Workflow

CLIENTS/SALES TEAM

SOLUTIONS TEAM ACCOUNT MANAGERS

ORDER MANAGEMENT

AD OPSCAMPAIGN MANAGERS

Create Opportunity and Submit

Media Request

Generate Order Form Close Deal

Inventory Checked

Inventory Approved

OM Approval for Entry

Salesforce notifies AMs

and CMs

AMs give approval to

launch

DSM Entry(1st approval)

OM Entry Approval (2nd

approval)

Confirm Targeting,

Creative, etc.

Confirm (3rd Approval) to

launch campaign

Reserve in DFP

AMs communicate

launch of campaign

Salesforce sends email

RM informs client of launched product

Reporting Requested

Pull Reporting

AMs pull reporting or

ask CMs

WorkflowHIRING SOLUTIONS MEDIA CAMPAIGNS

Workflow

CLIENTS/SALES TEAM

SOLUTIONS TEAM ACCOUNT MANAGERS

ORDER MANAGEMENT

AD OPSCAMPAIGN MANAGERS

Workflow

CLIENTS/SALES TEAM

SOLUTIONS TEAM ACCOUNT MANAGERS

ORDER MANAGEMENT

AD OPSCAMPAIGN MANAGERS

Before a sa les rep can c lose a dea l ,

t hey mus t submi t a med ia reques t

Workflow

CLIENTS/SALES TEAM

SOLUTIONS TEAM ACCOUNT MANAGERS

ORDER MANAGEMENT

AD OPSCAMPAIGN MANAGERS

Before a sa les rep can c lose a dea l ,

t hey mus t submi t a med ia reques t

Ad Ops a re then no t i f ied to check

the inven to ry

Reps work w i th AMs to con f i rm ta rge t ing and

c rea t i ves

Workflow

CLIENTS/SALES TEAM

SOLUTIONS TEAM ACCOUNT MANAGERS

ORDER MANAGEMENT

AD OPSCAMPAIGN MANAGERS

Before a sa les rep can c lose a dea l ,

t hey mus t submi t a med ia reques t

Once inven to ry i s approved ,

Sa les fo rce sends an emai l back to

the Sa les rep

Ad Ops a re then no t i f ied to check

the inven to ry

Reps work w i th AMs to con f i rm ta rge t ing and

c rea t i ves

Workflow

CLIENTS/SALES TEAM

SOLUTIONS TEAM ACCOUNT MANAGERS

ORDER MANAGEMENT

AD OPSCAMPAIGN MANAGERS

Before a sa les rep can c lose a dea l ,

t hey mus t submi t a med ia reques t

Ad Ops a re then no t i f ied to check

the inven to ry

Once inven to ry i s approved ,

Sa les fo rce sends an emai l back to

the Sa les rep

The rep then genera tes o rder

fo rm and c loses the dea l

Reps work w i th AMs to con f i rm ta rge t ing and

c rea t i ves

Workflow

CLIENTS/SALES TEAM

SOLUTIONS TEAM ACCOUNT MANAGERS

ORDER MANAGEMENT

AD OPSCAMPAIGN MANAGERS

Generate Order Form

Inventory Checked

Inventory Approved

Confirm Targeting,

Creative, etc.

Submit Media Request

Create Opportunity and Submit

Media Request

Workflow

CLIENTS/SALES TEAM

SOLUTIONS TEAM ACCOUNT MANAGERS

ORDER MANAGEMENT

AD OPSCAMPAIGN MANAGERS

Generate Order Form Close Deal

Inventory Checked

Inventory Approved

Confirm Targeting,

Creative, etc.

Create Opportunity and Submit

Media Request

Rep c rea tes oppor tun i t y in

Sa les fo rce

When 100% complete, sent to OM

OM wi l l check the numbers , ensure there i s a con t rac t

a t tached, look fo r d iscounts and d iscount approva ls , and add the

s ta r t da te and end da te

Workflow

CLIENTS/SALES TEAM

SOLUTIONS TEAM ACCOUNT MANAGERS

ORDER MANAGEMENT

AD OPSCAMPAIGN MANAGERS

Generate Order Form Close Deal

Inventory Checked

Inventory Approved

OM Approval for Entry

Confirm Targeting,

Creative, etc.

Submit Media Request

Create Opportunity and Submit

Media Request

Workflow

CLIENTS/SALES TEAM

SOLUTIONS TEAM ACCOUNT MANAGERS

ORDER MANAGEMENT

AD OPSCAMPAIGN MANAGERS

Generate Order Form Close Deal

Inventory Checked

Inventory Approved

OM Approval for Entry

Confirm Targeting,

Creative, etc.

