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Expenses Procedure

Expenses

The below flowchart shows the procedure for getting expenses paid. Expenses are paid at the end of the month in your wage slip.  Expenses over £100 will be paid within 2 days of the expenses spreadsheet being provided.

Royal Mail Click & Drop

Managing Couriers

AKA Pack and Send Go to:Dashboard - Click & Drop (royalmail.com) Log in withUsername robert@maticmedia.co.uk Password ser9Vant Enter Address Click Create order and Apply Postage Pay with PAYPAL account

Printer Won't Print (Desktop e.g. Xerox)

Troubleshooting IT Issues

Error 041-341 Remove toner cartridges and ethernet cable. Turn off machine and turn back on after 45 seconds. Error 016-748 You need to reinstall the firmware using Xerox Desktop Print Experience to the latest firmware. Other Troubleshooting If you try an...

List of Keyholders

Keyholders

Person Date Received Robert McCombe ? Adrian McCombe ? Richard McCombe ? Kelly Power ? Andy Roddie ? Jamie Mallon ? Graham Halley ? Stephen Murphy ?

CRM / Matictrack Aged Debt Screen

Aged Debt

Direct Link: https://crm.maticmedia.co.uk/reports/aged-debt Access via menu:

Fleet Insurance

Insurance

Laurie Ross - 0141 266 0007 To make a claim:  1.  Call the number above 2. www.laurieross.com/make-a-claim Insurance documents can be found here:  M:\Generic Files\H&S and Quality\Insurance\2023\Fleet 2023

Breakdown Insurance

Insurance

POLICY COVER:  01/06/2023 - 31/05/2023 Broker: Laurie Ross Insurance Service Provider: RACBreakdown number for UK: 0330 159 0602  The following vehicles are covered for breakdown cover (X4 POP and X444 POP are not covered - Richard has personal cover for ...

Director's Insurance

Insurance

Commercial Insurance

Insurance

Laurie Ross - 0141 266 0007 To make a claim:  1.  Call the number above 2. www.laurieross.com/make-a-claim Insurance documents can be found here:  M:\Generic Files\H&S and Quality\Insurance\2022

Accessing Magisto

Magisto

user: Richard@maticmedia.co.uk See vault: https://vault.maticmedia.co.uk/#/

Dashboard

Emails Using Sendy Basic Guide

http://emails.maticmedia.co.uk/sendy/ See vault for access details.

Email Images - Sendy

Marketing Imagery

Header - 630px x 80px Main Image - 630px x 418px Blog - 630px x ( 150?) Product Image - 283px x 283px

Lapsed Customers

Customer Journeys

Key Contact A member of a company Never Ordered Whether the company that the contact is a member of has ever placed an order Diagram

New Customer Onboarding

Customer Journeys

Description New Customer Onboarding Cycle is split into three customer journeys. New Registration This journey covers the system automation from the first week of a customers data entry into the MaticTrack.  It also kick starts the the two follow on journey...

Terms

Terminology

Term Meaning Registration Someone who has signed up but not purchased Potential Someone who has purchased once Customer Someone who has purchased 3 or more times Lapsed Potential Someone who has purchased before but not in the last 45 days Lapsed Cus...

Quotation Journey

Customer Journeys

The quotation lifecycle journey beings once a quote has been emailed to a customer.   Customers can be removed from automatic quote chase ups by adding them to the Marketing List (QUOTATION LIFECYCLE DISABLE)  

Order Process

Customer Journeys

This journey is used to map a customers interaction when an order is placed.

The Big Box

Samples

The big box is made up of the following samples No. Category Media Notes Designed? 1 Banners PVC Banner with 25mm weld and eyelet Y 2 Banners Mesh Banner with 25mm weld and eyelet Y 3 Banners PVC Free Banner with 25mm weld and eyelet Y 4...

Operational Minutes Template

Meetings

Overview Title: Weekly Operations Meeting Reason: Standard Operations Meeting Total Time: Location: Held By: Robert McCombe Attendees: Kelly Power, Andy Roddie Weekly Key Performance Indicator Reviews Available here: Operations KPI Report - Mat...

Influencers Agenda = 2023-04-12

Meetings

Overview Title: Fortnightly Managerial Meeting Reason: Standard Managerial Meeting Total Time: Location: Held By: Robert McCombe Attendees: Kelly Power, Andy Roddie, Jamie Mallon, Frances McCorry, Adrian McCombe Last Meeting Review Overviewed m...