LEADS RULES 1/ Guidelines to update leads % up: * 5% – lead to be updated to 5% as soon as contact is made + record contact report in WorkEtc (add note or email client directly from WorkEtc) * 15% – lead to be updated to 15% as soon as received enough info from the client + prepared Check list AND 1st quote. BD person owns this milestone. Goal of update from 5 to 15% is to […]
Author: thread
Webmails, forwarders, out of office
HOW TO ACCESS YOUR EMAILS REMOTELY USING WEBMAIL go to threaddesign.com.cn/webmail (Note: in case you get a security warning when reaching the page, click “proceed anyway”) use your email address and email password to log in choose one of the 3 mailbox systems to read your email (Round Cube has the most options) HOW TO FORWARD YOUR EMAILS TO ANOTHER EMAIL ADDRESS go to threaddesign.com.cn/webmail (Note: in case you get a security warning when reaching the page, […]
BD – Default email reply
Standard response to new emails should be something like this… *Change as required Subject [Client Name] New enquiry at Thread Design Dear Jeff, Thank you for your email and your interest in working together with Thread. I’m XXXXX, I’m in charge of gathering information on new projects and connecting you with the right team of people here at Thread. I would like to learn more about your project, could you please […]
Project Management Roles
BUSINESS DEVELOPER Where the money comes from. Business developers persuade other people to give us money. They will do what ever they need to close the deal. These people must not sleep. PROJECT LEAD (Project Mentor/Champion) Project advisors from the outset, they help plan and push. Scope, plan and create the project strategy This person receives weekly updates to check on; Provide advise to account management Identify opportunities to grow the project Make sure […]
1.1 Corporate Social Responsibility (CSR) – Environmental Advice
As a design agency we have lot’s of opportunities to go green and advise our customers to go green. Please take the advice below! Advise Clients Whenever Possible Provide environmentally friendly options for take away packaging Push for recycled papers for client materials Don’t waste materials creating test prints If designing something that a client may print, don’t use full colour backgrounds Colour proofs use corrosive chemicals and waste hundreds of sheets of paper […]
Work Etc (workshop 1)
thread.worketc.com is where we consolidate everything and make sure we’re on top of everything. clients, quotations, invoices, projects etc are all here so work with care. Ask Ben/Justine for the password. In this post you will learn how to support the Business Development Process and the Project Management Process in WorkEtc. CORE CONCEPTS Everything goes back to the contact (person or company or both) Attach anything to anything Create new from within GLOSSARY […]
Expenses claims
EXPENSES < 1000 RMB – Common expenses to be reimbursed with a valid receipt. Examples: Taxis fares, travelling expenses to meet clients, expenses for clients during business meeting, etc. – Uncommon/outstanding expenses to be approved by finance first –> Email finance@threaddesign.com.cn then to be reimbursed with a valid receipt Examples of outstanding expenses: company celebrations expenses, purchase of material for a specific project, etc. – Claim procedure: See Petty Cash section EXPENSES > 1000 RMB – […]
Email Signatures
Please follow the lead of Management email signatures. Signatures should go on all new email, they are not required when replying in email chains that already have your signature in.
1.6 Compliance
Compliance with these principles is an essential element in our business success. Our Compliance Committee is responsible for ensuring these principles are communicated to and understood and observed by all employees. Day to day responsibility is delegated to all management members who are responsible for implementing these principles, if necessary through more detailed guidance. Assurance of compliance is monitored and reported each year. Compliance with the code is subject to review by the board and […]
1.8 Use of Company Resources
Company resources, including time, material, equipment and information, are provided for company business use. Nonetheless, occasional personal use is permissible as long as it does not affect job performance or cause a disruption to the workplace. Employees and those who represent Thread are trusted to behave responsibly and use good judgment to conserve company resources. Managers are responsible for the resources assigned to their departments and are empowered to resolve issues concerning their proper use. […]