Course curriculum

  • 1

    City Lifestyle Introduction

    • Our Company and Culture

  • 2

    Publication Director Role

    • Publication Director - Your Role & Responsibilities

    • How to Locate and Understand Your Publications Deadlines in ARC

    • Publication Deadline Quiz

  • 3

    ARC 101

    • Introduction to Arc

    • Details on Arc Accounts

    • Details on Arc Training & Documents

    • Creating a Proposal in ARC

    • How to Submit a Support Ticket

  • 4

    Client Onboarding

    • How to Schedule, Conduct, and Follow up on a Client Onboarding Meeting

    • Client Onboarding Checklist

    • How To Create A New Contact In An Account

    • How to Invite Client to Portal - Overview of the Portal Invite Email

    • How To View Customer Portal from Clients View

    • City Lifestyle Ad Specifications

    • How to Upload a Print Ready Ad (Client’s POV)

    • Print Ready Ad Production Process - Client POV

    • Ad Revision Scenarios and Corrective Actions - Client POV

    • How to Submit a Creative Ad Design Request in the Customer Portal - Client’s POV

    • How to Submit a Realty Report Ad Design - Client POV

    • Creative Ad Design Production Process -Client POV

    • How to Repurpose a Past Ad (Client’s POV)

    • Digital Listing Packages

    • Premium Profiles

    • How to Set Up a Digital Listing Profile in the Customer Portal - Client POV

    • How to Create a Digital Article in the Customer Portal - Client POV

    • How to Create a Promo in the Customer Portal (Client POV)

    • How To Navigate the Agreement Tab and update Autopay Method in the Customer Portal - Clients POV

    • How to Navigate the Invoice Tab in Customer Portal - Client POV

    • How to Create a Note in an Account

    • Client Renewal Meetings

    • Social Media_ Publisher Assistant.pdf

    • Content Policies

    • Content Policy Do's & Don'ts

    • Content Policy Assignment

  • 5

    Ad List Management

    • How to Run and Understand the Ads List Report

    • Ad Production Status Descriptions

    • How to View an Ad's Production History in ARC

    • How to Upload a Print Ready Ad (Publisher POV)

    • Print Ready Ad Design Production Process (Publisher POV)

    • How to Repurpose a Past Ad (Publisher POV)

    • Managing Design Service Credits & Fees

    • How to Change Design Services in an Agreement

    • How to Add an Ad Insertion to a Contract

    • How to Downgrade or Pause an Ad Insertion

    • How to Enter an Ad Placement Note

    • How to Upgrade an Ad Size

    • How to Split an Ad Insertion

    • How to Delete a Zero Dollar Ad Insertion

    • How to Create a Founders Page

  • 6

    Financial Operations

    • Understanding the Aging Summary by Account Report in ARC

    • AR Management and Proactive Communication

    • How to Communicate with Clients at Different Stages of Overdue Payments

    • Handling Client Responses to Missed Payments

    • Next Steps for Missed Payments

    • Managing Bad Debt

    • How to Add or Update a Client Payment Method in ARC

    • How to Edit or Delete a Client Payment Method in ARC

    • How to Navigate the Invoices Tab in an Account

    • How to Navigate the Payments Tab in an Account

    • How to Manually Process a Credit Card Payment

    • How to Review the P&L Report

    • How to Run and Understand the Commission Report

    • How to Run and Review the Renewal Report

    • How to Prepare, Conduct, and Follow Up on a Renewal Meeting

    • How to Respond to a Cancellation Request

    • How to Process a Cancellation Request in ARC

    • How to Process an Opt Out Cancellation Request

    • Advertising Contract Policies

    • Advertising Agreement Terms and Conditions

  • 7

    Editorial Overview

    • Details on Issues Tab

    • Monthly Themes

    • Content Policies

    • Anchor Content

    • How to Enter Writers & Photographers

    • Image Legality: Rules and Required Agreements for Photo Usage

    • Details on Training & Documents

    • Proofing Round 101 - Everything You Need to Know

    • Proofing Rounds 102 - How to Make Edits

    • Proofing Rounds 103 - Do's and Dont's

  • 8

    Prospecting and Appointment Setting

    • Appointment Setting

    • Appointment Setting Best Practices

    • Appointment Setting Scripts

    • Using Social Media to Set Appointments

    • Using FB, Instagram and LinkedIn For Appointment Setting

    • Finding Prospects on Instagram

    • Sending Templated Messages on Instagram

    • Best Practices on #'s and Social Media Messages

    • Using Facebook for Appointment Setting

    • Finding Facebook Groups

    • Messaging Businesses on FB

    • Gmail & Google Suite

    • Creating a Proposal in ARC