Account Setup Checklistmail_outline

To help with your account setup, please email your Customer Success representative the following:

Completed User Worksheet

• This Worksheet assists your Customer Success representative in setting up the initial Users and Contacts in your account
• Additional Resources: 
  • Understanding User Roles and Contacts
  • User and Contact Worksheet

Creative Brief Form(s)

• This includes any existing Creative Briefs or Request Forms your organization is currently using, if still applicable
• Additional Resources:
  • eBook: Perfecting the Perfect Project Launch
  • Sample Creative Brief

Sample Content (optional)

• This includes examples of frequently routed creative assets to use during Team Trainings

Sample Process Documentation (optional)

• This could include a diagram or document describing your process for:
  • Requests
  • Projects (Tasks and Timelines)
  • Approval Routing