1A. Outreach list, under KOL List For Outreach tab. To add potential BSTs into this list.

Email Templates

⚠️ SOP

  1. Send out initial outreach via mailmerge
  2. Follow up with them after 4 days if they have not responded
  3. If they’re interested, reply to them about what the ambassador entails. See email template in 2B above.
  4. Sometimes KOLs will negotiate postings etc. Bring it up during brand standup or ping @Christine or @Diana Tran
  5. If all is good to move forward, prepare the contract by duplicating one of these contracts based on tier and change the information accordingly. **Tier B Contracts | Tier C Contracts**
  6. Once draft has been prepared, place it in this Contract Database and ping @Christine with the doc link to check.
  7. Download the draft as a PDF and send it to KOL. See email template in 2C above.
  8. If KOL has an issue with a term in the contract, let @Christine know. If no issues and good to go, send the contract over Docusign to KOL and Diana ([email protected]) for signing.
    1. How to send contract via Docusign video here
  9. Once contract has been signed, please reply email template in **2D** above and cc [email protected] so Claudine is in the loop to note her size etc
  10. Add KOL to Master List, fill up the data column A, D, E, C, L and M. (reference previous rows)
  11. Update Master List, > Tab Contracts and Rates on their onboarding status (typically contract signed) and leave a comment to let @[email protected] know.