Briefing Toolkit

Briefing Toolkit: Your Doing Plan Library

 

How to use this library:

  • Enter keywords into the search bar
  • Filter by badge name; or
  • Filter by Outsourcing Blueprint Area

To find the Doing Plan required to brief your Doer.

  • Search by Doing Plan Categories...

Create a New Project

Create a New Project

Purpose: To establish a foundation for a new project that clearly outlines its objectives, scope and execution strategy. This process aims to set a clear direction and ensure all involved stakeholders are aligned from the beginning, facilitating a smooth project...

Maintain Social Media

Maintain Social Media

Purpose: Establish a consistent routine for the effective management of the business’s social media accounts. This includes gauging user interaction, keeping on top of the latest trends, and fine-tuning content to captivate a broader audience while retaining the...

Create a 90-Day Social Media Content Calendar

Create a 90-Day Social Media Content Calendar

Purpose: Create a well-structured, engaging, and consistent 90-day content calendar for social media that aligns with the brand’s goals and objectives. This doing plan will allow you, with the help of your Doer, to plan, organize, and schedule content across...

Set Up and Optimize Social Media Platforms

Set Up and Optimize Social Media Platforms

Purpose: Create and optimize a professional Social Media account and profile to engage with the audience and promote the brand effectively. Outcome: A fully set up and optimized account and profile, reflecting the brand’s identity and ready for audience...

Complete Social Media Research

Complete Social Media Research

Purpose: Complete Social Media research to gain an understanding of what works on social media for the business, and the market as well as what is trending, and what generates the best engagement. Outcome: A comprehensive research document with examples of the most...

Manage Reviews & UGC

Manage Reviews & UGC

Purpose: To create tailored scripts for managing and responding to reviews and user-generated content (UGC), thereby enhancing customer engagement and promoting positive interactions within the helpdesk environment. Outcome: A collection of effective, brand-aligned...

HelpDesk Setup

HelpDesk Setup

Purpose: To set up a customer support helpdesk, enabling efficient management of customer interactions, improving response times, and enhancing overall customer experience. Outcome: A fully operational, customized helpdesk that aligns with the brand and customer...

Create Customer Support Scripts

Create Customer Support Scripts

Purpose: To craft customer support scripts that reflect the brand’s ethos and effectively address customer inquiries and concerns. Outcome: A collection of founder-approved, brand-aligned customer support scripts ready for implementation, enhancing customer...

Prepare + Support Consult Calls

Prepare + Support Consult Calls

Purpose: To streamline the Sales Call process ensuring that every interaction with a potential client is maximally effective by thorough preparation and strategic engagement. Outcome: An optimally executed sales call where you are fully prepared with all relevant...