SS AE/AM Workflow

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Across
  1. 2. When applicable, a client should sign the LOA or this.
  2. 5. This Customer Service team handles jobs from contracted clients who have committed to centralizing their signage with Benson.
  3. 7. A folder should always be created here for each project so that all necessary forms and documents can be saved and located in one place.
  4. 9. After the initial call with the client, the AE/AM should send out any necessary forms and the Benson Signs Client and Process _____.
  5. 13. The quote should not only include products in the project scope but these as well. (i.e. art, shipping, estimated permitting, DDR, install, etc.)
  6. 14. In Pace, you'll convert this into a job.
  7. 15. The AE/AM should ensure the Concept Proof and this match.
Down
  1. 1. The AE/AM should bill this using the PS Billing Summary Report in Pace.
  2. 3. DDR stands for Due _____ Report.
  3. 4. This team will create the design for any naming, branding or logos, if needed.
  4. 6. If we cannot use one of our standard vendors for a survey,location plan or evac plan, this team should research vendor options for the AE/AM.
  5. 8. Before getting started, the AE/AM should set up a meeting with the client to discuss this.
  6. 10. Opportunities are tracked here until we know if Benson will get the business or not.
  7. 11. This Customer Service team handles jobs from contracted clients who do one-off signage with Benson and all non-contracted clients.
  8. 12. Jobs are opened in this system.