Tire Pros IO Process

AC’s IO Responsibility:

• Once IO is received by AC:
  • Accounting will build product(s) in SF and verify payment(s)
  • Note if there is any Co-op and chatter @Kari on the Subscription Product.
    
    • Make sure all tasks required for Co-op guidelines are completed (ex: Conti./General needs a compliant Facebook banner)
  • Create the standard ad case with the appropriate start date listed on the IO
  • Double check the location number on IOs compared to the Store/Location Identifier number in SF
  • Set a reminder task if IO is for a future date
• If IO is sent directly to AC from TP forward it to tirepros@optimizesocialmedia.net within 24 hours and follow the steps above
• Sometimes multiple IOs are received for Social Services, Ads, etc. – make sure all services are accounted for.
  
  • Make sure funds are not forgotten if IOs are not received in a timely manner
  • Reach out to MPS/RMS if creatives are still not received 1 week before start date

2024 Renewal IOs:

• Confirm if 2023 services were dealer funds or IO – If there was an IO in 2023, no need to reach out to TP for 2024 IO.
• If IO is not received by 2/01/2024, create a Cancellation Event in Salesforce.

RMS Upsell IO Follow-Up/Expectations:

• Set a fair start date plan with the client that allows the RMS time to get IO together and lead time for a set-up call, if needed.
• If IO is not received within 48 hours, follow up with RMS and copy the Supervisor and Team Manager on email.
• If no response is received after following up with RMS, within 24 hours reach out to your Supervisor/Team Manager for assistance.
• Forward IO(s) to tirepros@optimizesocialmedia.net within 24 hours if not already copied.
• Accounting will build out Subscription Product(s) in Salesforce and verify payment(s).