
Account upkeep
Check profile details, links, staff permissions, and scheduled content. Remove outdated offers before they continue circulating. List the tools the work depends on before committing to them.
Define response windows, approved routine answers, and escalation for complaints or sensitive requests. Give staff a way to review exceptions. Agree whether the evidence supports keeping, changing, or stopping the approach.
- A written brief
- Named responsibilities
- Agreed review points




