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Agency Overview #311
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@kathrynmsullivan, another really important item for our new account manager. We should look for time in end of February and March. |
This could be a great way to get to know our agencies @ninadinh-la |
thanks for the tag @mariearaneta - kind of reminds me of the hubspot overview that @laneymangan and @o-ram suggested we could review. maybe we can plan that meeting sometime and add it to this? |
Update: Keep issue open while Olivia and Laney work thru intake process. Nina and Marie can make these “agency overview” informal style docs for themselves in the meantime |
No new updates since May 22 |
A comprehensive Agency overview may be needed to give a high-level view all in one place. This may look like new properties on HubSpot or a google doc for each agency (like this example for SLORTA (https://docs.google.com/document/d/1rJx2wFn27N3Sd8FljEv7vAUnOzRffR_F_3n10L-knNQ/edit?usp=sharing)
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