Create Opportunity and Submit

Media Request

Once the da tes a re added, Sa les fo rce sends no t i f i ca t ion

emai ls ou t based on the p roduc t t ype

Workflow

CLIENTS/SALES TEAM

SOLUTIONS TEAM ACCOUNT MANAGERS

ORDER MANAGEMENT

AD OPSCAMPAIGN MANAGERS

Generate Order Form Close Deal

Inventory Checked

Inventory Approved

OM Approval for Entry

Confirm Targeting,

Creative, etc.

Create Opportunity and Submit

Media Request

These need to be entered within 3 days for the Finance Department

For TDs and RecAds , “Ready fo r DSM Ent ry ” i s jus t sen t to CMs

Once the da tes a re added, Sa les fo rce sends no t i f i ca t ion

emai ls ou t based on the p roduc t t ype

For Go ld /P la t LCPs and WWUs, “Recru i tment Med ia Subscr ip t ion dea l C losed” i s

sen t to CMs and AMs

Workflow

CLIENTS/SALES TEAM

SOLUTIONS TEAM ACCOUNT MANAGERS

ORDER MANAGEMENT

AD OPSCAMPAIGN MANAGERS

Generate Order Form Close Deal

Inventory Checked

Inventory Approved

OM Approval for Entry

Salesforce notifies AMs

and CMs

Confirm Targeting,

Creative, etc.

Create Opportunity and Submit

Media Request

Workflow

CLIENTS/SALES TEAM

SOLUTIONS TEAM ACCOUNT MANAGERS

ORDER MANAGEMENT

AD OPSCAMPAIGN MANAGERS

Generate Order Form Close Deal

Inventory Checked

Inventory Approved

OM Approval for Entry

Salesforce notifies AMs

and CMs

Confirm Targeting,

Creative, etc.

Create Opportunity and Submit

Media Request

AMs communica te w i th CMs and g ive approva l

to launch

Workflow

CLIENTS/SALES TEAM

SOLUTIONS TEAM ACCOUNT MANAGERS

ORDER MANAGEMENT

AD OPSCAMPAIGN MANAGERS

Generate Order Form Close Deal

Inventory Checked

Inventory Approved

OM Approval for Entry

Salesforce notifies AMs

and CMs

Confirm Targeting,

Creative, etc.

Create Opportunity and Submit

Media Request

CMs en te r p roposa l in to DSM, Reserve

inven to ry, mark f i r s t s tage o f approva l , and

en te r DSM ID in to Sa les fo rce

AMs communica te w i th CMs and g ive approva l

to launch

Workflow

CLIENTS/SALES TEAM

SOLUTIONS TEAM ACCOUNT MANAGERS

ORDER MANAGEMENT

AD OPSCAMPAIGN MANAGERS

Generate Order Form Close Deal

Inventory Checked

Inventory Approved

OM Approval for Entry

Salesforce notifies AMs

and CMs

Confirm Targeting,

Creative, etc.

Create Opportunity and Submit

Media Request

AMs give approval to

launch

DSM Entry(1st approval)

Workflow

CLIENTS/SALES TEAM

SOLUTIONS TEAM ACCOUNT MANAGERS

ORDER MANAGEMENT

AD OPSCAMPAIGN MANAGERS

Generate Order Form Close Deal

Inventory Checked

Inventory Approved

OM Approval for Entry

Salesforce notifies AMs

and CMs

Confirm Targeting,

Creative, etc.

Create Opportunity and Submit

Media Request

AMs give approval to

launch

DSM Entry(1st approval)

OMs doub le check the p roposa l and mark the

second approva l , chang ing s ta tus f rom

“Awa i t ing Approva l ” to “Awa i t ing F ina l i za t ion”

A f te r the f i r s t approva l , Sa les fo rce sends an

emai l t o OMs

Workflow

CLIENTS/SALES TEAM

SOLUTIONS TEAM ACCOUNT MANAGERS

ORDER MANAGEMENT

AD OPSCAMPAIGN MANAGERS

Generate Order Form Close Deal

Inventory Checked

Inventory Approved

OM Approval for Entry

Salesforce notifies AMs

and CMs

Confirm Targeting,

Creative, etc.

