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Excerpt

Here you'll find a breakdown of how new sales are received and assigned out to the TDA Team.


Onboarding Resources

  • DS Client Tracker
  • ARI Client Tracker


    • New Sales

    Digital Marketing Operations Team

    A

    Digital Marketing

    Salesperson drops the new sale information into the DS Digital Marketing New Sales chat (Teams).
  • The Digital Marketing Operations Team updates Insight 365(CRM) so the TDA Specialists and Account Managers can find the information they need
  • The Digital Marketing Operations Team emails the new sale information to TDA Department Manager

    • TDA Department Manager

    Once the TDA Department Manager has received the new sale information, they will:

    • Add the new client to the DS TDA Client Tracker or the ARI TDA Client Tracker
    • No other onboarding or set-up tasks can be taken until the Account Manager has completed the Intake Call

    Sales/Ops

    • An Intake Task is created in Salesforce
    • The Intake Form is completed for the new contract and attached to the Intake Task


    Onboarding Resources


    Now that you've completed the Onboarding phase of the TDA Project Life Cycle, let's move on to 2. Set-Up (TDA)!