DOCUMENT // PROJECT ONE
PARAMOUNT AD SALES BLUEPRINT
From new client to bookable advertiser
End-to-end journey mapping across 6 core functional workflows.
PRD + data model review
Stakeholder working sessions
Legacy spreadsheet audit
Cross-system workflow mapping
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FLOW DIRECTION
01
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02
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03
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04
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05
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06
STAGES
01 Rep dashboard
Initial search entry
02 Flow A: new advertiser
Direct wizard creation
03 Flow B: new agency
Optional
Inline agency setup
04 Governance queue
Handoff
Policy & Dupe check
05 Advertiser record
Central data hub
06 Credit application
Finance unlock ($50k+)
ACTOR
Sales rep
Sales rep
Sales rep
Governance reviewer
Sales rep
Rep → Finance
USER GOAL
Add a missing client
Submit accurate details
Add a missing agency
Catch duplicates + policy issues
Track status + next steps
Unlock spend over $50k
KEY ACTION
Search, find no match
3-step wizard
Create agency inline
Approve, reject, request info
Complete checklist
Submit spend + contact
DATA CREATED
search query
submission · pending
agency record
status · reviewer · notes
advertiser · active
credit case → Salesforce
PAIN POINT
Client data differs across CRM, OMS, traffic
Duplicates slip in
Agency data siloed per system
No governance workflow in tool
No single source of truth
Triggered above threshold
DESIGN DECISION
Search-first entry
Progressive disclosure
Branch only when needed
Scoped to dupes + policy
Record is the hub
Triggered above threshold