Tag: Client
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CONTENT – How To – Newsletters
CONTENT – How To – Newsletters Purpose of this SQ How To: To provide guidance on the process of delivering a Newsletter ‘mailshot’ from initiation to reporting. Applicable to: Account Managers, Project Managers, Content Team, Reporting Customers: All Timescale: 2hrs (guess – RC) Introduction Newsletters are predominantly features of Platinum or Gold Retainers, here follows…
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Reporting – How to – Reporting Write-ups
Reporting – How to – Reporting Write-ups Purpose of this How To Guide: Specifics and detail of logging reports write-ups in Accelo. Applicable to: All departments reporting on work. Customers: Any with Monthly Contracts Timescale: Completion of Tasks. Introduction When completing a task or writing an activity in Accelo that you intend for the customer to…
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How To – Accelo: Silver Campaign Planning
This guide will provide you with step by step instructions on Silver Campaign Planning in Accelo. Please note that this Guide refers to 2 documents (Silver Campaign Planning Meeting Prep Form, and Silver Campaign Plan Form). Both are found with that individual Customer’s Digital Assets folder on OneDrive (in the Work Plans folder). The URL for…
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How To – Accelo: New Opportunity
This guide will provide you with step by step instructions on the New Opportunity process in Accelo. The steps will be in the format of role/which department the step is for followed by the details. SALES – Upon receiving a new opportunity gather all the client contact and company details SALES – Now create…
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GENERAL – How to – Meeting Best Practice
GENERAL – How to – Meeting Best Practice Purpose of this How To Guide: A guide of SQ Digital best practices for holding a meeting. Applicable to: All Customers: All Timescale: Usually 15 minutes to 2 hours Introduction In this How To we run through some SQ Digital best practices for holding & attending meetings.…
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PROJECT TEAM – How to – Check an Interval
PROJECT TEAM – How to – Check an Interval Purpose of this How To Guide: Following this guide will let anybody check intervals (IE perform Project Manager interval checks). Applicable to: All Customers: All Timescale: Check Every Interval roughly every 2 days Introduction Project Managers check intervals every day. Duncan checks with a systematic method that…
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GENERAL – How To – Handover to a Colleague
GENERAL – How To – Handover to a Colleague Purpose of this SQ How To: This ‘How To’ will give clarity over the types of things that may be handed over within SQ Digital and how each handover should be carried out. Applicable to: All Customers: All Timescale: Up to 1 Hour Introduction There…
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GENERAL – How To – Cover Absence
GENERAL – How To – Cover Absence Purpose of this SQ How To: Ensure responsibilities are covered effectively when an individual has a planned or unplanned absence. Applicable to: All (Especially Leads and Managers) Customers: All Timescale: Potentially several hours to organise. Implementation will extend for the duration of the absence. Introduction Ensuring that…