Filling this document is crucial for the project start. The more data you provide, the better is the outcome.

Operations

Team - contacts & roles, responsibilities

Please write here the contacts of everyone related to business, marketing, sales, and operations.

Access:

Please provide access to the following tools in emails:

[email protected]

And also, please list which other marketing/sales tools you are using:

Chats:

Please add links here to chats related to business, marketing, and sales.

Meetings:

Please describe which business, sales, and marketing meetings you conduct, for example, marketing weekly planning, sales & marketing monthly, etc.

Marketing & Sales Reports:

Please provide access to all current marketing & sales reports to the email address [email protected]. Also, attach links to the reports with comments, describing what each report is about and its purpose. Please include information on how often you utilize each report.