My First Board

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Basics

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  1. MeetSOCi
  2. GMAIL
  3. My Drive
  4. Salesforce
  5. My Account
  6. Dashboard | SalesLoft Cadence

CS Team Resources

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  1. Open Q&A Survey
  2. SOCi: Internal Request Form
  3. FB Business Manager
  4. SalesLoft Support
  5. CS Team Resources
  6. Social Training Script

Onboarding

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  1. Onboarding 2.0 - Folder
  2. Swagger UI
  3. Full White-Labeling - SOCi Knowledge Base - Confluence
  4. Open Onboardings - Agency/Brand/Franchise
  5. Initial Onboarding Steps
  6. Onboarding + Implementation Guide

Tier 1

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  1. Dwyer Weekly Meeting Agenda
  2. DWYER-Weekly Metrics
  3. ***Dwyer Group Import Master***
  4. AFC Weekly Meeting Agenda
  5. AFC Weekly Metrics - Google Sheets
  6. Agency and Brand specific tickets

Support

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  1. Calendly
  2. Helpdesk : SOCi Support
  3. Solutions : Freshdesk
  4. Client Happiness Score Legend
  5. Freshdesk Questions + Optimization Ideas
  6. White Labeling - SSL Setup Instructions

Extras

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  1. Coastal Payroll - iSolved
  2. CS Days Off 2018
  3. Sales Trails

Accounts

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  1. Critical Account Program
  2. McClatchy Onboarding Checklist
  3. Home Care Assistance Checklist
  4. Social Media Torch Checklist
  5. Perfect Digital checklist
  6. Cantrex Checklist

Ace Hardware

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  1. Ace Master GTM 091018 V3
  2. Ace Onboarding Timeline
  3. Ace Hardware | Convention Signups
  4. Ace | Onboarding & Training
  5. Ace Hardware | FB Page Status - Google Sheets
  6. Ace Hardware | New Location Signups
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