use the ontraport domain
if applicable - NOTE: Forum posts/updates are now going to Education
if applicable
Insert a screenshot or a link to your inspiration
Have a suggestion for the Growth Team? Let them know here in as much detail as you can!
Video Request Form

Please address each of the following questions to help ensure the project runs smoothly:  
  1. Will a script be needed?
  2. What are the key points and key information, teaching/learning points to be covered?
  3. What information or impression should they bring away from the program?
  4. What is your availability during the process? (You need to allow time for meetings)
  5. Is this for internal or client usage?
  6. Do you need/have a location for shooting?
  7. Names, roles and contact details of project personnel?
  8. Will B-Roll, pictures, additional elements be needed for the project? 

Pitch Request
Thank you for being invested in your job enough to bring new ideas to the table!

Please address the following questions to ensure your pitch is whole an complete.
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  1. What is the problem/opportunity/future for this project?
  2. Opportunity/Purpose: What do you want to accomplish?
  3. Importance: What’s the biggest difference this will make?
  4. Ideal outcome: What does the completed project look like?
  5. Best result: If you do what action, what can you expect?
  6. Worst result: If you don’t take action, what can you expect?

Pitch Request - EVENT
Have an event you want to host at ONTRAPORT?  Submit a brief synopsis of an event you would like to host along with the date, number of attendees and who will be assisting with setup and clean-up.  Enter as much info as possible in the"Pitch Request" section so the Management team can review weekly.
 

 

Please address each the following questions to help ensure the project runs smoothly.:  
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  1. BRIEF Project Description - A bullet list of what needs to be done.
  2. Intended Audience: (Short answer) IE. Client facing vs. Internal, if external who
  3. Where will this live? How will it be used?
  4. Mandatory information: Bullet points for which aspects of the project are critical for the request to meet it's needs. (Design cannot get a request without specific approved content)
  5. Deliverable(s): List out each one (Please include size and spec for each deliverable)
  6. Is the content approved or will you need approval?
     

Education Request
Please answer each of the following questions to help ensure the project runs smoothly.
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  1. BRIEF Project Description - In summary, what is the outcome that is required of the training material?
  2. Intended Audience: Is this operations, product, or business education? Is it for an external audience, internal audience or both?
  3. Where will this live? How will it be used?
  4. What are the learning outcomes? Put another way, what would someone be able to do after consuming this material?
  5. Please link to any source material that currently exists.




 

Content Request
Please answer each of the following questions to help ensure the project runs smoothly.
-------------------------------------------------------------

  1. BRIEF Project Description - A bullet list of what needs to be done
  2. Intended Audience (short answer): IE. Client facing vs. Internal, if external, who?
  3. Where will this live? How will it be used?
  4. Mandatory information: Bullet points for which aspects of the project are critical for the request to meet its needs. (Design cannot get a request without specific approved content)
  5. Deliverable(s): list out each one (Please include size and spec for each deliverable)
  6. Is the content approved or will you need approval?


 
 
Internal Request Form

The purpose of this form is to submit your internal work requests to our Creative, Management, Development and Services teams.  All work requests will be reviewed by your Manager prior to approval in order to help organize resources most efficiently.   The different types of work requests are as follows:

The types of requests available are as follows:

  1.     Content Request: If you need some content created select this. It can be a tweak to our website, some email copy, even a new forum post.
  2.     Design Request: Do you need a a snazzy new image for that marketing campaign? If you need a designer to work some magic select this option.
  3.     Video Request: Lights, camera, action! If you've got a good idea for a video or you need a video produced for an internal project, select this option.
  4.     Pitch Request: Have a great idea you want to share or do you want to have ONTRAPORT host an event?  Pitch your ideas here!  They'll be reviewed weekly by the management team.
  5.     Concierge Request: Need something tweaked or built in Custom or ONTRAPORT Careers accounts?  Submit your request here and someone from the Services team will schedule a meeting with you to review scope of work.
  6.     Development Request: Fill out this form: http://doc.ontraport.com/display/PSI/Product+-+Internal+Requests
  7.     Growth Team Suggestion: Do you have a suggestion that would be helpful for the growth team?  Submit your idea here so you can be heard.  This includes anything related to growth, client acquisition, website and marketing hacks, partnership ideas, or anything else.
  8.     Education Request: If you need any outcome based learning material created, edited, or reviewed for internal education, product education, or business education. This can include anything from a quiz all the way to a full fledged course.

What happens after this form is filled out?

Your Manager will be notified of your request and they will approve, approve with revisions or deny the work request.

What happens if the request is approved?

A Zendesk ticket will be generated on your behalf and assigned to the appropriate department.  Once the request is received, the department responsible for conducting the work will notify you of next steps and estimated date of completion via Zendesk ticket.

What happens if the request if approved with revisions?

A Zendesk ticket will be generated on your behalf and assigned to the appropriate department with the revisions of your manager.  Once the request is received, the department responsible for conducting the work will notify you of next steps and estimated date of completion via Zendesk ticket. Make sure the manager revisions are included in the scope of work.

What happens if the request is denied?

If your request is denied, you will receive an email with your Manager’s notes on why the request was denied.

Note: if you have more than 1 request to submit through the Internal Request Form please DO NOT submit additional requests until your first request has been approved/denied by your manager