DMS Guidebook

DMS Guidebook
All the processes, tips and tricks to being successful as a DMS

Course Outline

Podcasts

  1. Podcast Process Responsibilities
  2. Podcast Guest Invite Template
  3. Podcast Calendar
  4. Speed Check
  5. Posting
  6. Is There a Channel
  7. Streaming Social Set Up Guide (live) - Ben T
  8. Ordering a Transcript
  9. Content Promotion & Distribution Checklist
  10. Email Templates to Announce "Live"
  11. Why Wistia
  12. CANCELING OR RESCHEDULING A PODCAST

Video and Live Broadcast Production

  1. Scheduling a Shoot
  2. Starting a Video (kill most if not all of this)
  3. Video Content Charter
  4. Video Note 2
  5. Studio Shoot
  6. Animated Video
  7. Video Integration
  8. MS Tradeshow Booth Booking
  9. Who Is Your Creative Producer
  10. Standard Onsite Production
  11. Production Day
  12. Pre-Edit/Editing
  13. Post Production
  14. Directing Creative Content
  15. Live Video Process/Lead
  16. Videographer Phone Numbers
  17. Taking Tradeshows Live
  18. Event Emails
  19. Recording Video of Computer Screen (video screenshot)
  20. Schedule Change
  21. Swapping Out Scheduling to Get a Priority Vid Done

MarketScale Studio

  1. Why? The Studio Brand Story
  2. Launching Studio
  3. Studio Soundbite Process
  4. Studio Drill
  5. Add a Company to you Dropdown Organization Tab
  6. Context for Editors

3D Projects

  1. 3D Video Note

Soundbites

  1. Creation
  2. Hyperlink a Soundbite to Play from a Jpeg
  3. Soundbite/Live Interview Thought Starters

Graphics (need to add more activities)

  1. All Things Graphics
  2. Podcast and Blog Graphics
  3. Case Studies (Written)

General

  1. Scheduling (Graphics/Writing/ONSITE Video)
  2. CID # Creation
  3. Call Note (recap of a conference call)
  4. Content Posting (internal)
  5. Asana Tricks
  6. Campaign and Scaleup Pitch Pieces
  7. Account Status Updates
  8. Salesforce (a few things to know)
  9. Get A WIN, Go To Salesforce/Service
  10. Health Score (DMSs Dashboard)
  11. Product Drop
  12. Health Score (individual clients)
  13. Guest Scheduling in Office
  14. Media Multiplier
  15. IT Problem (ticket submission)
  16. Press Releases (from Clients)
  17. DMS Weekly Process
  18. Registrants for Your Event (thru SalesForce)
  19. Best of Best Examples (needs help)
  20. Thought Leader Recruiting
  21. Deactivating a Client

Accounting + Legal/Agreements

  1. Invoicing
  2. Overdue Invoice Procedures/Review
  3. CERT Pipeline
  4. Changing Accts from One DMS to Another - Potts
  5. Master File of All Contracts
  6. HelloSign SOW and Other Legal Doc Signing
  7. Campaign Contract Entry/Update
  8. Referral Bell
  9. Opportunity Updates

Writing

  1. Blog Writing (none after January 1, 2022)
  2. Blog Posting

Analytics

  1. Offering/Capabilities - Shannon D
  2. Dashboards
  3. Legacy Dashboard Additions
  4. New Client Dashboard Build

Email Tips

  1. Create Trackable Emails (Highspot)
  2. Mail Merge
  3. Salesforce and Outlook Integration/Tracking

HR

  1. Requesting Business Travel or PTO Time
  2. PTO: How You Manage Being Out

About the Course