am

Step 1: Initial discovery call (30-45 min, free) — understand client business, brand, target audience, budget, pain points. Step 2: Capability presentation (60 min) — show our printing methods, sample portfolio, certifications, references. Step 3: Brief intake (templated form) — formal capture of project parameters. Step 4: Sourcing + design proposal (5-10 days) — we propose 2-3 SKU options with pricing tiers. Step 5: Strike-off + pricing finalization (5-7 days). Step 6: Contract signing + deposit. Step 7: Production kickoff with weekly status calls. Total time: brief to contract typically 15-25 working days. Onboarding fee: zero — we invest in long-term relationships.