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CM Playbook
The CM Process Overview
CM Roles & Responsibilities
Clients
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Operations
Responsibilities (Ops Manager)
Keeping projects on track
Client onboarding
Client communications (lots lol)
Team delegations (plans projects, assigning tasks, putting everything together, creative inputs and follow ups)
Keeping danielle on track too
Spearheads Video Production
Slides creations
Quality assurance
Mainly handles revisions too after the initial output
Platform setups
Start to finish i.e
landing pages, content uploads, setting up offers and email drips
Handles revisions
Client off boarding
Sends canva templates, pdfs, videos for the client’s copy
Documentation i.e Screen records finished landing pages, organizing in google drive etc.
Other admin tasks:
Checks scripts, worksheets, designs and landing pages copies to keep watch of having the client expectations met
Checks raw recordings assets and updates scripts accordingly if the client adlibs etc.
Handling social media if needed i.e scheduling
Staff payroll (weekly)
Keeps track of company cash flow esp. Expenses (quarterly)
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