Course curriculum

  • 1

    Introduction to CAM School

  • 2

    Module 1

  • 3

    Module 2

    • Module 2 | Strategy and Knowledge

    • Module 2 Overview

    • The Value of a CAM

    • The Daily Pulse

      FREE PREVIEW
    • Managing Client Expectations

    • Explain Metrics in Meaningful Ways

    • How to Find Out What is Meaningful

    • Visualize Strategy

    • Strategy Outline Templates

    • Learning the Metrics

    • Glossary of Terms

    • Your Role as a CAM

      FREE PREVIEW
    • Keep in Mind the List of 3's

    • How to Speak Strategy

    • How Do You Learn the Strategy?

    • Sample Frequently Asked Questions Document

    • What to Focus On

    • The DOT Method

      FREE PREVIEW
    • Digital Advertising Resources

    • Facebook Agency SOP

    • Facebook Troubleshooting Guide

    • iOS Update SOP

    • Email Marketing Guide

    • Pinterest Guide

    • Google Ads Guide

    • YouTube Ads Guide

    • LinkedIn Ads Guide

    • PPC and SEO Guide

    • Module 2 Quiz

    • Module 2 Assignment

    • Module 2 Takeaways

  • 4

    Module 3

    • Welcome to Module 3 | The Best Platform Practices

    • Module 3 Overview

    • Our Role as a PM

    • The Project Breakdown

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    • Project Management Softwares

    • Communication Tools

    • Email Templates

    • Time Management

    • Scheduling Tools

    • Funnel Tools

    • Reporting Tools

    • Reporting Checklist

    • Reporting Guide

    • Additional Tools

    • How to Utilize the Tools Available to You

    • The DOT Method

      FREE PREVIEW
    • Project Timeline Playbook

    • Project Management for Agencies with Asana | Before we begin...

    • Project Management for Agencies with Asana | A message from Taylor

    • Getting Set Up On Asana

    • Project Management for Agencies with Asana | Creating Customized Templates For Your Agency

    • Test Your Templates | Practice Makes Perfect

    • Module 3 Quiz

    • Module 3 Assignment

    • Module 3 Takeaways

  • 5

    Module 4

    • Module 4 | Client Onboarding

    • Module 4 Overview

    • The Onboarding Process

    • Top Tips for Client Onboarding

    • Where to Start?

    • Onboarding Checklist

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    • How We Onboard

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    • Process Each Part

    • Briefing Documents

    • Briefing Document Examples

    • Brand Guide Overview

    • Brand Guide

    • Onboarding Email

    • Onboarding Intro Email Examples

    • Getting Access

    • Access Guide

    • Client Communication

    • DOT Agency Onboarding Timeline Example

    • Communicating the Strategy

    • The Kick Off Call

    • Kick Off Call Checklist

    • The Strategy Build

    • Project Management

    • The Approval Process

    • Ad Grid Template

    • Pre-Launch

    • QA Checklists

    • The LAUNCH

    • Ask for Feedback

    • Happiness Surveys

    • The Dos and Don'ts

    • Client Welcome Guide

    • Module 4 Quiz

    • Module 4 Assignment

    • Module 4 Takeaways

  • 6

    Module 5

    • Module 5 | Client Communication and Meetings

    • Module 5 Overview

    • DOT Vibes

    • Client Meetings

    • Pre-Meeting Prep

    • How to Feel Prepared

    • It's Time to Shine

    • Discuss Metrics in Meaningful Ways

    • Extra Special Ways

    • CAM Transition Guide

    • The Follow Up

    • Feel Proactive

    • CAM Confidence

    • Meeting Resources

    • Meeting Scripts

    • Email Communication

      FREE PREVIEW
    • The DOT Method in Action

    • Client Email Guide

    • Module 5 Quiz

    • Module 5 Assignment

    • Module 5 Takeaways

  • 7

    Module 6

    • Module 6 | Standard Operating Procedures

    • Module 6 Overview

    • Why Is a Building Timeline Important?

    • How to Build a Timeline

    • Examples of Timelines and Best Practices

    • Time Management Skills

    • Update your SOP

    • Update your PM Software

    • Client Dashboards

    • Sample SOPs

    • Sample eCommerce CAM SOP

    • Sample Slack SOP

    • Sample Web Dev CAM SOP

    • Sample Funnel Building Agency SOP

    • Budget Tracker SOP

    • Sample Launch Agency CAM SOP.docx

    • Sample Media Buyer SOP

    • Sample Events Agency CAM SOP

    • Module 6 Takeaways

    • Module 6 Quiz

    • Module 6 Assignment

  • 8

    Module 7

    • Module 7 Overview

    • Special Touches in Client Account Management

      FREE PREVIEW
    • Gifting Process

    • DOT Gift Ideas!

    • Happiness Surveys

    • Happiness Survey Email Examples

    • Ongoing Management + Client Expectations

    • 6 Steps for Success

    • A Community of CAMs

    • Thank You

    • The Final Assignment

    • Module 7 | The DOT Method