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SOP: SOP: Client Drive Folders

  • Use Client Template folder to copy/paste for new clients into Active Clients
  • At a minimum the Client sub-folders should include the following
    • Blog Posts (all blog posts for the client will be stored here, with the proper title/naming convention, and this will be the source of truth for the most recent version of content)
    • Website Content
    • Profile photos/headshots
    • Brand Assets (this is shared with the client to upload logos, images, videos)
  • Move all past or inactive clients into the Inactive Clients folder. This is to be checked monthly by Account Strategist.