Command

SOP Linked: <a href="https://docs.google.com/document/d/1a9Sa5tlNU_emhATTDUAoEHmeKsNdLbEGULs25DoFpBs/edit#heading=h.y5m53cnvbrof" rel="nofollow noopener noreferrer" target="_blank">HERE</a>

CRO Client Kickoff Process

1. Personality, savviness, background, any type of similar details will be incredibly helpful to find the right match within our team.

1. Shopify, Wordpress, Angular, Monetate, etc.

1. Client insight: 
   1. Personality, savviness, background, any type of similar details will be incredibly helpful to find the right match within our team.
2. Technology they use:
   1. Shopify, Wordpress, Angular, Monetate, etc.
3. Monthly retainer cost for CRO

1. Shopify Partners
2. Klaviyo or ESP
3. GA4 - <a href="mailto:analytics@powerdigitalmarketing.com" rel="nofollow noopener noreferrer" target="_blank">analytics@powerdigitalmarketinginc.com</a> 
4. GTM

1. Brand guidelines 
2. Style Guide
3. Photos
4. Videos
5. Fonts
6. Logos

1. Team intros
2. Access request
 1. Shopify Partners
 2. Klaviyo or ESP
 3. GA4 - <a href="mailto:analytics@powerdigitalmarketing.com" rel="nofollow noopener noreferrer" target="_blank">analytics@powerdigitalmarketinginc.com</a> 
 4. GTM
3. Assets request
 1. Brand guidelines 
 2. Style Guide
 3. Photos
 4. Videos
 5. Fonts
 6. Logos
4. Determine communication channel
 1. Slack or email

Step 4: Schedule Kickoff call/weekly Growth Status

Both kickoff and weekly growth calls will need 1 hr

1. Both kickoff and weekly growth calls will need 1 hr

1. Team Introductions
2. Introduction to Growth Deck
3. Audits (GA4, web &amp; email)
4. Analytics
5. Ideation

2. New Biz - cross channel with CRO

Step 2: Staffing of the account through slack channel #incomingaccounts

Monthly retainer cost for CRO - included in the Blueprint

1. Client insight: 
   1. Personality, savviness, background, any type of similar details will be incredibly helpful to find the right match within our team.
2. Technology they use:
   1. Shopify, Wordpress, Angular, Monetate, etc.
3. Monthly retainer cost for CRO - included in the Blueprint
4. Staffing Owners: Nash and Dani Coulet

Power Digital Account Manager owns kickoff process

1. GA, GTM, Heatmap tool, AB testing tool, etc.
2. Any assets like fonts, images, style guides, etc.

1. Power Digital Account Manager owns kickoff process
2. Needs for CRO: accesses &amp; assets: 
   1. GA, GTM, Heatmap tool, AB testing tool, etc.
   2. Any assets like fonts, images, style guides, etc.

CRO team intros: CRO Growth Lead and CRO AM

Have a slide for general PDM kick-off which will contain a roadmap of CRO

1. CRO team intros: CRO Growth Lead and CRO AM
2. Have a slide for general PDM kick-off which will contain a roadmap of CRO

Step 5: Schedule a separate deep dive CRO kickoff following the general kickoff meeting.

Step 6: CRO Deep Dive Kickoff meeting

3. Service Expansion Kickoff Process - Adding CRO to PDM Client

Step 2: Staffing of the account through slack channel #service-expansion-staffing

Monthly retainer cost for CRO - included in Blueprint

1. Client insight: 
   1. Personality, savviness, background, any type of similar details will be incredibly helpful to find the right match within our team.
2. Technology they use:
   1. Shopify, Wordpress, Angular, Monetate, etc.
3. Monthly retainer cost for CRO - included in Blueprint
4. Staffing Owners: Nash and Dani Coulet

Step 3: Internal kickoff and download with existing AD and AM

Add CRO leadership team needed to all client calls and slack channels

1. Existing accesses &amp; assets: 
   1. GA, GTM, Heatmap tool, AB testing tool, etc.
   2. Any assets like fonts, images, style guides, etc.
2. Add CRO leadership team needed to all client calls and slack channels

Step 4: Schedule deep dive CRO kickoff

CRO team needed on all client calls and slack channels:

1. Danielle Coulet
2. Nashla Akel
3. Daniela Cortesia (Slack only)
4. GL &amp; AM assigned to the account (this will come later when it’s being staffed)

1. Client insight: 
 1. Personality, savviness, background, any type of similar details will be incredibly helpful to find the right match within our team.
2. Technology they use:
 1. Shopify, Wordpress, Angular, Monetate, etc.
3. Monthly retainer cost for CRO
4. Kickoff Date
5. Existing accesses &amp; assets: 
 1. GA, GTM, Heatmap tool, AB testing tool, etc.
 2. Any assets like fonts, images, style guides, etc.
6. CRO team needed on all client calls and slack channels:
 1. Danielle Coulet
 2. Nashla Akel
 3. Daniela Cortesia (Slack only)
 4. GL &amp; AM assigned to the account (this will come later when it’s being staffed)

CRO Client Onboarding

Process Owner: Danielle Coulet

1. New Biz - just CRO

2. New Biz - cross channel with CRO

3. Service Expansion Kickoff Process - Adding CRO to PDM Client

CRO Client Onboarding Needs

Client insight:

Technology they use:

Monthly retainer cost for CRO

Kickoff Date

Existing accesses & assets:

CRO team needed on all client calls and slack channels: