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  • 1. VMR DA New Contract
    ‘VMR Assignment’ Through ‘Welcome Call Recap’
    DA Contracts
    VMR closes when call is done
    BZ CT
    (w/in 24-48 hours)
    VMR creates Task for scheduled Welcome Call
    VMR closes Task by changing Status to Completed
    VMR receives a case alert via Salesforce (email)
    Contract received via email
    Contract may not be rollcalled
    NO CDF
    VMR sets up Salesforce:
    • Account/Contract
    • 2. Contact
    VMR sends out Welcome Call email
    (CC SALES)
    VMR sends recap email
    (Client, cc Ford & Sales as applicable)
    24/48
    Contract saved to ct_bz shared drive (DA Contracts folder)
    VMR performs Discovery
    VMR closes case
    INITIAL PROJECT
    (Set Up)
    VMR contacts client to schedule welcome Call
    Salesforce case created for VMR assignment
    WELCOME CALL
    24/48
    Initial Project Creation
    Successful?
    Yes
    Successful?
    VMR DA New Contract
    Comments to be appended and dated (not replaced)
    No
    No
    VMR logs each call attempt
    (Contract)
    VMR changes Status to Deferred (w/ Comments)
    Due Date: New Call Date or one week (when dt not rescheduled)
  • 3. ‘Initial Project Creation’ (A)
    Thomas receives automated email for project assignment
    Initial Project Creation
    Analyst: {Select Analyst}
    Analyst Stage: Setups Requested
    Update Contract for CDF
    VMR creates new project from Contract screen
    Analyst receives an automated email for project assignment
    Set Up Project Steps
    Project Name: DA SetUp
    Project Type: Digital Advertising (soon to be Digital Advertising – SetUp)*
    Project Due Date: Two weeks from the Create Date*
    Project Stage: Assign & Monitor
    Analyst: Thomas Morelli
    Analyst Stage: Identify Analyst
    Setups Due: Dependent upon Element
    Total Actual Spend: $0 (this is for setups only)
    Total Budget (as per contract minus maintenance fee)
    Complete each inclusive element section (including “Required” check box for each applicable element
    Add Microsite and Website*
    Add box for “Analyst Acknowledgment”*
    Analyst reviews case w/in 48 hrs
    (Check “Analyst Acknowledgement” check box)*
    Should creative be attached to project?
    • DISPLAY PROOFS
    • 4. SEM ADWORDS
    • 5. MICROSITE DESIGN
    B1
    Analyst updates completed element status to“Sent to VMR”*
    Initial Project Creation
    B
  • 6. ‘Initial Project Creation’ (B)
    Initial Project Creation
    B
    Analyst updates element stage(s) to Live or Flighted*
    VMR sends creative, etc to client
    VMR updates element stage to Dealer Approved*
    VMR updates applicable element stages to “Awaiting Approval”
    VMR attaches dealer approval for each element to project
    Project auto-updates to Complete
    Approved?
    Yes
    Analyst receives automated email alerting them of Approval*
    VMR and Analyst receive auto-update of Completed status
    No
    VMR updates Project for changes (Comments)
    Analyst flights campaign
    VMR creates first recurring campaign??
    (Can SF auto-generate?)*
    VMR updates element stage to Processing Request Changes
    Recurring Project
    B1
  • 7. ‘Recurring Campaign’
    For Recurring Revenue reporting only
    Recurring Campaign