Two-Step Growth Process

Uncover Correlation and Causation of Growth:

Analyzing Historical Data: We delve into historical data, considering various factors and market trends, to identify potential correlations.
Hypothesis Testing: Utilizing advanced statistical methods, we formulate and test hypotheses to establish statistical significance.
Discovering Growth Drivers: This stage is crucial to discovering the underlying factors that directly drive growth, allowing us to target efforts more effectively.

Scale Aggressively with Rapid Experimentation:

Strategic Planning: Armed with insights, we devise a strategic plan to validate our hypotheses.
Rapid Testing: We move quickly, optimizing processes, and responding to outcomes.
Accelerated Learning: Our method delivers more insights in one month than traditional methods yield in a year, ensuring that our clients stay ahead of the curve.

A Day in the Life of a CRO Account Manager 👩🏻‍💻🧑‍💻

As an Account Manager in the CRO division, our primary goal is to ensure the seamless execution of every growth idea presented to our clients, meeting high-quality standards within specified timelines. To achieve this, we create internal tickets for various tasks such as copy, design, development, or email, ensuring the smooth implementation of presented ideas.

Upon receiving completed tasks from our team, we conduct a thorough quality check to ensure all requirements are met. Then, we share the information with our growth leads for their feedback. Once approved by the Growth lead, we proceed to share the finalized task with the client and await their feedback before pushing the idea live.

As Account Managers, effective communication with clients is key. We take the responsibility of conveying the right message between our internal team and clients, fostering a collaborative and transparent environment.

MITs

Assertive communication with our internal and external team.
Ability to multitask and stay organized.
Understand the resources assigned to the POD and plan accordingly to meet the deadlines.
Attention to detail.

KPIs

Client Relationship: Keeps the client up to date, and keeps the team updated as well.
Resource management: Must be able to coordinate the resources accordingly in order to successfully meet the project needs.
Tools Management: Uses the comms tools accordingly, keeps an open communication with the internal and external team. Keeps her click up lists updated and reviews the notifications in a timely manner. As well as their slack.
Results: As a result of their management/coordination, they are able to meet the needs of the project in a timely and successful manner.

AM Glossary

Understanding the Conversion Rate Optimization (CRO) glossary is crucial for Account Managers as it facilitates effective communication, execution, and collaboration, ultimately driving successful conversion optimization deliverables and client satisfaction. Please find here the CRO Glossary

AM TOOLS

Gmail + G-Suite

Expectation:

Power Digital’s preferred email, calendar, and document storing software

Purpose:

Used for client/external email communication, creatings/editing and storing important documents, calendar management + creating meetings.

Email Signature

Setting up the company signature is important for brand consistency, professionalism, and credibility in all communications. It reflects the Power Digital's identity, fosters trust, and streamlines communication, enhancing brand visibility.

Email Alias

We have a few different versions of our email addresses which are called aliases. These are as follows:

Please login to your Gmail with the @powerdigitalmarketinginc.com email.
Follow these instructions to add your email aliases to your Power Digital email. While doing this, please set @powerdigital.com address as the main email, as this is what will match the email signature.

🤷 Why do we have so many email alias' and do they all work? As we grow and domains become available we have changed our emails to reflect those changes.

Slack

Purpose:

Slack is used as Power Digital’s communication platform to use internally and with clients for instant communication.

Expectation:

Regular usage: Timely communication to internal and external parties in Slack.
Set up: Be sure to please update your Slack profile with your photo, contact info and title. Please include a professional solo photo of yourself. Please refrain from using graduation photos that include a stole. When writing out your title, please include your department. EX: "Senior Strategist, Paid Social"

Slack Best Practices
Recommend downloading the Slack App to your dock vs. using https://slack.com/ in your browser.

ClickUp Basics

Introduction

First of all…What is ClickUp? It is a powerful tool that helps us stay organized, collaborate seamlessly with our team (and different departments), and manage tasks and projects efficiently. Think of it as your go-to platform for assigning tasks and keeping track of progress. It's like your virtual task manager, where you can easily delegate responsibilities, monitor who's doing what, and ensure nothing falls through the cracks.

Creating Client Lists and Templates in ClickUp

As you know, there are three execution departments within CRO:

Design
Email & Automation
Development
Copy

This document will teach you know to create client lists within ClickUp and how set default ticket templates for task creation purposes.

Creating Click-Up Tickets

ClickUp is the project management tool we use to manage tasks, documents and conversations within our CRO department.

This step-by-step documentation will help you understand how to create tasks/tickets within ClickUp.
Tip💡: the more information you provide in your tickets, the better.

Supernormal (AI Tool)

Taking comprehensive notes during client meetings is crucial for ensuring clarity and alignment between our team and the client. For this, we use Supernormal as a tool, which serves as a reliable reference, capturing key discussions, action items, and client preferences, demonstrating our commitment to their needs. These notes help prevent misunderstandings, facilitate effective follow-up, and contribute to building strong, trust-based relationships.

Shopify

With the majority of our clients utilizing Shopify, having a comprehensive grasp of this CMS is instrumental for offering tailored solutions, efficient communication, strategic guidance, troubleshooting, and gaining a competitive advantage. Mastery of Shopify enables us to deliver exceptional service, navigate e-commerce intricacies effectively, and drive growth for our clients' online storefronts.

Using the Shopify Customizer:

Log in to your Shopify account and go to your admin panel.
Click on "Online Store" from the left-hand menu and select "Themes."
Click on "Customize" to open the theme customizer.
You can customize various aspects of your website such as fonts, colors, layout, and more.
Use the menu on the left-hand side to select the section you want to customize.
Click on the element you want to edit and use the options on the right-hand side to make changes.
Preview the changes on the right-hand side and click "Save" to apply them.

Overall, Shopify is a user-friendly e-commerce platform that offers various functionalities to help businesses create and manage their online stores.

Shopify 101: From zero to hero⭐️

---> For more information on Account Manager onboarding and other valuable resources:

Please check Genie 🧞‍♀️—your go-to source for everything you need!
If you can't find what you're looking for in the training deck, feel free to reach out to the Director of Account Managers or your Client Success Team.

In the rest of the deck, you will find the following content: