When a new sale occurs for Digital Marketing, a task will appear on the DigMS Order Onboarding list.
All new sales, regardless of website status (live, not live, transferring from a different business unit) will be entered onto the planners as they come in so that the First Month Task process can begin.
The SEO Operations Specialist will enter information on the respective planner.
DS Digital Marketing Monthly Planner
ARI Digital Marketing Monthly Planner
Required information
Column B: Account Number
Column C: Account Name
Column C: Website (link to account name)
Column E: Product + Budgets
Column F: Contracted Start Date (Effective Date)
Column K: Contact name, number, and email address
Column L: Notes
The account number can be found by clicking into the task, then into the Account.
The respective Digital Marketing team lead is responsible for checking the planner for new sales and assigning the appropriate rep in Column D (Rep), as well as assign the rep in the CRM per instructions found here: https://arinet.atlassian.net/l/cp/bHg2imkq.
Once the SEO Operations Specialist has entered information for the sale, they will mark the item on the DigMS Order Onboarding List as Complete by doing the following:
Put a checkmark to the left of the item in the row.
Click Mark Complete on the top row.
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