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: To explain how to mark up external costs and ensure you understand the difference between markup and margin, which one to use, how to correctly calculate the selling price, and the standard percentages.

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