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The Digital Agency Operating System
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The Digital Agency Operating System
The Digital Agency Operating System
The Digital Agency Operating System
Setup
Team Setup
Services Setup
Finance Setup
Clients Setup
Expenses Setup
Opportunities Setup
Sales Setup
Company
Departments
Team Directory
Services
Clients
Sales
CRM
Contacts
Clients
Company Social
Opportunities
Finance
Accounts Receivable
Accounts Payable
Expenses
HR
HR Data
Data
Business Data
Services Data
Sales Data
Invoices Data
Expenses Data
Tax Data
Finance Data
General Data
Support
Setup
Team Setup
Setup your departments, teams and staff information
Now
it's time to setup your Departments, Teams and add all your Staff.
You can include as much or as little information based on the size of your teams.
Departments
Clear Departments
Image
Name
Group Email
Image
Name
Group Email
1
Design
design@thirdwunder.com
2
Dev
dev@thirdwunder.com
3
HR
hr@thirdwunder.com
4
Marketing
marketing@thirdwunder.com
5
Operations
operations@thirdwunder.com
6
Product Management
productmanagement@thirdwunder.com
7
Sales
sales@thirdwunder.com
There are no rows in this table
Teams
Clear Teams
Teams Setup
Teams Setup
1
Departments
Name
Departments
Name
1
Design
Design
2
Design
UX
3
Design
Illustrator
4
Design
Motion Graphics
5
Design
UX/UI
6
Design
Graphic design
7
Dev
Development
8
Dev
Progamming
9
HR
HR
10
Marketing
Social Media
11
Marketing
Content Creation
12
Marketing
SEO
13
Marketing
Digital Strategy
14
Marketing
SEO
15
Marketing
Content
16
Marketing
Copywriting
17
Marketing
Analytics
18
Marketing
PR
19
Operations
Operations
20
Product Management
Product management
21
Sales
Lead conversion
22
Sales
Cx Retention
23
Sales
Lead generation
There are no rows in this table
Staff
Clear Staff
ID
Image
Name
Role
Start Date
DOB
Work Email
Personal Email
Work Phone
Personal Phone
Departments
Teams
ID
Image
Name
Role
Start Date
DOB
Work Email
Personal Email
Work Phone
Personal Phone
Departments
Teams
1
1
Jone Jones
President
20/08/2014
15/07/1982
jonejones@company.com
jonejones@personal.com
+1 (312) 333-2222
+1 (312) 222-3333
Operations
Operations
2
10
Rebecca Smith
Content Creator
21/10/2020
06/07/1994
rebeccasmith@company.com
rebeccasmith@personal.com
+1 (312) 234-3969
+1 (312) 234-4029
Marketing
Content Creation
Social Media
3
11
Amy Gonzalez
Designer
05/01/2021
20/06/1986
amygonzalez@company.com
amygonzalez@personal.com
+1 (312) 498-6666
+1 (312) 888-8888
Design
Design
4
12
Michael Warner
Developer
12/01/2021
31/03/1989
michaelwarner@company.com
michaelwarner@personal.com
+1 (312) 111-1212
+1 (312) 757-7777
Dev
Development
5
14
Jenny Flowers
Copywriter
20/05/2021
19/03/1997
jennyflowers@company.com
jennyflowers@personal.com
+1 (312) 812-2121
+1 (312) 282-8218
Marketing
Content Creation
6
15
Ali Bokesmati
Marketing Coordinator
06/09/2021
25/08/1994
alibokesmati@company.com
alibokesmati@personal.com
+1 (312) 333-3333
+1 (312) 224-3323
Marketing
Social Media
Content Creation
SEO
7
1
Jane Doe
Marketing Manager
01/12/2022
23/01/1997
marketing@thirdwunder.com
janedoe@gmail.com
514-111-1111
678-999-8212
Marketing
SEO
Content
Copywriting
Analytics
PR
8
2
Jane Marie Doe
Human Resources
14/04/2022
10/01/1996
hr@thirdwunder.com
janemariedoe@gmail.com
514-111-1112
678-999-8213
HR
HR
9
3
Doe Jane
Sales
14/04/2022
23/01/1997
sales@thirdwunder.com
doejane@gmail.com
514-111-1113
678-999-8215
Sales
Lead conversion
10
4
Janice Doe
Copywriter
14/04/2022
23/01/1997
janiecedoe@thirdwunder.com
janicedoe@gmail.com
514-111-1114
678-999-8214
Marketing
Copywriting
11
5
Joe Dane
Accounts manager
14/04/2022
23/01/1997
joedane@thirdwunder.com
joedane@gmail.com
514-111-1115
678-999-8216
Sales
Operations
Operations
Lead generation
There are no rows in this table
Assign Staff Managers
Name
Role
Manager
Name
Role
Manager
1
Jone Jones
President
2
Rebecca Smith
Content Creator
Jone Jones
3
Amy Gonzalez
Designer
Jone Jones
4
Michael Warner
Developer
Jone Jones
5
Jenny Flowers
Copywriter
Jone Jones
6
Ali Bokesmati
Marketing Coordinator
Jone Jones
7
Jane Doe
Marketing Manager
Jane Marie Doe
8
Jane Marie Doe
Human Resources
Jane Marie Doe
9
Doe Jane
Sales
Jane Marie Doe
10
Janice Doe
Copywriter
Jane Marie Doe
11
Joe Dane
Accounts manager
Jane Marie Doe
There are no rows in this table
Emergency Contacts
Clear Emergency Contacts
Staff
Name
Email
Phone
Relationship
Staff
Name
Email
Phone
Relationship
1
Jane Doe
Uncle doe
uncledoe@gmail.com
555-714-7557
Uncle
2
Jane Marie Doe
Husband doe
husbanddoe@gmail.com
555-714-7557
husband
3
Doe Jane
brother doe
brotherdoe@gmail.com
555-714-7454
brother
4
Janice Doe
sister doe
sisterdoe@gmail.com
555-714-5989
sister
5
Joe Dane
father doe
fatherdoe@gmail.com
555-714-5989
father
There are no rows in this table
Amazing!
You have just completed setting up your Team’s information.
Now proceed to your
Services Setup
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