ARI New Account Flow

New account is sold by Sales
Account manager will task Kael to assign rep
1. Kael assigns rep
Account manager will complete pre-intake research and conduct intake call
1. AM will do intake unless otherwise stated
MA rep notified after intake is completed
MA rep moves intake answers to client sheet
MA rep requests first-month of emails
MA rep develops 6-month plan
MA rep conducts tool training
Rep sets first month of emails live
Rep requests 2nd month of emails
Complete first-month work
1. Write work done
2. write proposed work

DigMS - Digital Marketing Services