{"id":16681,"date":"2019-03-05T08:12:19","date_gmt":"2019-03-05T08:12:19","guid":{"rendered":"https:\/\/www.process.st\/templates\/marketing-manager-daily-master-checklist\/"},"modified":"2024-02-28T22:27:19","modified_gmt":"2024-02-28T22:27:19","slug":"marketing-manager-daily-master-checklist","status":"publish","type":"post","link":"https:\/\/www.process.st\/templates\/marketing-manager-daily-master-checklist\/","title":{"rendered":"Marketing Manager &#8211; Daily Master Checklist"},"content":{"rendered":"<section id=\"review-the-alert-report--takes-1-minute\">\n<h2>Review the Alert report - takes 1 minute<\/h2>\n<div class=\"image-content\">\n<figure> <a href=\"https:\/\/www.process.st\/templates\/wp-content\/uploads\/2024\/02\/ve8qk1eqNgfrzNWizL5P_Q.png\" alt=\"Support take screenshot of what the Alert report looks like\" target=\"_blank\" rel=\"noopener\"> <img decoding=\"async\" loading=\"lazy\" src=\"https:\/\/www.process.st\/templates\/wp-content\/uploads\/2024\/02\/ve8qk1eqNgfrzNWizL5P_Q.png\"> <\/a><figcaption>\n     Support take screenshot of what the Alert report looks like<br \/>\n   <\/figcaption><\/figure>\n<\/p><\/div>\n<div class=\"image-content\">\n<figure> <a href=\"https:\/\/www.process.st\/templates\/wp-content\/uploads\/2024\/02\/v66-ZfwaWg-DBrBmJN5AoQ.png\" alt=\"Support take a screenshot of what the Alert report looks like for a project this the red map in the top right hand\" target=\"_blank\" rel=\"noopener\"> <img decoding=\"async\" loading=\"lazy\" src=\"https:\/\/www.process.st\/templates\/wp-content\/uploads\/2024\/02\/v66-ZfwaWg-DBrBmJN5AoQ.png\"> <\/a><figcaption>\n     Support take a screenshot of what the Alert report looks like for a project this the red map in the top right hand<br \/>\n   <\/figcaption><\/figure>\n<\/p><\/div>\n<\/section>\n<section id=\"check-marketing-meeting-minutes-and-complete-tasks\">\n<h2>Check marketing meeting minutes and complete tasks<\/h2>\n<div class=\"text-content\">\n<p><a href=\"https:\/\/cgfb.sharepoint.com\/:w:\/r\/sites\/ActionPlans2021\/_layouts\/15\/Doc.aspx?action=edit&amp;sourcedoc=%7B292647c8-f8cf-4cc0-808d-84bc02caaa37%7D&amp;wdOrigin=TEAMS-ELECTRON.teamsSdk.openFilePreview&amp;wdExp=TEAMS-CONTROL\" rel=\"nofollow noopener\" target=\"_blank\">https:\/\/cgfb.sharepoint.com\/:w:\/r\/sites\/ActionPlans2021\/_layouts\/15\/Doc.aspx?action=edit&amp;sourcedoc=%7B292647c8-f8cf-4cc0-808d-84bc02caaa37%7D&amp;wdOrigin=TEAMS-ELECTRON.teamsSdk.openFilePreview&amp;wdExp=TEAMS-CONTROL<\/a><\/p>\n<p>GCONS - Sales Reports - Lead Generation Report - Procedure Panel, Marketing Minutes\/agenda<\/p>\n<\/p><\/div>\n<\/section>\n<section id=\"search-the-project-qa-report-look-at-all-unanswered-questions\">\n<h2>Search the Project Q\/A report look at all unanswered questions<\/h2>\n<div class=\"image-content\">\n<figure> <a href=\"https:\/\/www.process.st\/templates\/wp-content\/uploads\/2024\/02\/jv3UcP6og7AEgsF62f5DPQ.png\" alt=\"Go to info@cgfb.com.au inbox - > 9 Report Folder - > Project Question Answer Report <\/p>\n<p>In the last column the Question who are unanswered having the status as &quot;Unanswered&quot;\" target=\"_blank\"> <img decoding=\"async\" loading=\"lazy\" src=\"https:\/\/www.process.st\/templates\/wp-content\/uploads\/2024\/02\/jv3UcP6og7AEgsF62f5DPQ.png\"> <\/a><figcaption>\n     Go to info@cgfb.com.au inbox - &gt; 9 Report Folder - &gt; Project Question Answer Report In the last column the Question who are unanswered having the status as \"Unanswered\"<br \/>\n   <\/figcaption><\/figure>\n<\/p><\/div>\n<\/section>\n<section id=\"action-emails-using-agreed-procedures\">\n<h2>Action emails using agreed procedures<\/h2>\n<div class=\"text-content\">\n<p>When we do any task and required any