Create Opportunity and Submit

Media Request

AMs give approval to

launch

OM Entry Approval (2nd

approval)

Salesforce sends email

DSM Entry(1st approval)

Workflow

CLIENTS/SALES TEAM

SOLUTIONS TEAM ACCOUNT MANAGERS

ORDER MANAGEMENT

AD OPSCAMPAIGN MANAGERS

Generate Order Form Close Deal

Inventory Checked

Inventory Approved

OM Approval for Entry

Salesforce notifies AMs

and CMs

Confirm Targeting,

Creative, etc.

Create Opportunity and Submit

Media Request

AMs give approval to

launch

OM Entry Approval (2nd

approval)

Salesforce sends email

DSM Entry(1st approval)

AMs le ts rep and c l ien t know tha t the med ia

has launched

CMs mark the th i rd s tage o f approva l s ta tus

to “So ld ” to reserve inven to ry in DFP and

se t med ia l i ve

Workflow

CLIENTS/SALES TEAM

SOLUTIONS TEAM ACCOUNT MANAGERS

ORDER MANAGEMENT

AD OPSCAMPAIGN MANAGERS

Create Opportunity and Submit

Media Request

Generate Order Form Close Deal

Inventory Checked

Inventory Approved

OM Approval for Entry

Salesforce notifies AMs

and CMs

AMs give approval to

launch

DSM Entry(1st approval)

OM Entry Approval (2nd

approval)

Confirm Targeting,

Creative, etc.

Confirm (3rd Approval) to

launch campaign

Reserve in DFP

Salesforce sends email

RM and Client

informed

AMs communicate

launch of campaign

Workflow

CLIENTS/SALES TEAM

SOLUTIONS TEAM ACCOUNT MANAGERS

ORDER MANAGEMENT

AD OPSCAMPAIGN MANAGERS

Create Opportunity and Submit

Media Request

Generate Order Form Close Deal

Inventory Checked

Inventory Approved

OM Approval for Entry

Salesforce notifies AMs

and CMs

AMs give approval to

launch

DSM Entry(1st approval)

OM Entry Approval (2nd

approval)

Confirm Targeting,

Creative, etc.

Confirm (3rd Approval) to

launch campaign

Reserve in DFP

Salesforce sends email

RM and Client

informed

AMs communicate

launch of campaign

I f an RM or c l ien t wants to see how the med ia i s

per fo rm ing , they w i l l o f ten send a reques t to an AM

AMs pu l l repor t ing f rom week ly repor ts o r ema i l

AdOps CMs. They s imp l i f y the da ta and send i t back .

Workflow

CLIENTS/SALES TEAM

SOLUTIONS TEAM ACCOUNT MANAGERS

ORDER MANAGEMENT

AD OPSCAMPAIGN MANAGERS

Create Opportunity and Submit

Media Request

Generate Order Form Close Deal

Inventory Checked

Inventory Approved

OM Approval for Entry

Salesforce notifies AMs

and CMs

AMs give approval to

launch

DSM Entry(1st approval)

OM Entry Approval (2nd

approval)

Confirm Targeting,

Creative, etc.

Confirm (3rd Approval) to

launch campaign

Reserve in DFP

Salesforce sends email

RM and Client

informed

AMs communicate

launch of campaign

AMs e i ther pu l l repor t ing f rom weekly repor ts or

emai l AdOps CMs

CMs pu l l repor t ing f rom Mic roSt ra tegy (TDs) o r DFP

(RecAds /WWU) and pass back the in fo rmat ion

I f an RM or c l ien t wants to see how the med ia i s

per fo rm ing , they w i l l o f ten send a reques t to an AM

AMs pu l l repor t ing f rom week ly repor ts o r ema i l

AdOps CMs. They s imp l i f y the da ta and send i t back .

Workflow

CLIENTS/SALES TEAM

SOLUTIONS TEAM ACCOUNT MANAGERS

ORDER MANAGEMENT

AD OPSCAMPAIGN MANAGERS

Create Opportunity and Submit

Media Request

Generate Order Form Close Deal

Inventory Checked

Inventory Approved

OM Approval for Entry

Salesforce notifies AMs

and CMs

AMs give approval to

launch

DSM Entry(1st approval)

OM Entry Approval (2nd

approval)

Confirm Targeting,

Creative, etc.

Confirm (3rd Approval) to

launch campaign

Reserve in DFP

AMs communicate

launch of campaign

Salesforce sends email

RM informs client of launched product

Reporting Requested

Pull Reporting

AMs pull reporting or

ask CMs