Account Services

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Account Services by Mind Map: Account Services

1. Workfront

1.1. Putting in Details, Updates & Documents

1.2. Adding & Moving Tickets

1.3. Moving Dates

1.4. Creating Project from Scratch

1.5. Reports/Dashboards to Save & Check Regularly

1.6. How to Use Request Queue

2. Proof HQ

2.1. Adding Clients to Existing Proof

2.2. Using the Toolbar to Leave Comments

2.3. Cleaning Up Proof & Putting in for Changes

2.4. Creating New Proof from Scratch (Mostly Web)

3. Inside Sales

3.1. Documents to Reference

3.2. Walk Through Process & Examples

4. Campaigns

4.1. Campaign Briefs and How to Add them to a WF Project

4.2. How to Monitor a Campaign to Keep it Moving

4.3. How to Manage a Campaign with the Team

4.4. MILESTONE: Successfully Pitching Campaign

4.5. MILESTONE: Successfully Executing a Campaign from Ideation to Completion

4.6. Taking an Approved Campaign Brief and Inputting into WF Project

5. Meetings

5.1. Client Binders

5.2. Agendas

5.3. Note taking tips

5.4. Inputting notes into WF

5.5. First 60 Days - Rachel Must Attend EVERY Meeting - then Re-Evaluate

5.6. MILESTONE: Being Able to Identify Problems as Opportunities

6. Reports

6.1. Cycle 1 - Rachel Walks Through Each Report with the AM

6.2. Cycle 2 - AM Presents Report to Rachel as if She's the Client

6.3. Understanding How to Pull out Action Items and Importance of Getting them in WF ASAP

6.4. MILESTONE: Understanding Everything in a Report - What We're Doing, Why, and How Everything Connects and Being Able to Present it to a Client Confidently and Without Rachel's Help

7. Foundational Frameworks

7.1. Strategy Deep Dive

7.2. Storybrand

7.3. Brand Bible

7.4. Journey Map

7.5. Sales Funnel

8. Email

8.1. First 90 Days- Rachel cc'd on EVERY email. Then Re-Evaluate

8.2. Email Turn Around Time

9. General Onboarding

9.1. Specialists/Team Members

9.2. PTO & Benefits

9.3. How to Access Server (at Office & Remote)

9.4. Parking, Keys & Door Codes

9.5. OTM Goals, Vision & Values

10. Creative Components

10.1. Outlining Content for Collateral

10.2. Reviewing Creative Proofs

11. Marketing Tools & Processes

11.1. OTM Hub

11.2. Card on File

11.3. Setting Up Hosting

11.4. Ordering Print Materials