Employee Resources

Employee Training

Introduction to Our Company and Culture (Need Video)

Expectations (Need Video)

Systems and operation overview (Need Video)

Google

Gmail

Calendar

Drive

 

Sales Team

Base

Creating leads and contacts

Deals and stages

Tracking sales and progess

Link with with Quoteroller and Trello

Quoteroller

Catalog

Proposal Templates

Created out of Base

 

Accounting and Finance Team

Quickbooks (https://help.quickbooks.intuit.com/#topic2)

 

Creative Team

Production System Overview – (>)

Trello – (Need Video)

Main Points

Account setup and application

3 boards (Recurring, internal and production)

Work organized by timeline to complete

Updated everyday / Moved to appropriate Column

Base

Purpose and account setup

Contact information created

Passwords and information stored about clients

Web Design Process

Web Design Process

Setting up a domain with Godaddy

Installing WordPress

Installing a Theme

Dashboard explained

Adding pages from a work order

Menu construction

Chrome CSS

Video Production Process