1A. Outreach list, under KOL List For Outreach tab. To add potential BSTs into this list.
Email Templates
- 2A. Initial outreach email
- 2B. Email to let them know what the program entails
- 2C: Sending the contract
- 2D. Once the contract has been signed/ contract have been sent via Docusign
⚠️ SOP
- Send out initial outreach via mailmerge
- Follow up with them after 4 days if they have not responded
- If they’re interested, reply to them about what the ambassador entails. See email template in 2B above.
- Sometimes KOLs will negotiate postings etc. Bring it up during brand standup or ping @Christine or @Diana Tran
- 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**
- Once draft has been prepared, place it in this Contract Database and ping @Christine with the doc link to check.
- Download the draft as a PDF and send it to KOL. See email template in 2C above.
- 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.
- How to send contract via Docusign video here
- 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
- Add KOL to Master List, fill up the data column A, D, E, C, L and M. (reference previous rows)
- Update Master List, > Tab Contracts and Rates on their onboarding status (typically contract signed) and leave a comment to let @[email protected] know.