All
Forms
Customer Surveys

Photography

Producer Recap

Deliverable Submission for Websites

Lost Sale

1) Salesperson loses the sale



2) Salesperson pulls this survey up



3) Salesperson calls and asks these questions directly of the customer



4) Salesperson fills out themselves

Kick-Off

1) Project Manager schedules Kick-Off Call



2)Project Manager fills this out in real-time during Kick-off



3) Project Manager receives email with results and forward to Creative Director / Post-Supervisor

Production Experience

1) Project Manager emails survey to client.



2) Project Manager contacts Line Producer to provide feedback.

Post Experience

1) Project Manager emails survey to client.



2) Project Manager and Post-Supervisor receives results via email



3) Project Manager contacts Post-Supervisor for feedback

Follow-Up

1) Sales Associate checks deliverables inbox



2) Sales Associate schedules MethodCRM task for Account Exec two months from deliverable date.



3) Account Exec calls Customer and fills out survey in real-time.



4) Account Exec forwards email results to Project Manager for feedback