Procedure then you will find Procedure in Template Master List in GCON<\/p>\n<\/p><\/div>\n<div class=\"image-content\">\n<figure> <a href=\"https:\/\/www.process.st\/templates\/wp-content\/uploads\/2024\/02\/mZEdN4954da8ecj3UxZNlA.png\" alt=\"for example MS 45 Task - Planning Assessment Proposal - Procedure\" target=\"_blank\" rel=\"noopener\"> <img decoding=\"async\" loading=\"lazy\" src=\"https:\/\/www.process.st\/templates\/wp-content\/uploads\/2024\/02\/mZEdN4954da8ecj3UxZNlA.png\"> <\/a><figcaption>\n     for example MS 45 Task - Planning Assessment Proposal - Procedure<br \/>\n   <\/figcaption><\/figure>\n<\/p><\/div>\n<\/section>\n<section id=\"log-significant-and-or-relevant-questions-and-answers-in-the-project-qas\">\n<h2>Log significant and or relevant questions and answers in the project Q&amp;As<\/h2>\n<div class=\"text-content\">\n<p>Set aside upto15 minutes to review the previous days and or shifts emails sent to customers. If there are subject matters or questions that you feel should be logged into the relevant&nbsp; project Q\/A then please do this.<\/p>\n<p>The most efficient way to do this forward to the <a href=\"mailto:support@cgfb.com.au\" rel=\"nofollow noopener\" target=\"_blank\">support@cgfb.com.au<\/a> highlight the question and or answer.&nbsp;<\/p>\n<p>These can be rhetorical questions such as Question: <span style=\"background-color: #fce8a7;\">&nbsp;Can we fast track the planning process<span>?&nbsp; &nbsp; <span style=\"background-color: #ffd0b9; color: #333333;\">Answer: This is not possible we are afraid?&nbsp;<\/span><\/span><\/span><\/p>\n<\/p><\/div>\n<\/section>\n<section id=\"return-all-customer-phone-calls\">\n<h2>Return all customer phone calls<\/h2>\n<div class=\"text-content\">\n<p>If you have a mobile phone attached to your position then its expect that you will return calls per shift.<\/p>\n<p>If a message that comes from the 1300 number is forwarded for your action its a requirement for you to return that customer call.<\/p>\n<p>If you return the customers call you must log the call result in the Sales Follow Up&nbsp;<\/p>\n<\/p><\/div>\n<\/section>\n<section id=\"complete-tasks-and-subtask-related-to-projects\">\n<h2>Complete tasks and sub-task related to projects<\/h2>\n<div class=\"text-content\">\n<p>Using the relevant reports generated on daily basis these being:<\/p>\n<ol>\n<li><span>Planning Assessment Report: Convert Booking the Planning Assessment Report&nbsp;<\/span><\/li>\n<li><span>Proposal Checklist Report: Convert Tracking the progress of Proposals&nbsp;<\/span><\/li>\n<li><span>Construction Report: Inclusions and Operations team tracking the progress of the Operations team<br \/><\/span><\/li>\n<\/ol>\n<p><span>You would review the Reports that are relevant to you and your stream ensuring that tasks are completed when possible.&nbsp;<\/span><span><\/span><\/p>\n<\/p><\/div>\n<\/section>\n<section id=\"check-development-tasks-in-asana\">\n<h2>Check development tasks in ASANA<\/h2>\n<div class=\"text-content\">\n<p>Logging on to ASANA and checking the development work that might have been logged for you or comments relating to tasks you are following or assigned to.