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The Digital Agency Operating System
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The Digital Agency Operating System
The Digital Agency Operating System
Setup
Team Setup
Services Setup
Finance Setup
Clients Setup
Expenses Setup
Opportunities Setup
Sales Setup
Company
Departments
Team Directory
Services
Clients
Sales
CRM
Contacts
Clients
Company Social
Opportunities
Finance
Accounts Receivable
Accounts Payable
Expenses
HR
HR Data
Data
Business Data
Services Data
Sales Data
Invoices Data
Expenses Data
Tax Data
Finance Data
General Data
Support
HR
HR Data
Departments
Departments
4
Image
Name
Group Email
Staff
Teams
Image
Name
Group Email
Staff
Teams
1
Design
design@thirdwunder.com
Amy Gonzalez
Design
UX
Illustrator
Motion Graphics
UX/UI
Graphic design
2
Dev
dev@thirdwunder.com
Michael Warner
Development
Progamming
3
HR
hr@thirdwunder.com
Jane Marie Doe
HR
4
Marketing
marketing@thirdwunder.com
Rebecca Smith
Jenny Flowers
Ali Bokesmati
Jane Doe
Janice Doe
Social Media
Content Creation
SEO
Digital Strategy
SEO
Content
Copywriting
Analytics
PR
5
Operations
operations@thirdwunder.com
Jone Jones
Joe Dane
Operations
6
Product Management
productmanagement@thirdwunder.com
Product management
7
Sales
sales@thirdwunder.com
Doe Jane
Joe Dane
Lead conversion
Cx Retention
Lead generation
There are no rows in this table
Teams
Teams
4
Name
Departments
Team Lead
Staff
Name
Departments
Team Lead
Staff
1
Analytics
Marketing
Jane Doe
Jane Doe
2
Content
Marketing
Janice Doe
Jane Doe
3
Content Creation
Marketing
Jone Jones
Rebecca Smith
Jenny Flowers
Ali Bokesmati
4
Copywriting
Marketing
Jane Doe
Jane Doe
Janice Doe
5
Cx Retention
Sales
Doe Jane
6
Design
Design
Jone Jones
Amy Gonzalez
7
Development
Dev
Jone Jones
Michael Warner
8
Digital Strategy
Marketing
Jone Jones
9
Graphic design
Design
10
HR
HR
Jane Marie Doe
Jane Marie Doe
11
Illustrator
Design
12
Lead conversion
Sales
Doe Jane
13
Lead generation
Sales
Joe Dane
14
Motion Graphics
Design
15
Operations
Operations
Jone Jones
Joe Dane
16
PR
Marketing
Jane Doe
17
Product management
Product Management
18
Progamming
Dev
19
SEO
Marketing
Jone Jones
Ali Bokesmati
20
SEO
Marketing
Jane Doe
21
Social Media
Marketing
Rebecca Smith
Rebecca Smith
Ali Bokesmati
22
UX
Design
Jone Jones
23
UX/UI
Design
There are no rows in this table
Staff
Staff
7
ID
People
Image
Name
Role
Start Date
End Date
DOB
Work Email
Personal Email
Work Phone
Personal Phone
Manager
Departments
Teams
Years
Expertise
Assets
Bio
Short Bio
ID
People
Image
Name
Role
Start Date
End Date
DOB
Work Email
Personal Email
Work Phone
Personal Phone
Manager
Departments
Teams
Years
Expertise
Assets
Bio
Short Bio
1
1
Jone Jones
President
20/08/2014
15/07/1982
jonejones@company.com
jonejones@personal.com
+1 (312) 333-2222
+1 (312) 222-3333
Operations
Operations
8
Content Strategy
SEO Strategy
Persona Development
Logo Design
UX Design
Brand Style Guide
Web Development
Site Audit & Optimization
Competitive Analysis
Email Marketing Strategy
SEM Strategy
Digital Marketing Strategy
Conversion Rate Optimization
Web Design
Naming
E-Commerce Landing Pages
Customer Journey Mapping
Campaign Landing Page
Google Marketing Integration
Email Marketing & CRM Integrations
Show 2 more
iPhone 13 Pro
AirPods Pro
LG Monitor
Apple Magic Keyboard
Open
Open
2
10
Rebecca Smith
Content Creator
21/10/2020
06/07/1994
rebeccasmith@company.com
rebeccasmith@personal.com
+1 (312) 234-3969
+1 (312) 234-4029
Jone Jones
