KERFBY KINETIC CARVING
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Practice & BusinessModule 3.6~4 min read

Customer Communication & Proofing

The technical side of laser engraving is 60% of the work. The customer side — managing expectations, design proofs, deposits, revisions, and timeline communication — is the other 40%. Skip it and your margin disappears in re-do work and refund disputes.

The intake conversation

Run through this before quoting:

  1. Item type, material, exact alloy if possible.
  2. Surface condition, brushed, mirror, scratched, coated, painted.
  3. Quantity. One-off, batch, or recurring?
  4. Design source, customer providing artwork? Vector or raster? Final size in mm/inches?
  5. Engrave location & size, get a photo with measurements if remote.
  6. Finish style, black mark, color, deep engrave, surface mark?
  7. Deadline, when do they NEED it? Build buffer for revisions.
  8. Customer-supplied or shop-supplied? Damage liability.
  9. Approval workflow, virtual proof? In-person sign-off? Number of revisions included?
  10. Payment terms, 50% deposit on customer-supplied items is standard. 100% on shop-supplied.

The proofing process

Always send a digital proof BEFORE engraving. Steps:

  1. Mock up the design at the actual size and orientation in Lightburn.
  2. Screenshot the design over a photo of the part (or a mockup).
  3. Email to the customer with explicit text: "Please review this proof carefully. Once approved, we begin engraving, changes after that incur a re-engraving fee."
  4. Customer responds with "approved" or specific revisions.
  5. Save the approved proof email + image with the project files.

Revision policy: caps that protect margin

Free unlimited revisions are how shops lose money. Cap revisions in writing:

  • Standard: 2 revision rounds included.
  • Additional revisions: $X each (typically $20-50).
  • "Round" = a batch of all changes in a single email, not one change per round.
  • Major redesigns (changing the entire design concept) = new quote, not a revision.
  • Document this policy on your website / quote template / email signature.

Deposit policy

  • 50% deposit on customer-supplied items: covers your time if they back out.
  • 100% prepayment on shop-supplied items: protects against material cost.
  • Deposits non-refundable after artwork approval, your design / setup time has been spent.
  • Final payment due before the customer takes the item.
  • Document on every quote.

Standard expectation-setting language

Phrases to use in proofs / quotes:

  • "Engraving is permanent and cannot be removed without abrasion / refinishing."
  • "Color and tone variation across alloy lots is normal and not grounds for rework."
  • "Customer-supplied items are engraved at customer's risk. Shop assumes no liability for material defects, hidden cracks, or coating failures revealed during engraving."
  • "Lead time begins when artwork is approved, deposit is received, and materials are in shop."
  • "Engraving on metal involves heat-affected discoloration around the engraved area. This is normal and not a defect."

Email templates

Quote template

Subject: Engraving quote for [project name]

"Thanks for reaching out. Based on what you described:

  • Item: [material + dimensions]
  • Engrave: [description + size]
  • Quantity: [qty]
  • Total: $[price]
  • Deposit: $[amount] (50% / 100%)
  • Lead time: [X business days] from artwork approval + deposit + materials in shop.

Includes 2 revision rounds. Additional revisions: $X each.

Engraving is permanent. Color / tonal variation across alloy lots is possible and not grounds for rework.

Reply with approval to proceed."

Proof template

Subject: Proof for your review, [project name]

"Attached is the digital proof for your engraving order. Please review CAREFULLY:

  • Spelling, dates, names, contact info
  • Design layout and proportions
  • Position on the part (see overlay image)
  • Font choice and style

Reply with 'approved' to proceed, or list specific changes for revision. Once approved, engraving begins. Changes after approval incur a re-engraving fee."

Completion / pickup template

Subject: Your engraving is ready

"Your order is complete and ready for pickup / shipping. Final payment of $X due before release. Tracking will be provided when shipped."

Photo of finished work attached for reference.

Difficult-customer playbook

  • "That's not what I wanted": show approved proof. Quote re-engrave fee. Stay professional.
  • "Can you do it cheaper?": explain pricing. If the customer is bottom-of-the-barrel, refer them to Etsy. Don't compete on price.
  • "I need it tomorrow": rush fees apply (50-100% surcharge). Or refer them elsewhere.
  • "You damaged my part": reference your liability disclaimer. Photograph EVERY customer item BEFORE engraving (covers pre-existing damage).
  • "It's just a sticker, can you peel it off?": education moment. "Engraving is permanent. We can re-engrave on a new piece for a fee."
  • "Discount for friends": set clear policy. Friends get standard pricing; family gets 25% off lifetime; everyone else is full price.

Photographing finished work

Always photograph completed pieces before customer pickup:

  • Daylight LED or natural diffused light.
  • Black or matte gray backdrop (eliminates reflections).
  • Multiple angles, top, 45°, side.
  • Macro shot of the engraved detail.
  • File these in your portfolio + send to customer.
  • With customer permission, use for marketing.
The single best customer-management practice
Document the proofing email AS the contract. When proof is approved with explicit "approved" reply, that email is the legal record. Print or archive. 99% of disputes evaporate when you can show the approved proof.