Course curriculum

    1. Setting up your email signature

    2. Daily Huddles

    3. Daily huddle EOP

    4. Daily Huddle (Moderator Expectations)

    5. Newsletter Daily Update

    6. Newsletter & Daily updates

    1. Expectations & Guidance: SMB Team tech sign-up

    2. Ticketing board updates

    3. HubSpot: Training overview

    4. HubSpot: Client management

    5. HubSpot: Task creation and management

    6. HubSpot: Ticketing

    7. HubSpot: Task creation

    8. HubSpot: Customizing company view

    9. General operations request

    1. Company-wide bonuses

    2. Client referral program

    3. Refer & Earn

    1. Quarterly review process

    2. EOP: Quarterly reviews

    1. Acknowledgement & Attestation

About this course

  • 21 lessons
  • 0.5 hours of video content

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