Services 101
Who builds newsletters?
Graphic Designers! Not the Digital Engagement Team
Before the bot sends you a reminder at 2 pm MST
This singer had a Las Vegas residency and then surprise-dropped a country album in 2024
Beyonce
Set up a client of concern task
Where do you communicate about general client updates, questions, goals, etc.?
In the Client Channel's Campfires!
What's the workflow of creating an animation? (4 steps) not including the review process
1. Script
2. Voiceover
3. Illustrations/GD Components
3. Animate!
How often and where does client health need to be updated?
Bonus: a small description is needed with each update
What year did TikTok Trends "Girl Dinner" & "Roman Empire" take over?
2023
How often do client of concern tasks need to be updated?
Minimum once a week, and at any time something changes that your SAM needs to know about
What are some steps you should take to track down a client that's gone MIA? List 3
1. Message their number
2. Follow-Up Emails
3. Give them a Call
4. Stalk them on LinkedIn
When do you need a style guide for a web project? At what stage should it be introduced?
ALWAYS! Every web project needs a style guide, this task should begin immediately after the hompage has been approved
What's the most important thing to provide in an IT ticket?
CONTEXT! always
finish the lyrics: She wears short skirts, I wear T-shirts…
She’s cheer captain and I’m on the bleachers
When does a client of concern need to be set up?
ANYTIME something changes from the client being stable.
bonus if you list an example:
1. Irregular patterns of feedback
2. Constant edits on projects
3. Low amounts of tasks and communication
4. Missing meetings, being MIA
What should you do to prep for a meeting? List a tleast 3 things to do
1. Task tracker's up to date
2. Pre meeting notes
3. Board Check
4. Have a proper set up ready for the meeting (lighting, camera setup, sound check)
5. Be on TIME! 5 mins earlier than the meeting time otherwise you're considered late
6. Invite your SAM as needed and confirm their attendance
At what point should you offer a client a 3-service custom package?
NEVER! It's 2 service, or Get it All
What are the steps to ensure proper coverage? (list atleast 3)
1. Coverage notes 48 hours in advance (approved by your SAM)
2. Move any applicable meetings
3. IT tickets for board ownership change
4. Summary on client chats and MC chat
5. Update on holygrail under coverage section
6. Mark front as OOO
Scientists recently taught this sea creature to use a camera underwater.
An octopus!!
What's the first step to a client of concern issue being brought to you?
Set up the task! Your SAM shouldn't have to tell you when to.
When do you archive an email following the new AM/MC process?
1. AM has responded to client
2. MC has confirmed the task has been created (teamwork link MUST be pasted on the thread)
What is the first step you need to take when a client mentions they're interested in media buying?
Loop in Head of Media Buying (Ndue) by setting up a task with as much info as possible
Where do you record specific notes about a client while onboarding them?
The onboarding Excel sheet found in the pre-onboarding task!
**Should be used throughout the entire partnership
Which celeb made headlines for saying she’s “just a girl who had lunch with Jeff Bezos” after attending that exclusive billionaire party?
Kylie Jenner
What are some best practices for emails? List 3
1. Keep it simple and direct
2. Use full sentences
3. Maintain proper tone and grammar
4. Use periods! Commas don't need to be after every sentence
5. Address every point the client lists
6. Format emails appropriately to differentiate sections in an email response