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Agency Overview #311

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kathrynmsullivan opened this issue Aug 17, 2023 · 5 comments
Open

Agency Overview #311

kathrynmsullivan opened this issue Aug 17, 2023 · 5 comments
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account-manager Issue for developing the account manager program

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@kathrynmsullivan
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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)

@AnthonyRollins
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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.

@kathrynmsullivan kathrynmsullivan moved this from Paused to Todo in Customer Success Jan 25, 2024
@mariearaneta
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This could be a great way to get to know our agencies @ninadinh-la

@mariearaneta mariearaneta self-assigned this May 13, 2024
@ninadinh-la
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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?

@mariearaneta
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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

@AnthonyRollins AnthonyRollins added the account-manager Issue for developing the account manager program label Aug 14, 2024
@mariearaneta
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No new updates since May 22

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Labels
account-manager Issue for developing the account manager program
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4 participants