Mastering Client Services & Operations
Equips AM and PSM team members with essential skills to drive customer-centric success. Courses cover campaign management, pre-sale planning, post-sale execution, campaign setup, and post-launch reporting.
Project Kickoff
AM Overview & Workflow
New Internal Roles & Responsibilities
Programmatic 101
Programmatic 201 - TTD
Programmatic 201 - DV360
Programmatic Operations Overview
Quiz: Programmatic Operations Overview
Programmatic Resources
AM Resources - North America
AM Resources - EMEA
Contextual 101 - Salesforce Process
Quiz: Contextual 101 Salesforce Process
Contextual 101 - TTD Pre-Bid Segments & Troubleshooting
Quiz: Contextual 101 TTD Pre-Bid Segments & Troubleshooting
Pre-Sale Process Training
Instavails (Direct and Programmatic)
Event Sponsorships
Exceptions Training
IO Checklist
Salesforce Overview
KOC & Specs
Programmatic Best Practices & Questionnaire Documentation
Trading & Barter Agencies
Quiz 1: Trading Agencies
Quiz 2: Barter Agencies
Design Process
Design Production Manager 101
Campaign Setup Overview
Ad Manager (AM Perspective)
Ad Manager: Deal ID Creation & Management
Quiz: Ad Manager: Deal ID Creation & Management
Ad Manager (AdOps Perspective)
Brand Safety Part 1 - Introduction
Brand Safety Part 2 - DoubleVerify Dashboard
Brand Studies 101
Programmatic QA
Direct QA - AdOps Perspective
Added Value Deal IDs & Credit Memos
Direct Reporting 101
Programmatic Campaign Optimizing
Quiz: Programmatic Campaign Optimizing
Programmatic Reporting 101
Quiz: Programmatic Reporting 101
Screenshots & Demos
Programmatic Troubleshooting
Quiz: Programmatic Troubleshooting
Direct Optimizing Overview
Direct Reporting 201
Direct Pacing
Monthly Deal Mapping (ID Mapping)
Incremental & Rebuys
Revenue Management
Tiered Levels of Service
Net Promoter Score (NPS)
Account Retention Dashboard
Commonly Asked Client Questions