Where we have what company data
- Google drive: Files (our outputs, texts, etc.) but also more complex written offers in a document and also documents from the client.
(all CZCHGRP + clients have access according to their willingness) - Freelo: Specific tasks and outputs, including complexity, estimates, actual time spent.
(all CZCHGRP + clients have access according to their willingness) - Wiki: Functionality descriptions, procedures, but also specific project descriptions, what features are on what projects, etc.
(everyone has access from us) - One note:
- SEO & Marketing: Basis for content strategies (in the form of a kind of mindmap / placement of parts / devising and organizing data), from which we then develop a document in the drive
(with access to: Honza, Lea, Gábi, Naty, Zuzka S., Zuzka P., Karla) - Clients: Client registry, including mentions of calls, emails, meetings, but also discussions in Freelo (except for outright errors, so for example non-acute stuff, soft stuff like “client heard about this”, changes (so what goes through pricing)), the goal is to have all mentions and resulting outputs in one place
(have access: Honza, Lea, Dominik, Dan, Gábi, Naty, Zuzka S., Zuzka P., Karla) - Clients archive
- SEO & Marketing: Basis for content strategies (in the form of a kind of mindmap / placement of parts / devising and organizing data), from which we then develop a document in the drive
One note SEO & Marketing
Ideally here we deal with the first outputs, data organization, practically partly creative (for example for content strategies, newsletters, etc.) before we start to complete the document from these first outputs into a Google drive.
One note Clients
- A DEPARTMENT GROUP is created for each client (company), which bears the name of the client
- In this group of sections there are other sections according to the need and typical activities for a given client, where we record individual contacts with the client (e-mail, phone, freelo, discussions) in the style of: what was discussed, why, how it was agreed and what should follow
- Obecné
- Obsahy
- Newslettery
- Linkbuilding
- SEO
- ...
- Each page in the section should be called ........ (now how, don't let it be a damn mess :D)