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SOP Flow from BD to Operations Team - Coggle Diagram
SOP Flow from BD to Operations Team
Signed Quotation
Project Brief
1st internal project brief
Intro project manager to client
(Whatsapp)
PM meet specialists
gather questions
Media Plan
Discussion to agree
Final Media Plan
(PM, Specialist & BD)
Execute
Upload & send
preview link to internal
1 more item...
Budget & Duration
Google / Meta
Objective
Lead Gen
Follower Campaign
1 more item...
Access grant
from client
Client lost access
Set up tracking
Tracking issue
Test
Create ad account
Pixel
Payment profile
Account spend limit
PM intro meeting
with client
(50% Kickoff Deck)
Email 100%
kickoff deck to client
Preparation
Content Creation (2 wks)
Audit (1 wk)
Media Plan (1 wk)
1st Delivery
Billing Instruction
"When new client onboard"