Category: SocialShelf-Flow

L.) Creative change

a. Maintenance agreement includes 3 design changes for quarterly contract and 12 design changes for annual that may be used at any time of their contract. i. Design changes include: Video – Audio – Informational sheet – Coupon ii. Complete site rebuild and Infographic are NOT included in agreement and is billable at the rate […]

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K.) Accounting – Month end

a. Run aging report in Advantage, inform Frank of any payment issues i. Suspend service for any overdue client – 31 days after invoiced b. Republish all client pages that met max budget from previous month and shut down automatically c. Pull report from WordPress on client d. Actual page views to be entered on […]

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J.) Monthly Budget cap reached

Social Shelf system auto-generates notice to Accounting that Monthly Budget cap has been reached for client a. Page is automatically turned off until first day of next Calendar month if client does not authorize a budget increase i. Must republish page 1st of the month b. Client authorizes budget increase with Operations i. Written confirmation […]

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I.) Accounting – monitoring

a. Accounting monitors all client page views as time allows i. Update Weekly Tracker tab of Master Client Tracker, saved on server A: ACCT 2020/SocialShelf/Social Shelf Master Client Tracker List – FINAL ii. Inform Operations of clients nearing budget limitations

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H.) Testing complete

a. If any part of site is not working Testing to inform Design, Accounting and Operations. If Design updates site, go to Accounting (F) b. If client site testing is successful Testing to inform Accounting and Operations. c. Operations to Inform client site is ready for client test i. Client to verify with Operations – […]

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G.) Internal Testing

(Testing needs to be done on PC and mobile for every client) a. Test homepage link b. Test video/audio c. Test coupon d. Test registration/login e. Test Privacy Policy link f. Test T & C link

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F.) Accounting

a. Verify all fees are correct (page cost, Monthly fee) b. Make sure all pages are published c. Accounting to send client homepage link to Internal Testing, copy Operations

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E.) Design

a.Homepage i.Client Logo ii.Video iii.Ad iv.Background color v.Text Color vi.Font vii.Link to client coupon page (if required) viii.Share Social Media (enabled) ix.Client Brand Information x.Picture of Brand Item xi.Client Social Media links enabled xii.Social Shelf Logo Icon (Leads to HomePage) b.Coupon page (if required) i.Logo ii.Background iii.Coupon uploaded iv.Redirect to registration/login page v.Coupon cart link […]

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D.) Operations

a. schedule call with client contact to secure creative elements i. create file for creative upload on Sharefile ii. complete our portion of client creative checklist iii. discuss product ID, file names and due dates 1. send upload link with client creative checklist to client b. when creative elements have been uploaded all files to […]

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C.)Accounting

Accounting (Executed contract with cover sheet received) a. Generate maintenance agreement invoice in Advantage (term included in contract) i. Create Client in Advantage b. Cover sheet, contract and maintenance invoice to Madeline c. Madeline sends maintenance agreement invoice d. Create manual file (contract and coversheet)   NO WORK PROGRESSES UNTIL MAINTENANCE AGREEMENT PAYMENT IS RECEIVED […]

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