Approval Process
- If posts require partner approval, you will send them to the PSG, who will then send them on to the partner
- the partner has 2 weeks to either approve the posts or provide their feedback
- if we do not hear from the partner within 2 weeks, we will assume that they are approved and move forward with publishing and/or scheduling
- For tasks that do not require partner approval, the post is ready to go once it’s been put together. You do not need to send it to the director or the PSG for approval. You can post or schedule it for posting
Assigning and Being Assigned
- tasks assigned to you will appear in your dashboard and on your homepage
- When assigning tasks outside of the department, please note the preferred process for the other department
- example: in some departments, the process is to assign the task to the director rather than the specialist, while others allow you to assign directly to a specialist
- If you are unsure of the process for the department you’re assigning to, ask the director
CRM
- many details for our partners are stored in the CRM
- specific to the social media department, this is where you will find access information for our partner’s social media accounts
- Search for the partner you’re looking for in the CRM, click details, and scroll down to “miscellaneous logins” to find those organic social login details
Offboarding
- when offboarding a partner, delete their list from ClickUp and sign out of all their social media accounts
- note the cancellation date. Make sure that all approved posts are scheduled to go out and stop work after the cancellation date
