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In this document we summarize the current processes as part of the RBI CRM Services. This has the objective to map the workflow as of today and identify improvements areas |
Agenda
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Best Practices
Please ensure that RBI (aelleni@rbi.com) is copied in all the communication with the franchisee
Please avoid discussing invoicing/financial in front of the franchisee. Any issue with budget, or payment should be discussed separately with agency and RBI only
We refer at franchisee requests on deliverables as token. Each deliverable has a “fixed” token value associated. This allows RBI and the franchisee to manage the requests according to the budget dedicated to each market.
We can’t disclose data from one market to the other, unless we anonymize the country name or we have received permission
On a monthly basis, we should perform a clean up of all the tools:
Remove completed items from Monday.com
Archive campaigns in Braze that are ended
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