Department Processes - Digital Fulfillment

Department Processes - Digital Fulfillment

Digital Fulfillment - Google, Social, Website, FindYello Profile:

  1. After a campaign/website/profile is live
  1. Check DashThis for existing report​
  1. Update report if necessary​
  1. Create new report if none exists​
  1. For new schedules check if report should be sent directly to client or to sales first (maybe on the CCF)​
  1. First report should be sent 1 month after service begins unless otherwise specified
  1. If the client has an existing group created, add the dashboard to the group
  1. If the Sales consultant has an existing group, add the dashboard to the group​
  1.  Add the dashboard to the relevant product group​
  1. Note the dashboard’s URL on the project/job​

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