Process Owner: Kassandra Ferrante
Last Updated: March 2025
SOP Linked: HERE
Overview:
Contractors are an available resource to help you more efficiently manage your client load. Clients are a good fit for contracting if…
They are categorized as core at the company level OR
They are categorized as tier 1 at the department level
Feedback and revisions are limited; typically kept to 1-2 rounds with direct feedback
We often have all the collateral needed to execute a calendar before the start of the month
Scoping Contractor Deliverables:
All rates for Organic Social + Influencer deliverables are available in the Social Department Contractor Asana Board, in the “Overview” tab.
Contractor Workflow & Process:
Onboarding:
Submit tasks via the appropriate Asana Form:
Make sure you have prepared a “Social Client One-Sheeter”
NOTE: This must be completed prior to assigning any deliverable out to a contractor, you will drop the link to this document in your Task Submission Form.
Schedule a 30-minute brand training/onboarding session with contractor—note: this is not needed for repeat assignments
Monthly Workflow:
Submit Asana Task Request Form → once complete, Ellie/Sebas will assign out to you & your contractor with due dates in Asana
Note: This Asana Task should always be completed, even for repeat/monthly tasks
Tasks should be submitted at a minimum, 1 week prior to the due date—2 weeks preferred!
Upon receipt of subtask due dates, communicate & align with contractor on all due dates via a comment in the Parent Asana Task
Make sure you account for any travel/unavailability that the contractor may have, as well as a buffer for revisions (all contractor availability is updated in the “Contractors” section of the OS Contractor Board)
Tip: Add due dates & additional notes to consider in the “Additional Notes?” section of the Request Form
Contractor agreements include one round of revisions
Keep all revisions and discussion to the parent task in the Asana board
Subtask comments should be avoided
This includes internal or external revisions
Consider making small tweaks yourself if you expect the client to also provide additional feedback
Simple copy/caption revisions should be completed by strategists
Revisions provided by client should be scrubbed before providing to contractor
At least 3 business days notice should be provided for revisions before due date
Always provide the “why” when providing feedback
Content delivered by the contractor must be scrubbed by the strategist AND submitted through our internal QA process
Ensure your timelines allow for this review process
Contractor Invoicing:
Contractors should submit their invoices to Kass (kassandra.ferrante@powerdigitalmarketinginc.com) , Sebas (sebastian.baron@powerdigitalmarketing.com) and our AP team (ap@powerdigitalmarketing.com) by the 25th of each month
Sebas will approve so AP can submit
It is the contractor's responsibility to send invoices to accounting so they are paid on time. It can take up to 2 weeks for payment to be received once you send an invoice
General Tips & Best Practices:
Contractors are not expected to be client-facing or on the calls
Communication should be within the parent task of the assignment for easy track record.
Slack can be used for quick questions
Contractors often have other external responsibilities, so we need to be cautious of quick turnaround times; please try to allow for 2-weeks minimum for the production of calendars
ALWAYS escalate any contractor-related issues