My First Board

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Basics

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  1. MeetSOCi
  2. GMAIL
  3. Helpdesk : SOCi Support
  4. My Drive
  5. Salesforce
  6. My Account

CS Team Resources

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  1. Open Q&A Survey
  2. SOCi: Internal Request Form
  3. SOCi Glossary (WIP)
  4. FB Business Manager
  5. Publish posts within a locations structure | Facebook Ads Help Center
  6. SalesLoft Support

Onboarding

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  1. Onboarding 2.0 - Folder
  2. SOCi API documentation
  3. Full White-Labeling - SOCi Knowledge Base - Confluence
  4. Zoe | Onboarding Specialist | Customer Success
  5. Customer Success Objectives - Q4 2018
  6. Customer Success Objectives - Q1 2019

Tier 1

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  1. Critical Account Program
  2. Dwyer Weekly Meeting Agenda
  3. SOCi On-Demand Webinar Library
  4. DWYER-Weekly Metrics
  5. ***Dwyer Group Import Master***
  6. AFC Weekly Meeting Agenda

Support

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  1. SOCi On-Demand Webinar Library
  2. Debugger - Facebook for Developers
  3. Calendly
  4. Solutions : Freshdesk
  5. Client Happiness Score Legend
  6. Freshdesk Questions + Optimization Ideas

Extras

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  1. Paylocity - Login
  2. CS Days Off 2018
  3. Sales Trails

Accounts

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  1. CS Staff Meeting Dashboard
  2. Marketing Group Checklist
  3. Naked Lime Trial Checklist
  4. California Credit Union Checklist - updated
  5. Cosmetic Skin Therapies Checklist
  6. Lowes Foods Checklist

Ace Hardware

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  1. CONFIDENTIAL Ace Stores Master List | 1/9/18
  2. Ace Hardware Trainings Registration
  3. Ace Master GTM 091018 V3
  4. Ace Onboarding Timeline
  5. Ace Hardware | Convention Signups
  6. Ace Hardware Monthly Performance Updates

Completed OB

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  1. McClatchy Onboarding Checklist
  2. Home Care Assistance Checklist
  3. HCA Locations Import
  4. Social Media Torch Checklist
  5. Perfect Digital checklist
  6. Cantrex Checklist

Training

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  1. CS Training Requests
  2. Book Club Notes
  3. Brand Training - Tues/Thurs
  4. Agency Training - Tues/Thurs
  5. Property Training - Tues/Thurs
  6. UPDATED General Training
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