Kickoff after receiving contract 1/16 completed
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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]
After Client Questionnaire Review Call 0/20 completed
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*Write first draft of plan [MS]
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*Confirm agenda and date of visit with client via email [MS]
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Email PM and OM with final confirmed date for ROF/Onsite [MS]
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Schedule ROF team and onsite dates [PM & OM]
- ❏ Add to CID based on forms and questionnaire review call [MS]
ROF Assignments 4/40 completed
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Assign all ROF to-dos [PM]
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*Prepare ROF slide deck [AD]
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Confirm all ROF information is completed by team [PM]
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Confirm ROF slide deck is completed [PM]
Copy [CW]
Design [DD]
Scott O.
Search Engine Optimization [SEO]
Social Media Marketing [SMM]
Raheim B.
Plan first draft of MSA contract 0/8 completed
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Schedule strategy meeting with Stewart [MS]
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Submit recommended projects and pricing to CFO, DCS, CEO, OM and AM a minimum of 4 days before travel date [MS]
- ❏ Add details of plan to CID Section 4. MARKETING PLAN [MS]
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Create MSA and present to accounting within 2 business days prior to presenting to client [MS]
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Review and approve MSA [AC]