Customer Service:

[  ]  Remember the Golden Rule of good customer service... "Always treat the customer the way you want to be treated when you are the customer."

[  ]  Answering the phones.

[  ]  Greeting walk-ins.

[  ]  Responding to emails.

[  ]  Rush orders.

[  ]  Resolving complaints.

[  ]  You are empowered to take care of our customers.

 

Sales and Quoting:

[  ]  Prospect contact information.

[  ]  Gathering requirements.

[  ]  Choosing products.

[  ]  Pricing and discounts.

[  ]  Sending quotes.

[  ]  Following up on quotes.

 

Order Entry:

[  ]  Ensure customer contact information.

[  ]  Entering product information.

[  ]  Deadlines an Priority Orders.

 

Artwork:

[  ]  Check artwork resolution.

[  ]  Prepare files, color knockouts, seporations and create files.

[  ]   Uploading and storing prosduction files.

 

Purchasing:

[  ]  Ordering blanks.

 

Receiving:

[  ]  Checking in goods.

 

Quality Control:

[  ]  Redos.

[  ]  Record waste.

 

Packaging & Delivery:

[  ]  

[  ]  

 

Packaging & Delivery:

[  ]  

[  ]  

 


Marketing:

[  ]  Updating Website

[  ]  Social media

[  ]  Emial campaigns

[  ]  Google

[  ]  Campaigns and tracking

 

SwagShop Set-up:

[  ]  

[  ]  

 

Sport Packs Set-up:

[  ]  

[  ]  

 

Financial Controls:

[  ]  Payment terms

[  ]  Customer payments

[  ]  Deposits

[  ]  Profitibility and pricing

 


Customer Service Coordinator CSC Responsibilities:

[  ]  Navigate 'The Gear' (Operating system for Logo Factory).

[  ]  Creating New Customer in DecoNetwork.

[  ]  Assess and cleanup unnecessary files in customer profile.

[  ]  Merge customers.

[  ]  Delete unused customerprofiles.

[  ]  Process orders from customers via phone, email and walk-ins.

[  ]  Writing the Order Description in the notes of every order.

[  ]  Scheduling projects.

[  ]  Understanding staging area for incoming projects.

[  ]  Create basic artwork using DecoNetwork, Corel Draw & AI.

[  ]  Including/attaching all artwork and details with all projects.

[  ]  Filing artwork source files in the cloud.

[  ]  Tracing bitmaps.

[   ]  Uploading .png files.

[  ]  Create and print films for screen print.

[  ]  Place necessary purchase orders and procure materials needed to produce all projects.

[  ]  Sending embroidery files to Adi Shaw.

[  ]  Creating Master Embroidery files and stroring them in the cloud.

[  ]  Submitting purchase orders to apparel vendors.

[  ]  Submitting purchase orders for promotional vendors.

[  ]  Schedule projects (keeping steady workflow without over scheduling).

[  ]  Proficient in processing customer payments with Zettle payment system.

[  ]  Work with production team to ensure in-hand dates are met.

[  ]  Packing orders.

[  ]  Shipping orders and ShipStation.

[  ]  Checking in stock.

[  ]  Follow-up with recent customers to ensure total customer satisfaction and seek new sales opportunities.

[  ]  Contact customers that have not paid/picked up completed projects.

[  ]  Have working knowledge of product line from SanMar and S&S.

[  ]  Keep sales floor clean and organized and aid in merchandising if retail product line.

[  ]  Place any/all paperwork and notes in the 'Completed' storage file.  Do not throw away and paperwork including customer notes.

[  ]  If uploading new art for  a repeat customer, indicate "NEW ARTWORK" in notes on order.

 

*  Subject to periodic updates.