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Process Documentation

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Process Documentation

Don't know who owns what? Look here!

Process Documentation Standards and template live here!

 

SALES + ONBOARDING

CNA Template

2016 Process Outline (close a prospect after CNA?)

PCprocessMapping (combined onboard + creative)

Contract Process and Copy - AM Pricing Schedule

Internal Documentation: Create A Client in Freshbooks

Process Documentation: Establishing Email Design Brand Standards

Internal Documentation: Adestra New Account Configuration

Onboarding/Support Email Scripts

 

TECH

Adestra Import Settings and Validation

Premier Cellar to Adestra Framework

Internal Documentation: Authentication/Deliverability

Internal Documentation: Filters

Internal Documentation: Known Bounce Resolution

Internal Documentation: Assets and unsubs for Rollover wineries

Internal Documentation:  Integration Onboard Documentation and Onboard Requirements

Client Document Training (? authored by Corben)

Internal Documentation - TER KPI Monthy List Reporting

Data Dictionary

Personalization Cheat Sheet *Conditional Content

ZArchived_CRM-AMF Integration Description

Internal Documentation: File Management Structure (Dropbox)

 

CREATIVE

Internal Documentation: Create a Product in Freshbooks/Timelog Explanation

Internal Documentation: Premier Cellar Standardized Naming Structure

Creative Process: Campaign Setup

Creative Process: Campaign Data + Assets

Client Initiatives and Strategic Process Checklist

Process Documentation: Establishing Email Design Brand Standards

Internal Documentation: Account Manager Campaign Process

Internal Documentation: Sequence Creation

Internal Documentation: Form Creation

Digital Assets Keywording SOP

Process Maps for Creative 

Bottle Photography

Design

Development

Development Common Solutions

Stock Photography

Email Editor

$$$/BUSINESS / FINANCE

Internal Documentation- Monthly Invoicing Standards

Internal Documentation: Monthly Invoicing Report Documentation

Internal Documentation: Create a Product in Freshbooks/Timelog Explanation

Accounts Receivable Process

HashTags

 

HR

HR Process

Account Manager Training Plan - MASTER

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