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Internal · Admin & Team

Standard Operating Procedures.

The repeatable playbooks we follow when onboarding a new campaign of each type – the folders to create, the templates to copy in, and the people to bring on. Each playbook below is a placeholder scaffold; the team fills in and refines the detailed steps over time.

Compliance & Tax

Interactive · Admin

R&D Tax IncentiveConsole

Create, track and version the R&D activities for the AusIndustry Project Description — the master record we lodge under the Australian R&D Tax Incentive.

Open console

Onboarding Playbooks

6 Processes · Draft

Sales Processes

Onboarding a new sales campaign

Draft

Placeholder for the steps required when standing up a new sales campaign or pursuit.

  1. Create the campaign folder in Google Drive (Sales › Campaigns)
  2. Copy in proposal, MSA and term-sheet templates
  3. Create the deal record in the CRM
  4. Step to be documented…
Add steps
Open Drive Folder

Marketing Processes

Onboarding a new marketing campaign

Draft

Placeholder for the steps required when launching a new marketing campaign.

  1. Create the campaign folder in Google Drive (Marketing › Campaigns)
  2. Copy in brief, content calendar and asset templates
  3. Set up the campaign in the CRM and analytics
  4. Step to be documented…
Add steps
Open Drive Folder

Onboarding Processes

Onboarding a new customer

Draft

Placeholder for the steps required when onboarding a new customer onto the platform.

  1. Create the customer folder in Google Drive (Customers)
  2. Copy in welcome pack and SOW templates
  3. Provision platform access and accounts
  4. Step to be documented…
Add steps
Open Drive Folder

Investor Processes

Onboarding a new investor

Draft

Placeholder for the steps required when bringing a new investor onto the cap table.

  1. Create the investor folder in Google Drive (Investors)
  2. Copy in SAFE / subscription document templates
  3. Add to the cap table and grant data-room access
  4. Step to be documented…
Add steps
Open Drive Folder

Employee Processes

Onboarding a new employee

Draft

Placeholder for the steps required when onboarding a new employee or contractor.

  1. Create the employee folder in Google Drive (People)
  2. Copy in offer letter and employee share scheme templates
  3. Provision Google Workspace and system access
  4. Step to be documented…
Add steps
Open Drive Folder

Partner Processes

Onboarding a new partner

Draft

Placeholder for the steps required when onboarding a new reseller or channel partner.

  1. Create the partner folder in Google Drive (Partners)
  2. Copy in reseller / partnership agreement templates
  3. Set up the partner record and portal access
  4. Step to be documented…
Add steps
Open Drive Folder

About These Playbooks