Category: Account/Client Management

Purpose: Explain when to bring in senior team members to help with a client.

Purpose: This process is designed to align our work with client expectations, improve our output and build trust

Purpose: Provide team with job briefing process, forms and links

Purpose: This process is designed to deliver high-quality video aligned to client brief

Purpose: Support ADs and AMs in managing account and presenting at account reviews

Purpose: Provide team members a clear picture of what it means to meet utilization expectations

Purpose:

Purpose: Provide team members guidelines for billing practices

Purpose: This process explains how to create the tasks vs actual jobs report

Purpose: This process explains how to create the overdue jobs report

Purpose: Handbook

Purpose: Ensure that our pre-payments are managed in a robust and secure way.

Purpose: To ensure that the cost of time spent on Ad Planning/placement does not exceed the commission value

Purpose:

Purpose: Explain the framework we use to create customer journeys.

Purpose: Overview of Account review process

Purpose: Handbook

Purpose: Napier T&Cs for team to use

Purpose: Explain how to use a scope of work (SOW) template to define the work being done for a client and eliminate confusion, misunderstanding and scope creep.

Purpose: To explain uploading client press release to PR Newswire platform

Purpose: To-do, no time booked report process