Keep marketing partners' scheduling matched, assigned, and logged

Partners at marketing agencies miss scheduling details from forms, causing missed jobs and unhappy clients. Standardize fields, assign a local POC, and surface scheduling mismatches quickly.

Overview

Small marketing firms lose client trust when scheduling slips through form responses. This workflow turns every scheduling submission into a standardized jobs-board entry with a local POC and a clear issue log, so mismatches surface quickly and assignments don't get missed. Give partners confidence that requests are routed and reviewed without manual chasing.

Notable Features

Standardize contact and address fields
Assign local point-of-contact on submission
Update jobs board and issue log