[Home] [Reports] [Training] [Links] [About Rebecca]
Follow the same outline used by Clients & Profits at their two day new user training class in Oceanside, California. www.clientsandprofits.com/training/class_outline.html
Divide your training into separate sessions by job function. Each employee will need to attend one or more of the sessions.
Account Executive
Time: 2 to 4 hours
Topics: Job Tickets, Estimates, Change Orders, Creative Briefs, Job Progress Reports
Production Manager/Traffic Coordinator
Time: 2 to 4 hours
Topics: Status Codes, Milestones, Scheduling, Traffic Notes, Purchase Orders, Work-to-do Reports, Job Lists, Traffic Reports
Media Buyer
Time: 2 to 4 hours
Topics: Insertion Orders, Broadcast Orders, Media Plans, Media Estimates, Media Billing
Creatives
Time: 1/2 to 1 hour
Topics: Timecards, Work-to-do Reports
Finance
Time: 4 to 8 hours
Topics: Accounts Payable, Expenses, Checkbook, Accounts Receivable, Client Payments, General Ledger, Chart of Accounts, Aging Reports, Financial Statements, Ratio Analysis
Management
Time: 2 hours
Topics: Productivity Reports, Profitability Reports, Job Summaries, Job Snapshot
Contact Rebecca Cox:
e-mail rebecca@rebeccacox.com
phone/fax (678) 294-3799