DMS Guidebook
Course Outline
Podcasts
- Podcast Process Responsibilities
- Podcast Guest Invite Template
- Podcast Calendar
- Speed Check
- Posting
- Is There a Channel
- Streaming Social Set Up Guide (live) - Ben T
- Ordering a Transcript
- Content Promotion & Distribution Checklist
- Email Templates to Announce "Live"
- Why Wistia
- CANCELING OR RESCHEDULING A PODCAST
Video and Live Broadcast Production
- Scheduling a Shoot
- Starting a Video (kill most if not all of this)
- Video Content Charter
- Video Note 2
- Studio Shoot
- Animated Video
- Video Integration
- MS Tradeshow Booth Booking
- Who Is Your Creative Producer
- Standard Onsite Production
- Production Day
- Pre-Edit/Editing
- Post Production
- Directing Creative Content
- Live Video Process/Lead
- Videographer Phone Numbers
- Taking Tradeshows Live
- Event Emails
- Recording Video of Computer Screen (video screenshot)
- Schedule Change
- Swapping Out Scheduling to Get a Priority Vid Done
MarketScale Studio
- Why? The Studio Brand Story
- Launching Studio
- Studio Soundbite Process
- Studio Drill
- Add a Company to you Dropdown Organization Tab
- Context for Editors
3D Projects
- 3D Video Note
Soundbites
- Creation
- Hyperlink a Soundbite to Play from a Jpeg
- Soundbite/Live Interview Thought Starters
Graphics (need to add more activities)
- All Things Graphics
- Podcast and Blog Graphics
- Case Studies (Written)
General
- Scheduling (Graphics/Writing/ONSITE Video)
- CID # Creation
- Call Note (recap of a conference call)
- Content Posting (internal)
- Asana Tricks
- Campaign and Scaleup Pitch Pieces
- Account Status Updates
- Salesforce (a few things to know)
- Get A WIN, Go To Salesforce/Service
- Health Score (DMSs Dashboard)
- Product Drop
- Health Score (individual clients)
- Guest Scheduling in Office
- Media Multiplier
- IT Problem (ticket submission)
- Press Releases (from Clients)
- DMS Weekly Process
- Registrants for Your Event (thru SalesForce)
- Best of Best Examples (needs help)
- Thought Leader Recruiting
- Deactivating a Client
Accounting + Legal/Agreements
- Invoicing
- Overdue Invoice Procedures/Review
- CERT Pipeline
- Changing Accts from One DMS to Another - Potts
- Master File of All Contracts
- HelloSign SOW and Other Legal Doc Signing
- Campaign Contract Entry/Update
- Referral Bell
- Opportunity Updates
Writing
- Blog Writing (none after January 1, 2022)
- Blog Posting
Analytics
- Offering/Capabilities - Shannon D
- Dashboards
- Legacy Dashboard Additions
- New Client Dashboard Build
Email Tips
- Create Trackable Emails (Highspot)
- Mail Merge
- Salesforce and Outlook Integration/Tracking
HR
- Requesting Business Travel or PTO Time
- PTO: How You Manage Being Out