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ONBOARDING PROCEDURE, 50% Invoice Paid - Work can start, Weekly Status…
ONBOARDING PROCEDURE
Proposal Accepted
AM determined and connects with the client
Adminstration Phase commences
SLA
How to SLA
Activation Invoice
How to set up invoices
Server folders set up
How to doc
Internal Kick off meeting if needed
Project Plan
Resource check for timings
How to prebook resources
How to contact resource
How to make a Project Plan
Method to send to client
External Kick off meeting with the client
Credit Card details if needed
Onboarding Questionaire?
Accesses to accounts
Account set up
Client Outline Document filled in
How to
Documents to be rolled out
Performance Report
Procedure of sending one out
Accountment How to - Ongoing processes
Activation list per project type - TEMPLATE
Projects
Brand identity
Stylescape or not
Website development
Eccommerce
Normal Website
Landing pages
Paid Campaigns
Set up from scratch
Takeover and clean up
Ongoing retainer refreshes
First time asset creation
Organic content creation
Coordinating with a SM manager/Freelancer
Longer format content
Wireframes
Logo design
First introduction mail template
50% Invoice Paid - Work can start
Comprehensive briefs written and submitted to ASANA
Verbal briefing session scheduled
Resource books work on ASANA
Studio Implements
AM Reviews
Creative Director Approves
Send to client
Client changes or approval
Approval
Work marked off as complete on ASANA
2 more items...
Sign off forms
1 more item...
Implementation process including reverts and reviews for each product
How to brief effectively
Client to sign off briefing or create brief
Account Growth - Extension of scope
Quoting on new work
Client retension
Recons
How to measure growth
Future planning - 3/6/9/12 Months
Internal health check
External health check
Relationship check
Objective check
Performance review
Retainers vs Projects
Weekly Status Report
How to create the status report
Freelancer
How to engage with freelancers
NDA Set up
Contract - Set up
Briefing a freelancer
Status Meetings
How to conduct a status meeting
Client engagement
Pre -Onboarding questionaire sent
Meeting
Proposal
Document Creation
Set up a template
Costing
Set up templates
How to cost manual
Non Converting cleints
Sent a survey after x amount of months
Survey document
Project Plan Timings
How to use
Questionnaire
Things to consider: Resources/ Costing/
Process
Document needed
Document already exists - Needs review
To be expanded upon
Completed documents