Marketing
Content Creation
Social Media
2
Hashtag Research
Community Management
Social Editorial & Publishing
Social Media Strategy
Open
Open
3
11
Amy Gonzalez
Designer
05/01/2021
20/06/1986
amygonzalez@company.com
amygonzalez@personal.com
+1 (312) 498-6666
+1 (312) 888-8888
Jone Jones
Design
Design
2
Logo Design
Brand Style Guide
Web Design
Open
Open
4
12
Michael Warner
Developer
12/01/2021
31/03/1989
michaelwarner@company.com
michaelwarner@personal.com
+1 (312) 111-1212
+1 (312) 757-7777
Jone Jones
Dev
Development
2
Web Development
E-Commerce Landing Pages
Campaign Landing Page
Email Marketing & CRM Integrations
Open
Open
5
14
Jenny Flowers
Copywriter
20/05/2021
19/03/1997
jennyflowers@company.com
jennyflowers@personal.com
+1 (312) 812-2121
+1 (312) 282-8218
Jone Jones
Marketing
Content Creation
2
Content Strategy
Site Content Copywriting
Blog Editorial & Copywriting
Newsletters
Open
Open
6
15
Ali Bokesmati
Marketing Coordinator
06/09/2021
25/08/1994
alibokesmati@company.com
alibokesmati@personal.com
+1 (312) 333-3333
+1 (312) 224-3323
Jone Jones
Marketing
Social Media
Content Creation
SEO
1
Digital Marketing Strategy
Site Content Copywriting
Blog Editorial & Copywriting
Social Editorial & Publishing
Newsletters
Email Campaigns & Automation
Open
Open
7
1
Jane Doe
Marketing Manager
01/12/2022
23/01/1997
marketing@thirdwunder.com
janedoe@gmail.com
514-111-1111
678-999-8212
Jane Marie Doe
Marketing
SEO
Content
Copywriting
Analytics
PR
0
Open
Open
8
2
Jane Marie Doe
Human Resources
14/04/2022
10/01/1996
hr@thirdwunder.com
janemariedoe@gmail.com
514-111-1112
678-999-8213
Jane Marie Doe
HR
HR
1
Open
Open
9
3
Doe Jane
Sales
14/04/2022
23/01/1997
sales@thirdwunder.com
doejane@gmail.com
514-111-1113
678-999-8215
Jane Marie Doe
Sales
Lead conversion
1
Open
Open
10
4
Janice Doe
Copywriter
14/04/2022
23/01/1997
janiecedoe@thirdwunder.com
janicedoe@gmail.com
514-111-1114
678-999-8214
Jane Marie Doe
Marketing
Copywriting
1
Open
Open
11
5
Joe Dane
Accounts manager
14/04/2022
23/01/1997
joedane@thirdwunder.com
joedane@gmail.com
514-111-1115
678-999-8216
Jane Marie Doe
Sales
Operations
Operations
Lead generation
1
Open
Open
There are no rows in this table
Staff Emergency Contacts
Staff Emergency Contacts
2
Staff
Name
Email
Phone
Relationship
Staff
Name
Email
Phone
Relationship
1
Jane Doe
Uncle doe
uncledoe@gmail.com
555-714-7557
Uncle
2
Jane Marie Doe
Husband doe
husbanddoe@gmail.com
555-714-7557
husband
3
Doe Jane
brother doe
brotherdoe@gmail.com
555-714-7454
brother
4
Janice Doe
sister doe
sisterdoe@gmail.com
555-714-5989
sister
5
Joe Dane
father doe
fatherdoe@gmail.com
555-714-5989
father
There are no rows in this table
Assets
Assets
2
Name
Staff
Brand
Serial #
Model #
Vendor
Purchase Date
Purchase Price
Purchase Receipt
Warranty Exp. Date
Warranty #
Warranty Doc
Category
Location
Notes
Status
Name
Staff
Brand
Serial #
Model #
Vendor
Purchase Date
Purchase Price
Purchase Receipt
Warranty Exp. Date
Warranty #
Warranty Doc
Category
Location
Notes
Status
1
iPhone 13 Pro
Jone Jones
Apple
N712WM949C
Apple
24/09/2021
$1,539.00
29/09/2023
970248121013122
Phone
Open
Covered
2
AirPods Pro
Jone Jones
Apple
GX2CN4XNLKKT
Apple
14/07/2020
$329.00
13/07/2022
970248320004875
Accessory
Open
Expired
3
LG Monitor
Jone Jones
LG
Costco
01/03/2022
$500.00
Open
Not Covered
4
Apple Magic Keyboard
Jone Jones
Apple
Apple
01/01/2022
$180.00
01/04/2022
Open
Expired
There are no rows in this table
Gallery
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