CRO Audits
3 Types:
Paid CRO Audits - clients have paid us to complete the audit as a standalone project or as part of a larger scope
Usually run through the CRO Audits asana board
Paige manages + tasks out to Nash to assign to GLs
Usually need a custom deck + have a specific focus
GLs present
New Biz (Ned) - Ned’s leads that ONLY want a CRO audit no other channels
Run through the CRO Audits asana board
Paige manages + tasks out to 2 admin people who complete the template decks for Ned who reviews + presents
Issue: B2B/Lead Gen audits - not as clear cut - assigned back to Sarah before Ned to help wrap up the slides
All audits saved in this folder
New Biz Cross Channel Appraisals - new biz opportunities in which CRO is part of the larger channel mix
Run through the Appraisal 2.0 asana board
Tasks are assigned to Paige for visibility and she tasks out.
Made a new template which ideally doesn’t require CRO GLs to complete
Notes:
Audits and appraisals are used interchangeably
We need to ensure if someone makes a deck it is shared w/ the entire company and saved in the CRO audits folder. This way if someone is out anyone can jump in + access the deck
Appraisal Process
Appraisal Notification + Staffing:
Responsibility: Paige FauntLeRoy
Channel: Direct message to Nash with Sarah Makinaci and Alex James in it
Action:
- Paige will notify Nash of the appraisal by tagging her in the Asana task and sending the conversation to the appraisal Slack channel.
- Nash to review the 'Appraisals' tab in this sheet and determine which GL can handle this, considering the bandwidth within each pod.
- Nash to assign the GL to the Asana task and add them on the slack channel.Details: Follow the Template Slides to complete the Appraisal.
Adding the CRO hours to BP
Responsibility: AD/GL assigned to create the Appraisal
Channel: Appraisal Channel
Action: CRO Lead to add in the CRO hours to the BP. The Sales Lead will share the BP so that the CRO Lead can add the “CRO with Dev” snippet as the default.
Details: Steps to Add the snippet on the BP:
1. Click on the “Strategies & Pricing” tab.
2. Select "Add Strategy."
3. Search for and select the “CRO with Dev” snippet.
4. Click "Next" at the bottom right and save it.
Process Owner: Nash Akel
Last Updated: 8/27/24