} })

Standard Operating Procedure

Welcome to the team at Atticus Sumner!

This SOP will guide you through essential tools and platforms used in our operations. Familiarizing yourself with these resources will ensure smooth integration into our workflow.

Essential Websites

Our Production Website

Atticus Sumner Production Website

Our Academy Website

Atticus Sumner Academy Website

Using Sender as CRM

Sender serves as our Customer Relationship Management (CRM) platform, helping us manage communication with our audience effectively. Here’s a detailed overview of how we utilize Sender

 

1. Dashboard

  • Provides an overall view of our email campaigns, subscriber activity, and other key metrics.

2. Email Campaign

  • Create and send newsletters or any other email campaigns.
  • Customize content, schedule sending time, and track performance.
  • Get detailed insights into email delivery, open rates, click-through rates, and conversions.

3. SMS Campaign

  • Currently, we do not utilize this feature.
  • Sending SMS campaigns would require contact numbers, which we may consider in the future.

4. Subscribers

  • View details about our email list, including subscribers, unsubscribers, and other relevant metrics.
  • Gain insights into audience engagement to tailor our communication strategy.

Automation

  • Automate email workflows such as welcome emails, follow-ups, or triggered responses based on subscriber actions.
  • Current setup: When someone signs up with the academy, they receive a 30-day course over 30 days.

6. Form

  • Create custom forms and embed them on our website to capture leads or gather information.
  • Track form submissions and gather insights into user interactions.
Go to Sender

Accessing Files and Necessary Links in OneNote

  • Open OneNote and locate the 'Production Team' section.
  • Within 'Production Team', find and click on the 'Index' tab.
  • Under 'Index', locate 'File Location' to access file locations.
  • Similarly, locate 'Spreadsheet Links' to access spreadsheet resources.

Incorporating OneNote for Document Management

OneNote is pivotal for organizing and managing our documents efficiently. Here’s how we incorporate OneNote into our workflow

1. Centralized Document Repository

  • OneNote stores all completed files and documents for future reference.
  • Ensures easy access and seamless collaboration among team members.

2. Tab and Subtab Structure

  • Structured hierarchy using tabs and subtabs to organize documents.
  • Each tab represents a specific category or project, with subtabs breaking down content further.

3. Future Reference

  • Quick access to past projects, important documents, or valuable information.

Accessing Sales Call Leads

Effectively managing and accessing leads for sales calls is crucial. Here’s how to locate and utilize sales call leads stored in OneDrive:

  • Leads from email and social media interactions are stored in OneDrive.
  • Screenshots of chats and conversations with these leads are stored for reference and follow-up.
  • Access leads via the following link: OneDrive Sales Leads.

Creating and Managing Forms with JotForm

JotForm is a powerful tool for creating and managing various forms. Here’s how we utilize JotForm:

1. Accessing JotForm

  • Open your web browser and navigate to JotForm.
  • Log in with credentials to access the dashboard.

2. Navigating the Dashboard

  • Access all sections necessary for form creation and management.

3. Viewing All Forms

  • Manage existing forms, including editing, deleting, and viewing form entries.

4. Viewing Form Entries

  • View responses submitted through the forms.

5. Creating a New Form

  • Click on 'Create Form' from the dashboard.
  • Choose a template or start from scratch.
  • Customize the form using the drag-and-drop builder.
  • Save and publish the form by sharing the link or embedding it on your website.

     

    6. Managing Form Responses

    • View responses individually or download them for further analysis.
    • Utilize analytics tools to gain insights from collected data.

    7. Embedding Forms

    • Click on 'Publish' and choose the embed option.
    • Copy the embed code and paste it into your website’s HTML.

    8. Automation and Integrations

    • Integrate JotForm with email marketing platforms, CRM systems, and other tools to streamline workflows.
    Go to Jotform