Kickoff after receiving contract
Accounting should immediately notify Stewart, Marketing Strategist (MS), Director of Client Services (DCS), and Project Manager (PM).
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Notify Stewart, PM, OM, MS, DCS [AC]
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Elect and inform account manager [DCS]
- ❏ Create Harvest job for client [AC]
- ❏ Add Harvest job code to project description in BC [PM]
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Create CID [PM]
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Fill in beginning CID information [MS]
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Change share permissions for CID [PM]
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Create client Dropbox [PM]
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Provide client (external) upload dropbox link to MS [PM]
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Add signed onsite contract to Docs and Files [AC]
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Send questionnaire and mystery shopper release email to client [MS]
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Upload copy of email approval for mystery calls in BC [MS]
- ❏ Upload relevant documents into Dropbox [PM]
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Schedule and conduct client questionnaire review call [MS]
- ❏ Add CID to Docs & Files [MS]
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Schedule and place Mystery Calls [MS]# calls made
4
Kathy G.