REVISIONS TEMPLATE
* Revision Round:
* Date of Submission:
* Atarim Link:
* Tasks to be Completed this Round:
OOS LOGO REVISIONS
Revisions round:
Reason for additional revision:
Designer/WS/Customer miss:
Was the customer charged?
Which fee is this associated with?
Has the customer been made aware of our process?
INTERNAL REQUEST TEMPLATE - Send to TM/Lead
Jira/Iris #:
Did a TM speak to this customer?: (answered by TM)
Reason for email:
Is internal build team needed? Why?:
Is this the result of a miss?:
Customers goal:
Date Due back to customer:
Any Additional Notes (not required):
New Build Site Info
Total # of Pages:
Copywriting needed? (Y/N):
How many copywriting pages needed:
Total # of Images:
Total # of PDF’s:
Woo Only
Total # of products:
Total # of Categories:
Total # of Attributes:
Total # of Values:
EXPEDITE REQUEST TEMPLATE - Send to TM/Lead
(1) Include this section
Jira #:
Build Phase:
Expedite Reason:
Customers main concerns:
Requested Due Date:
Any Additional Notes (optional):
(2) if Initial build Expedite, include this section
Site Info
Total # of Pages:
Copywriting needed? (Y/N):
How many copywriting pages needed:
Total # of Images:
Total # of PDF’s:
(3) If Initial build Woo-Commerce, include this section, too
Site Info
Total # of Pages:
Copywriting needed? (Y/N):
How many copywriting pages needed:
Total # of Images:
Total # of PDF’s:
Total # of products:
Total # of Categories:
Total # of Attributes:
Total # of Values:
OOS REQUEST TEMPLATE - Send to TM/Lead
Site type:
Total # of pages:
Total # of images:
Total # of PDFs:
Copywriting? (Y/N):
How many copywriting pages:
Woo Only
Total # of products:
Total # of categories:
Total # of attributes:
Total # of values:
Customer paid for out of scope content: Yes/No
Supervisor approved: Yes/No (only need this is customer did NOT pay)
If Yes, name of Supervisor:
Other notes:
L2 CHAT REFUND TEMPLATE - Send to L2
-
Refund Reason:
-
Has any work started?:
-
Within Refund policy?/ ITC Eligible?:
-
Products Refunding:
-
Is it a DIY or a DIFY product?:
-
Open ITC?:
-
Steps taken to move customer forward:
L2 CHAT ESCALATIONS TEMPLATE - Send to L2
-
Reason for escalation:
-
Customer ask/ end goal:
-
DIFY or DIY?:
-
Concessions already offered? (i.e: Extra Revisions, PPT, New PL, etc.):
-
Steps already taken to de-escalate:
