Process Documentation
Example: Submitting a Client Brief
- Receive request from client via email or meeting.
- Complete the Client Brief Template in the CRM.
- Assign to Project Manager in project tool.
- Notify Creative and Strategy teams.
- Review draft internally before sending to client for approval.
Example: Approving a Design Asset
- Designer uploads draft to project tool.
- Account Manager reviews for brand alignment.
- Strategy team checks for message consistency.
- If approved, notify client. If revisions are needed, comment directly in the task.