Bring a useful brief to the conversation
Describe the product, quantity, intended use and required handoff. Bring the current artwork or explain what design work is still needed. If you have a previous job reference or a suitable material sample, use it to make the discussion specific.
Use a blank or appropriate nonconfidential sample when demonstrating a form. You can explain its construction without exposing another person’s completed information.
Be clear about dimensions
A 3.5 by 2 inch business card and a 3.5 by 2.5 inch oversized rectangular card are different formats. The latter isn’t square. Confirm the intended finished dimensions rather than relying on a format nickname.
For flyers and brochures, distinguish a flat sheet from the size after folding. For cards, discuss stock and finish as well as the size.
Use samples to answer practical questions
- Can the intended reader use the type at the finished size?
- Does the paper feel appropriate for the way it will be handled?
- Can someone write on it if that is required?
- Does the fold, set or assembled packet work as intended?
For NCR forms, confirm parts, sets, numbering and finishing. A general paper sample won’t demonstrate the complete form workflow.
Check content, layout and the current version before approval. Ask separately about material or color expectations that a screen proof may not demonstrate.
For property-related work or an association packet, identify the editions and enclosures clearly. Keep comments together so the final file reflects one agreed set of changes.
Plan collection rather than assuming it
Confirm the address, ready time and collection arrangement. Include any packing or separation needed for onward distribution. A local conversation can simplify questions, but it doesn’t establish same-day production or an included delivery service.
At handoff, compare the order with the approved specification. Save the final artwork, material details and job reference afterward. Those records make a future visit more useful than trying to recall which paper or version was used last time.