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NEW CLIENT ONBOARDING

Documents and resources for onboarding a new client (not including onboarding to HubSpot). The steps to onboard to a new HubSpot platform is TBD.

CLIENT SERVICE STANDARDS & GUIDELINES

This category includes documentation/guides for our employees' code of conduct and expectations as they consult and partner with clients.

CONTENT & QUALITY ASSURANCE

This category includes documentation for processes and standards to assist team members in working with the Content team and guides for conducting QA.

CLIENT OFFBOARDING

What to do when a retainer client leaves SyncShow. How to remove them from services and tools.

RETAINER RENEWALS

This category will provide information about how to prepare for and present a client with a retainer renewal plan.

PROCESS DOCUMENTS FOR TACTICS

This category includes spreadsheets, flowcharts and videos for how the team produces the data and deliverables for our clients.

Development

Covering everything from basic setup of various features to drag and drop interfaces to work in code.

WEBSITE DEVELOPMENT

To access documents and information related to Website processes and standards, click here.

Paid Ads

Setting up paid outbound digital marketing efforts, including, but not limited to Facebook, LinkedIn, Display Ads, PPC

SEO - Search Engine Optimization

Processes and templates used as it relates to SEO (Search Engine Optimization).

GREAT 8 PILLARS (G8P)

Information and assets relative to the methods and model for The Great 8 Pillars of ROI-Driven Marketing.

NEW EMPLOYEE ONBOARDING

This category will provide you with assets and videos to assist in the onboarding of new employees for each department at SyncShow.

OPERATIONS & ADMINISTRATION

This category includes processes for SyncShow's operation: employee related, invoicing & financial related, SS marketing, and vendor management.

HUMAN RESOURCES

This folder includes documents related to benefits, core values, roles & accountabilities, performance reviews and more.

TIME REPORTING & UTILIZATION

This category will provide information for team members about how they report time and how that data is used by SyncShow.