FIDELIS

ACCOUNTABILITY CHART

Integrator

T.K. Douglass

  • LMA
  • Business Plan Execution
  • Professional Development
  • Removing Obstacles
  • Big Relationships

Visionary

Mark Douglass

  • Ideation
  • Culture / Indoctrination
  • Special Projects
  • Brand Authenticity

Creative Ops

Josh Gamble

  • LMA
  • Design
  • Client Marketing
  • Media
  • Brand Development

Design

Josh Gamble

  • LMA
  • Design Process
  • Web Development
  • Designer Growth/Training
  • Project Presentation
  • Fidelis Visual Identity

Designer

Olivia, Ava, + Gage

  • Print Design
  • Graphic Design
  • Web Design
  • Critique

Client Mktg

Josh Taylor

  • LMA
  • Client Budgets
  • Client ROI
  • Client Contracts Executed
  • Presenting Reports

Mktg Specialist

Melissa + Ryan

  • SEO/SEM
  • Google Analytics
  • Tracking/Reports
  • Marketing Tool/Mix
  • Feed CRM / Prepare Reports

Media

Hannah Clausen

  • Videography
  • Photography
  • Stock Assets
  • Gear Inventory
  • Make Stories

Brand Development

Mark Douglass

  • Brand Workshops
  • Brand Vision/Voice
  • Taglines/Messaging
  • Copywriting
  • Presenting Brand Work

Brand Developer

Hannah + Josh

  • Brand Workshop Associate
  • Copywriting

Outreach

Chris Lyon

  • LMA
  • Fidelis Marketing
  • Sales
  • Biz Development
  • Revenue Goals

Social Media

Caroline + Conley

  • Content Calendars
  • "Boost" Acct Mgmt
  • Creative Forefront

Mktg Content

Hannah Clausen

  • Blog Posts
  • Newsletters
  • Podcasts

Sales

Chris Lyon

  • LMA
  • Teaching/Dev
  • Sales
  • Motivation

Salespeople

1-3 people

  • Establish New Connections
  • Sell

CRM

Ryan + Charlie

  • Research Prospects
  • Input + Organize Prospects
  • Scrub prospect list

UX

Samantha Douge

  • LMA
  • Acct Managament
  • Customer Service
  • Contracts
  • NPS / Client Feedback

Account Agent

Team Member/s

  • Client Perspective Report
  • Client Horizons
  • Client Gifts
  • Scope of Work Check
  • Account Budget Check

Admin

Josh Taylor

  • LMA
  • Finances
  • HR
  • IT
  • Office Mgmt

Finances

Deitz Consulting

  • Financial Statements
  • Reports
  • Payroll
  • Budgets
  • Projections

HR

JT

  • Policies
  • Recruiting
  • E'ee Schedules

IT

JT

  • Hardware
  • Studio Tech
  • User Accounts
  • Tech Support

Office Mgmt

Tim

  • Chore Chart
  • Cleanliness
  • Vending Machine
  • Landlord Comms