1. Onboarding (ARI MA)

Here you'll find a breakdown of the responsibilities, tools, and resources needed by the ARI MA Team to onboard new clients.

Accounting

• The Accounting Team creates the initial project record in Insight365 (CRM) once they receive the new sale contract information from the Digital Marketing Sales Team.

Client Tracker

MA Department Manager

• The MA Department Manager will add the new sale client information to the ARI MA Client Tracker
• The MA Department Manager will update the Monthly Sheet Template (in the ARI MA Client Tracker) to include the new sale client information

Tasking

Account Managers

Account Managers are now auto-assigned, but there is currently no notification system set up. The Account Manager Team Lead will forward the new sale information to the assigned Account Manager. And once an Account Manager has been assigned they are responsible for:

• Creating a new client sheet
• Performing Pre-Intake Research
• Reaching out to set up and Intake Call
• Performing the Intake Call
• Follow up with the dealer to get the customer list (if they haven't already) and then send the customer list to the assigned ARI MA Specialist.
• Reaching out to the ARI MA Specialist to inform them the Intake Call has been completed and notes have been left

MA Department Manager

• Examine current workloads, VIP client status, and assigns out the new sale client to an ARI MA Specialist as well as the Belize ARI MA Team.
  • The assignment is sent over email, the MA Department Manager adds the assigned ARI MA Specialist and the Belize ARI MA Team to the email chain of new sale information sent by the Digital Marketing Operations Team
• A specific Belize ARI MA Specialist is not assigned, as the Belize ARI MA Team collectively handles the work as it becomes available

Digital Marketing Operations Team

• The Digital Marketing Operations Team will update Insight365 (CRM) with the assigned ARI MA Specialist

Onboarding Resources

• Insight365 (CRM)
• MA Pro Intake Form
• MA Intake Form Response Sheet
• ARI MA Client Tracker

Now that you've completed 1. Onboarding (ARI MA), it's time to move on to the next phase of the MA Project Life Cycle, 2. Set-Up (ARI MA) !