Tools	Usage
Monday.com	Tracking of deliverables status and tokens available Planning of upcoming campaigns Comments or updates are also published in Monday.com
Slack	Fast communication (e.g. franchisee is late for a meeting, we want to validate minor points) We should not use Slack when we look for formal approval or confirmation (RBI policy 3 months retention)
Email	Primary communication channel for briefing and approvals
WhatsApp	Urgent communication only (e.g. issue with a campaign, request of last minute edits). We try to avoid leveraging direct communication channel as much as possible

Swich Monday.com > Airtable
Create Slack Channel > Caro & Ana

Briefing Process

Step 1 - Brief

...

Task	Owner	Day
Initial briefing delivered	Franchisee	D+0
Copy	Agency	D+2
Approval Copy	Franchisee	D+2
Deliver Translation	Franchisee	D+3/4
Design V1	Agency	D+5
Feedback	Franchisee	D+5
Design V2	Agency	D+6
Approval Design	Franchisee	D+6
Braze Integration	Agency	D+7
Test Email/Push	Agency	D+7
Approval Email/Push	Franchisee + RBI	D+7
Schedule	Agency	D+7
Go Live	Agency

Note

Regarding emails, we generally distinguish between 3 different email types:

Template emails
Email from the library
Ad Hoc Emails

The effort and expectations are different for each one of those and they are detailed below

Template Email

We have created a standard template, which is made of header, footer, visual, copy, CTA, which can be used for simple marketing campaign. Generally, the franchisee provides the visual (taken from the main marketing campaign) or the product visual and the text (if needed) is added by the agency

Image Added

Email from the Library

Once an email is being produced for a market, it is being added to the library and made available to all the other markets. The markets can decide to deploy an email from the library and the expectation is that they will do minimum edits to the email structure (e.g. translation of copy, change of product image and price) but there aren’t major changes in the email design

Image AddedImage Added

Ad Hoc Email

This is a net new email that the agency will produce based on a brief. An ad hoc email constitute of a new creative design of the template and the blocks within the template

Image Added

Step 3 - Testing

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Versions Compared

Old Version 7

New Version Current

Key

Briefing Process