Learning Paths by Role
Find your role, then follow the 30/60/90-day path. Beginners start at Day 1; experienced staff can skip ahead once they're confident.
Everyone, First Week
- Read The Industry journey from start to finish
- Bookmark the Promo Dictionary
- Read the Scenarios page
- Learn your client's products, suppliers and systems
Sales Admin
- 30 days: product categories, Promodata searching, entering quotes
- 60 days: building full quotes with decoration and freight, price breaks
- 90 days: preparing presentations and suggesting alternatives on your own
Customer Service
- 30 days: order flow, email templates, tone of voice
- 60 days: handling delays, stock-outs and order changes
- 90 days: resolving problems end-to-end and knowing when to escalate
Artwork & Design
- 30 days: vector vs raster files, supplier templates, proof basics
- 60 days: colour matching (PMS), decoration limits per method
- 90 days: fixing problem files and creating print-ready proofs quickly
Production Coordination
- 30 days: purchase orders, lead times, in-hands dates
- 60 days: tracking production with suppliers and decorators
- 90 days: managing multiple jobs and planning backwards from deadlines
Accounts
- 30 days: invoices, supplier bills, the client's accounting system (e.g. Xero)
- 60 days: matching POs to invoices, chasing payments
- 90 days: job profitability and margin reports
Webstore & Fulfilment
- 30 days: how the client's webstore works, stock levels
- 60 days: processing orders, packing and dispatch
- 90 days: restock planning and reporting
Tip
Keep a simple notes file of things you learn about your client. By Day 90 it becomes your personal playbook.
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