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


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


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)!