Owned by: Dani Powell + Sam Kress
Last Updated: November 2024
Pivots Process SOP: HERE
Process:
AD and AM to identify pivot based on client needs and/or performance.
AD to connect with GD to outline recommended pivot based on the challenge.
GD to determine whether or not a pivot is necessary.
If pivot is due to a specific activation channel’s performance and/or strategy, GD/AD should connect with the respective department head to conduct an audit and/or evaluate the need for pivot.
Respective department heads will conduct strategy and performance audit of the channel to determine whether a pivot is needed, or if a strategy overhaul or potentially a team change will suffice.
If audit findings determine that strategy changes are needed, and pivot might be premature, recap all findings and actions to GD, AD, AM, and strategy lead to review with client and implement.
If audit findings determine that the service is not a fit, AD will work alongside GD to identify what service we should be pivoting to.
You will need to create a new Blueprint for any Pivots. Find the original Blueprint for the client that you’re executing a pivot for and duplicate make the respective adjustments for the months in which the pivot / services are changing.
Note: this is the new process as of 9/1/24, for both package pricing blueprints and old hourly blueprints.
For old hourly pricing, you will need to duplicate the “won” BP, rename as a “pivot” , make the appropriate adjustments and drop in the pivots channel.
For package pricing, if the BP is marked as “won” you will duplicate the BP and assign to a new pillar “Addendum” to make the respective adjustments.
Note: If the service is not a 1:1 pivot based on the service/package pricing that will incur an additional fee, you will then include the additional cost into the addendum, in addition to the services we’re removing and the services we’re adding.
Once finalized, you’ll follow the same process of creating a new template for the addendum.
Add in the relevant details for the client/pivot and send to GD for review and send the PDF to the client via DocuSign for signature.
Once signed, deploy in the #client_pivots slack channel.
Addendum Templates:
Pivot Addendum template can be found below:
Blueprint to be created in novaBlueprints
Respective Department Heads to Contact for Strategy and Performance Audit:
Paid Media:
Alex Fleming
Leah DeKok
Paid Social (META + Pinterest):
Alex Quinn Smith
Brenna Gardner
Programmatic:
Trevor Jones
Katelyn Larson
TikTok:
Jenny Stiles
Isabelle Katz (Davis)
Retail/Amazon:
Katie Davis
Jeremy Way
Joe Selzer
Lifecycle Marketing:
Melissa Damas
Samantha Philbrick
Alex James
Creative:
Joe Hollerup
Kirstie Pratt
Data Intelligence:
Bryce Hamlin
Scott Zakrajsek
CRO:
Nash
Dani Coutlet
Web Dev:
John Saunders
Organic Search
Kendall Brennan
Sean Dilger
Brooke Neuman
PR/Affiliate:
Lauren Flanagan
Hallie Greenberg