About this process

  • Department:
  • Responsible:
  • Accountable: Becky
  • Consult: Becky
  • Inform:
  • Date created:
  • Date last updated:

Step 1 of the process

Client to create their own account i.e. Google Ads or LinkedIn and link their company credit card.

Step 2 of the process

If the client cannot create the account, the Inbound Marketer can create the account on their behalf, the client will need to input the company credit card details. The card details must not be sent to the Inbound Marketer.

Step 3 of the process

If the client truly struggles to obtain a company credit card, (this is very common in large corporates), the Inbound Marketer must add the subscription details to the Google sheet, Subscriptions tab.

Step 4 of the process

The Inbound Marketer must ask the Operations Manager for approval and use of the Amex card to pay for the subscription. If the Operations Manager isn’t available, the Head of Marketing can support.  

Where possible, add the client's name to the payment reference.

Step 5 of the process

The Inbound Marketer is Accountable for monitoring spend against the budget.

Topics: Operations Processes