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Client Juan, Revision should take 2 days - Coggle Diagram
Client Juan
Paid
client will fill up the 1st TYPEFORM
Name, address, phone, logo, website link, brand colors, brand fonts, brand tone, audience, competitor, headshot, social media accounts
Information will drop to the
New Ubiquitous Applications
spreadsheet
Automatic welcome email with the 1st Typeform to fill up
Welcome email from
Anna and Harlem
(SM's) with zoom call link.
The SM's should check the following as well (see below)
1. If the client filled up the Typeform
- SM will create a specific folder inside the gdrive and board at Monday.com for Juan (client), then collect the information from the "New Ubiquitous Applications" spreadsheet and check what is still the missing assets that Juan (client) should submit.
Usual missing assets:
a. logo variations
b. More images of Juan
c. Music for the videos
2. If the client did not fill the Typeform
- SM will still create a specific gdrive folder and board at Monday.com for Juan (clilent), then welcome the client and remind Juan (client) to fill up the Typeform
No response - follow up (every 2 days)
Responded
Recheck if Juan (client) completed the assets, then ask for the
Talking point videos
(it should be 4) and
fill up the 2nd Typeform
for the descriptions of the videos
2nd Typeform informations include the ff:
Header or title of the video
Description or caption of the video
Quote
Poll
You can see these information in the
"Ubiquitous Talking Point Submissions"
spreadsheet
Assets complete and Talking points videos + description complete
Template creation
- The SM will advice the creative team (Neo, Krystal, Veronica, Sheila) to create template for Juan (client)
Time frame of template creation is 2 days. What SM will say to the client, 2-4 days
Submission of templates for review and approval
SM will check for feedback and relay the message to the creative team
1 more item...
SM will acknowledge receiving the feedback
1 more item...
Templates include:
Quote
Poll
Audiogram / Wave video
Video (with header, subtitle and outro)
Process for Video Template creation:
Neo will edit the video
Neo will feed the edited video to Descript for Proofreading
Sarah will Proofread the video
after proofreading Sheila will create the long blog post
Neo will edit the subtitles of the video while Sheila create the audiograms
Sara will proofread the blog and recheck the subtitles and video of Neo
1 more item...
Process for Image template creation:
Veron will create 3-4 designs for the quote, polls and image for the audiogram
1 more item...
Juan (client) settled a schedule for the
onboarding call
Anna / Harlem (SM) will assist the client with their questions and concerns
During the call Sheila will join the call to do the logging in to the client's social media accounts
Once SM has succesfully logged in to Juan's (client) Social Media accounts, Sheila will connect the accounts to Postcron and Storrito.
Sheila should also check if Instagram is connected to the client's Facebook page because we use Facebook's creator studio on scheduling contents for Instagram
Revision should take 2 days