The customer likes the current logo that they have used for several years but they definitely want a new look and higher standard of marketing materials. The overall set up should be very clean (lots of white space) bold colors that match the logo and tagline. Eliminate all clutter. Simplicity is the best way to go for this client.
I also have another job out there for business cards, letterhead, email signature block, and folder design. All the templates need to have the same design to include this one which is a tri-fold and powerpoint template. Not sure how this will be done since it may be two different designers working on it. Hopefully, I will get the same designer working on both projects.
Also, if I need to upload text for the tri-fold I will but I think you will be sending to me the template where I can insert the text when the template is done. Not sure how this works -- please advise.