Course curriculum
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1
City Lifestyle Introduction
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Our Company and Culture
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2
Publication Director Role
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Publication Director - Your Role & Responsibilities
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How to Locate and Understand Your Publications Deadlines in ARC
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Publication Deadline Quiz
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3
ARC 101
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Introduction to Arc
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Details on Arc Accounts
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Details on Arc Training & Documents
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Creating a Proposal in ARC
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How to Submit a Support Ticket
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4
Client Onboarding
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How to Schedule, Conduct, and Follow up on a Client Onboarding Meeting
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Client Onboarding Checklist
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How To Create A New Contact In An Account
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How to Invite Client to Portal - Overview of the Portal Invite Email
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How To View Customer Portal from Clients View
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City Lifestyle Ad Specifications
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How to Upload a Print Ready Ad (Client’s POV)
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Print Ready Ad Production Process - Client POV
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Ad Revision Scenarios and Corrective Actions - Client POV
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How to Submit a Creative Ad Design Request in the Customer Portal - Client’s POV
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How to Submit a Realty Report Ad Design - Client POV
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Creative Ad Design Production Process -Client POV
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How to Repurpose a Past Ad (Client’s POV)
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Digital Listing Packages
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Premium Profiles
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How to Set Up a Digital Listing Profile in the Customer Portal - Client POV
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How to Create a Digital Article in the Customer Portal - Client POV
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How to Create a Promo in the Customer Portal (Client POV)
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How To Navigate the Agreement Tab and update Autopay Method in the Customer Portal - Clients POV
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How to Navigate the Invoice Tab in Customer Portal - Client POV
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How to Create a Note in an Account
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Client Renewal Meetings
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Social Media_ Publisher Assistant.pdf
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Content Policies
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Content Policy Do's & Don'ts
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Content Policy Assignment
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5
Ad List Management
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How to Run and Understand the Ads List Report
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Ad Production Status Descriptions
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How to View an Ad's Production History in ARC
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How to Upload a Print Ready Ad (Publisher POV)
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Print Ready Ad Design Production Process (Publisher POV)
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How to Repurpose a Past Ad (Publisher POV)
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Managing Design Service Credits & Fees
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How to Change Design Services in an Agreement
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How to Add an Ad Insertion to a Contract
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How to Downgrade or Pause an Ad Insertion
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How to Enter an Ad Placement Note
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How to Upgrade an Ad Size
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How to Split an Ad Insertion
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How to Delete a Zero Dollar Ad Insertion
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How to Create a Founders Page
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6
Financial Operations
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Understanding the Aging Summary by Account Report in ARC
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AR Management and Proactive Communication
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How to Communicate with Clients at Different Stages of Overdue Payments
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Handling Client Responses to Missed Payments
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Next Steps for Missed Payments
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Managing Bad Debt
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How to Add or Update a Client Payment Method in ARC
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How to Edit or Delete a Client Payment Method in ARC
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How to Navigate the Invoices Tab in an Account
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How to Navigate the Payments Tab in an Account
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How to Manually Process a Credit Card Payment
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How to Review the P&L Report
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How to Run and Understand the Commission Report
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How to Run and Review the Renewal Report
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How to Prepare, Conduct, and Follow Up on a Renewal Meeting
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How to Respond to a Cancellation Request
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How to Process a Cancellation Request in ARC
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How to Process an Opt Out Cancellation Request
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Advertising Contract Policies
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Advertising Agreement Terms and Conditions
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7
Editorial Overview
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Details on Issues Tab
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Monthly Themes
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Content Policies
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Anchor Content
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How to Enter Writers & Photographers
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Image Legality: Rules and Required Agreements for Photo Usage
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Details on Training & Documents
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Proofing Round 101 - Everything You Need to Know
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Proofing Rounds 102 - How to Make Edits
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Proofing Rounds 103 - Do's and Dont's
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8
Prospecting and Appointment Setting
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Appointment Setting
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Appointment Setting Best Practices
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Appointment Setting Scripts
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Using Social Media to Set Appointments
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Using FB, Instagram and LinkedIn For Appointment Setting
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Finding Prospects on Instagram
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Sending Templated Messages on Instagram
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Best Practices on #'s and Social Media Messages
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Using Facebook for Appointment Setting
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Finding Facebook Groups
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Messaging Businesses on FB
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Gmail & Google Suite
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Creating a Proposal in ARC
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