Workflow Checklist

This checklist describes how we will work together to complete your direct mail or fulfillment project. Feel free to contact us if you have any additional questions.

Step One: Do you have a mailing list? Yes or No

Yes: E-mail, FTP or mail it on disk, tape, CD, zip disk via USPS. We can work with almost any format including Excel, Dbase, Paradox, FoxPro, Access, and many others. Go to Step Two.

No: Please complete our Mailing List Count/Quote Request Form after you complete this checklist. Within 24 hours you will have a count of prospects who meet your criteria as well as a price for the list. Go to Step Two.

Step Two: Have you printed your mail piece(s)? Yes or No

Yes: Continue to Step Three.

No: Ask us for an estimate for printing costs by completing our Printing Services Quote Request Form after you complete this checklist. Within 24 hours you will have an estimate of printing costs for your direct mail project. We can accept your artwork via the electronic media that best suits your needs: E-mail, FTP or mail it on disk, tape, CD, zip disk via USPS. Go to Step Three.

Step Three: Have you shipped your mail piece(s) to us? Yes or No

Yes: Continue to Step Four.

No: If your mailers are being printed elsewhere, they will need to be shipped to us. Normally, this means having your printer ship directly to our shipping location. If you are located in the Milwaukee metro area, we can also arrange for pick up. Go to Step Four.

Note: We can usually process all jobs of 100,000 pieces or less within 48 hours, and up to 500,000 pieces within 72 hours. Please call us for turnaround times on larger jobs.

Step Four: Have you received an estimate for mailing services? Yes or No

Yes: Continue to Step Five.

No: To receive an estimate for your mailing, complete our Mailing Services Quote Request Form online, or print it out and fax or mail it to us, after you complete this checklist. Don't hesitate to contact Client Services to speak with a project coordinator about your project. Go to Step Five.

Step Five: Does Proven Direct have your address list? Yes or No

Yes: Continue to Step Six.

No: We will process your address list on our computers. This will CASS Certify and presort your list, making it eligible for the lowest postage rates. At this point, we can provide you with an exact postage amount. We will need to collect this amount prior to delivering your mailing to the Post Office (unless you are using your own permit, in which case you should deposit adequate funds in your permit account prior to mailing). Go to Step Six.

Step Six: Is your project being mailed by the USPS? Yes or No

Yes: When your mailing is delivered to the Post Office we will fax you a copy of postal report 3602 showing the exact postage amount as well as number of pieces mailed. We will also give the Post Office a copy of the 3602 which they will date stamp and return to you as verification that the mailing was processed. All fees for services are invoiced with net 30-day terms. Go to Step Seven.

No: Continue to Step Seven.

Step Seven: Have you completed a Credit Application for Proven Direct? Yes or No

Yes: Thank you for completing the Workflow Checklist! Back to top.

No: Before we begin work for a client we need a completed Credit Application. We accept Visa & Mastercard. Please see our Privacy Statement for credit card transactions. You are now finished with the Workflow Checklist. Back to top.