Process Basics
We’ve developed robust processes and tools designed to help our team make the most of their time while delivering the best possible outcomes for clients. In this module, you’ll be introduced to agency workflows and some key platforms that are important to success in your role.
Section 1: Platforms & Tools Overview
Agency Platforms & Tools
Review this playbook for a quick overview of some of the most commons platforms and tools used by the Jairus team.
Agency Log-In Guide
This quick guide can serve as a reference for accessing some key platforms, tools and accounts related to your work.
Insights Check: Platforms & Tools
Help us understand which Jairus platforms & tools you've used before, so we can tailor additional onboarding to those you're less familiar with.
Section 2: Google Drive Usage
Google Drive Overview
Take a video tour of our Google Drive folder structure to better understand how we manage client files.
Google Drive Playbook
Take a deeper dive into the details of our Google Drive folder structure and learn how it's tied to client deliverables.
Checklist: Guide Google Drive Exploration
Gain hands-on experience navigating our Google drive structure to ensure you're comfortable finding and creating future folders and assets.
Insights Check: Google Drive
Confirm understanding of the Jairus Google drive structure and functionality
Section 3: Project Management Basics
Overview of Agency Workflows
Gain a high-level perspective of how projects move through the agency from start to finish.
Project Management at Jairus
Learn about the account team's role in project management at Jairus
Insights Check: Processes & Workflows Basics
Provide feedback on new insights into Jairus's workflows and project development processes
Section 4: Platform Access
Social/Digital Platform Access Meeting
Utilize this checklist to meet with our social/digital team and gain access to key agency platforms related to ad campaigns.
Logging into Jairus Social & Digital Ad Platforms
Walk through how to access your client's social & digital ad platforms
Checklst: Platform Access Confirmation
Complete this checklist to confirm you can access common platforms utilized by the Jairus team.