<\/p>\n<\/p><\/div>\n<div class=\"image-content\">\n<figure> <a href=\"https:\/\/www.process.st\/templates\/wp-content\/uploads\/2024\/02\/lAntIrDGDpBk0kkvMf9OaQ.png\" alt=\"Check development tasks in ASANA\" target=\"_blank\" rel=\"noopener\"> <img decoding=\"async\" loading=\"lazy\" src=\"https:\/\/www.process.st\/templates\/wp-content\/uploads\/2024\/02\/lAntIrDGDpBk0kkvMf9OaQ.png\"> <\/a><br \/>\n  <\/figure>\n<\/p><\/div>\n<\/section>\n<section id=\"if-you-are-responsible-for-tasks--checking-if-there-are-task-qas-that-need-to-be-actioned\">\n<h2>If you are responsible for tasks - checking if there are task Q\/A's that need to be actioned<\/h2>\n<div class=\"image-content\">\n<figure> <a href=\"https:\/\/www.process.st\/templates\/wp-content\/uploads\/2024\/02\/j09wI4sJC7t6JsmPCepM_Q.png\" alt=\"Check Project Question and Answer Report received in info@cgfb.com.au\" target=\"_blank\" rel=\"noopener\"> <img decoding=\"async\" loading=\"lazy\" src=\"https:\/\/www.process.st\/templates\/wp-content\/uploads\/2024\/02\/j09wI4sJC7t6JsmPCepM_Q.png\"> <\/a><figcaption>\n     Check Project Question and Answer Report received in info@cgfb.com.au<br \/>\n   <\/figcaption><\/figure>\n<\/p><\/div>\n<div class=\"text-content\">\n<p>If you are responsible for the Question then search for the Position and action Unanswered Question&nbsp;<\/p>\n<\/p><\/div>\n<div class=\"image-content\">\n<figure> <a href=\"https:\/\/www.process.st\/templates\/wp-content\/uploads\/2024\/02\/sUiNHbxRx7BxIzcOBVBDxg.png\" alt=\"If you are responsible for tasks - checking if there are task Q\/A's that need to be actioned\" target=\"_blank\" rel=\"noopener\"> <img decoding=\"async\" loading=\"lazy\" src=\"https:\/\/www.process.st\/templates\/wp-content\/uploads\/2024\/02\/sUiNHbxRx7BxIzcOBVBDxg.png\"> <\/a><br \/>\n  <\/figure>\n<\/p><\/div>\n<\/section>\n<section id=\"email-completed-process-street-checklists-daily-day-specific-and-weekly\">\n<h2>Email completed process street checklists daily, day specific and weekly<\/h2>\n<div class=\"multi-select-content form-field-content\">\n<ul class=\"items\">\n<li class=\"item\">\n<div class=\"step-number-container\">\n<div class=\"step-number\">\n       1\n     <\/div>\n<\/p><\/div>\n<div class=\"step-checkbox-container\">\n<div class=\"step-checkbox\"><\/div>\n<\/p><\/div>\n<div class=\"item-name-static\">\n      Go to Process Street Checklist in GCON\n    <\/div>\n<\/li>\n<li class=\"item\">\n<div class=\"step-number-container\">\n<div class=\"step-number\">\n       2\n     <\/div>\n<\/p><\/div>\n<div class=\"step-checkbox-container\">\n<div class=\"step-checkbox\"><\/div>\n<\/p><\/div>\n<div class=\"item-name-static\">\n      Then complete the Day Wise Checklist and Master Daily Checklist\n    <\/div>\n<\/li>\n<li class=\"item\">\n<div class=\"step-number-container\">\n<div class=\"step-number\">\n       3\n     <\/div>\n<\/p><\/div>\n<div class=\"step-checkbox-container\">\n<div class=\"step-checkbox\"><\/div>\n<\/p><\/div>\n<div class=\"item-name-static\">\n      Download the both Checklist in PDF format from Process Street Checklist\n    <\/div>\n<\/li>\n<li class=\"item\">\n<div class=\"step-number-container\">\n<div class=\"step-number\">\n       4\n     <\/div>\n<\/p><\/div>\n<div class=\"step-checkbox-container\">\n<div class=\"step-checkbox\"><\/div>\n<\/p><\/div>\n<div class=\"item-name-static\">\n      Send the Day Wise Checklist and Master Daily Checklist at clientservices@cgfb.com.au\n    <\/div>\n<\/li>\n<\/ul><\/div>\n<\/section>\n<section id=\"check-and-read-the-staff-bulletin-section-of-gcons\">\n<h2>Check and read the Staff Bulletin Section of GCONS<\/h2>\n<div class=\"text-content\">\n<p><span>On a regular&nbsp;basis, the business will post important information&nbsp;on the staff bulletin section of GCONS.<\/span><\/p>\n<p><span>Each shift you need to log in and download new bulletins and then confirm that you understand the content of the staff bulletin.&nbsp;<\/span><\/p>\n<p><span>you can find the guide here:<\/span><\/p>\n<p><span>http:\/\/www.deckquotes.com.au\/files\/cgfb_guide\/How_to_use_the_staff_bulletin.docx<\/span><\/p>\n<\/p><\/div>\n<\/section>\n","protected":false},"excerpt":{"rendered":"<p>Review the Alert report - 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