Napier Handbook

Category: Templates, Briefing Sheets and Checklists

/Templates, Briefing Sheets and Checklists /

Account Information Sheet

Purpose: This form is designed to help people who are new to the company or an account learn more about the account.
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Google AdWords Internal Briefing Process & Form

Purpose: Provide Account Managers with briefing form for Digital Team
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LinkedIn / ABM Internal Briefing Process & Form

Purpose: Provide Account Managers with briefing form for Digital Team
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Napier 4-Step Article Briefing Form

Purpose: Outline the briefing process for technical articles
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Napier Account Launch Checklist

Purpose: Outline the process for onboarding new clients
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Napier Account Planning Template

Purpose: Account overview & development form to be filled out to support internal ,meetings and quarterly account reviews
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Napier Car Hire Booking Form

Purpose: Handbook
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Napier General Briefing Document

Purpose: Template for Briefing document
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Napier Generic Word and PowerPoint Templates

Purpose: Provide access to generic template files easily.
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Napier Letter of Engagement for Clients

Purpose: Ensure that clients' terms and conditions are clear and there are no misunderstandings.
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Napier Letter of Engagement for Translators Writers and Agencies

Purpose:
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Napier Mutual Nondisclosure Agreement (NDA)

Purpose: Before sharing confidential Napier or Client info, this doc must be downloaded, printed and signed
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Napier Press Release Briefing Form

Purpose: Handbook
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Napier Process Template

Purpose: Use this format when you are writting a process document or procedural guide
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Napier Project Planner (Xcel)

Purpose:
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Napier Ultimate Guides

Purpose: Provide team members with an overview of Napier Ultimate Guides
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Reports & Trackers – Dashboard Template (Airtable)

Purpose: Template for activity dashboard - great tool tool to communicate project updates, status and delivery to clinets
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Reports and Trackers – Advertising / ABM

Purpose: Handbook
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Reports and trackers – Marketing automation/email campaigns

Purpose: Handbook
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Reports and Trackers – Media Coverage Reports

Purpose: Provide team members with example to share with clients for PR coverage reporting
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Scope of Work (SOW) Template

Purpose: Define the scope of work to remove confusion with clients.
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Useful Links

  • Napier PROAD guide
  • Napier website
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