- Ad Scholars Account Management SOP provides a comprehensive framework covering campaign management (from briefing to execution), gifting initiatives, event participation, case study development, PR activities, and newsletter rollouts—ensuring brand consistency, process efficiency, and measurable impact across all marketing touchpoints.
- Departmental Guidelines provide a one-stop overview of the Account Management team’s objectives, key stakeholder roles, hierarchy, working etiquettes, and daily tools—offering a clear snapshot of how the department functions and collaborates.
Objective:
- To guide the Account Management (AM) team in leading campaigns from start to finish—starting with deck preparation and working closely with the Sales team. The team plays a key role in handling client briefs, sharing proposals, managing post-meeting follow-ups, and ensuring smooth campaign execution. Along the way, AMs also contribute ideas for creative solutions, share updates on time, build case studies, and keep communication clear with all teams. This SOP helps the team stay organized, take ownership, and deliver a great experience for every client.
Stakeholders Involved in This SOP:
- Sales, Account Management/Client Servicing (AMs), Creative/Content Management (CM), Operations, Finance, Management
Departmental Hierarchy:
Working Protocols & Internal Etiquette:
- Keep all communication within the same email thread to avoid confusion
- Acknowledge emails within 1 hour and share timelines if not already defined. Flag any delays to stakeholders.
- For urgent matters, coordinate via Hangouts, WhatsApp, or phone—but always document via email.
- In case of public holidays or untoward circumstances, please inform the required stakeholders regarding non-availability or delay in response, accordingly.
- Share a clear handover in case of planned leave or public holidays to ensure continuity.
- Weekly responsibilities include daily and weekly campaign updates, departmental calls (twice weekly), MoM tracking, case study development, and newsletter contributions.
- Sales will share upcoming meetings every Friday—AMs must prep relevant decks in advance.
Tools Will Be Used:
- Day-to-Day Tools refer to the essential platforms and software used regularly by the team to manage tasks, track progress, communicate internally, build proposals, design creatives, and maintain campaign documentation—ensuring smooth, efficient, and collaborative workflows.
- List of tools can be found here
| Tools | Description / Purpose | Links |
|---|---|---|
| AM Mastersheet | The AM Mastersheet serves as the central tracker for all active, upcoming, and past campaigns. It includes key details like campaign names, client info, statuses, budgets, timelines, and responsible account managers—ensuring visibility, accountability, and seamless coordination across teams. Separate tabs are maintained for GCC and India markets. | GCC | India | Malaysia | Product FAQs |
| Indicative Site Lists or Inventories | This sheet provides a curated list of high-performing websites and platforms across categories like News, Sports, OTT, Gaming, and more. It helps account managers recommend the right inventory for branding or performance campaigns based on region, content type, and audience relevance. | Zoho |
| Case Studies | Includes both built case studies hosted on Zoho and editable templates created on Canva. It serves as a reference hub for crafting impactful case studies highlighting campaign objectives, strategy, execution, and performance—used for internal learnings, client presentations, and marketing initiatives. | Login to Zoho and Canva for the case studies |
| Rate Cards | The rate card provides standardized pricing for media inventories across regions (India and GCC). It helps account managers build accurate proposals and ensures consistency in costing across branding, performance, and programmatic campaigns. | India | GCC | Malaysia |
| Day To Day Tools |
| Asana | Zoho | Canva |
- Srikanth Rayaprolu (10 July 2025)
- Srikanth Rayaprolu (10 July 2025)
- Neha Mehta (10 July 2025)
- Neha Mehta (10 July 2025)
Add Your Heading Text Here (10 July 2025)
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