Take Screenshot of Website (Before) Add the Using the Full Page Image Capture plugin, take a screenshot of the customer’s old website. Clearly label the photo and add it to the Customer Old Website ScreenShot images folder. Confirm if Email is Hosted or Remote Hosted: Means we will take over email hosting. This is a website based … Continued
Complete Content Branding Call
Fill Out Vacation Guide Spreadsheet W/suggestions Write Vacation Guide Content From Branding Call and Post to Website Develop Autoresponder Strategy Write Autoresponders and Add to Activecampaign Proof Designed Autoresponders Create Vacation Guide Forms and Tag in Activecampaign Below is the KB article on how you create a new customer account – see step 5 for … Continued
Create Design Brief & Design Mockup After Kickoff Call CS/CSM meet briefly to discuss/create design brief. Once CS/CSM approve the design brief post for Designer in Jira by Day 2. Designer will create mockup & deliver to CS/CSM by Day 4. Dev Team Lead will review mockup to ensure it doesn’t have any customer work … Continued
Update Email Project Management Sheet With Customer Information Add customer name Add CSM Add Content Creator In the notes, add number of emails they receive a month. The sheet to update is linked here. Set Up Activecampaign Account, Onboard New Customer, and complete eblast template Below is the KB article on how you create a new … Continued
Debrief after kickoff call Generally, how did the call go? Any potential concerns with the customer? Any positive notes with the customer? Add any comments to this task Send Thank You Email Send Thank You Email After Call following up on items discussed and next steps. Schedule any agreed upon meetings. Add Account … Continued
Add Social Media Pages to Follow Add All Necessary Admins on Facebook Allison Content Creator Q4launch Business account Ricardo Sarah To find out emails for users check this FB email list Setup Facebook Ad/Sponsored Story ($1/day budget) Setup & verify Pinterest (if applicable) CSM to close out if not doing pinterest. If we are doing pinterest, reassign … Continued
Review Customer Info and Agreement Review the customer agreement for exact deliverables and any special tasks agreed upon for this project. You will need to update your project management sheet based on the deliverables and may need to add additional tasks and/or notes outside of “normal package scope.” Add Customer to Method Go into Method … Continued
Here are the steps how to label printers on your Windows that you have access to so you don’t confuse which printer you are sending docs to. This does not apply to Mac computers. Note: This will only change the name on your personal Windows. Step 1: Search for “Printers & Scanners” on your … Continued
Hey guys! I’ve been using this handy report for a while to get a sense of revenue performance by the PPC channel and it is really helpful. I like it because you can change the dates to see any time frame vs previous period (page one of report) or versus previous year (page two … Continued