Please enable JavaScript.
Coggle requires JavaScript to display documents.
Customer Journey/Experience (ACCOUNT MANAGER (Kick Off Call, Check in…
Customer Journey/Experience
ACCOUNT MANAGER
Kick Off Call
Check in After Creative Call & Call with Melanie
Check in After each mile stone (logo BW, Color, BC, etc.)
Check in after first brochure goes out
Check in on halfway point of the campaign
Check in at the end of the campaign
After deliverable are complete sends survey/asks for review
Checks on Physical Product Delivery
AUTOMATED REMINDERS/EMAILS
Weekly Call Trak Reports
Release Reminders
Call Trak Ending Reminders
PHYSICAL PRODUCT
quality of product itself
box it comes in
Notice of product shipping
Tracking # sent
Sales Rep
Emails/Call/Meets Client
Discovery survey
Proposal
Viability
Sign-off meeting
Project Manger
Kick Off Call
Timeline Given
Constant correspondence on status of design/what we need from client
Sends notice of any adjustments on the timeline
Sends Reports of Status of Deliverables
Sends Release Schedule