Content Naming Convention
‘Client name from Salesforce – Facility ID found in Salesforce’
There is a space, dash, space between the two pieces of information.
...
Content SOP
An SOP describing the best practices of content, including the naming convention standards for content Service Lists and Decks.
Naming Conventions
Decks and Service Groups
This is for ...
Coaching Call Attempt SOP
Quarterly Coaching Call Attempt Process
Appointment Setting Attempts Steps:
1st Attempt – Scheduling Email template sent on the first working day of the month
2nd Attempt – Scheduling ...
Client Referral Credit SOP
If a current Optimize client refers a potential client to Optimize, the existing client that referred is eligible for a referral credit. This credit is ...
Coaching Call Attempt Email Templates
1st Attempt Email Template – Send on first working day of the month:
Subject: Quarterly Coaching Appointment RequestHello ,Hope you are doing great.It’s that time again! ...
Coaching Call Attempt Process
Quarterly Coaching Call Attempt Process
Appointment Setting Attempts Steps:
1st Attempt – Scheduling Email template sent on the first working day of the month
2nd Attempt – Scheduling ...
Content Tools
Content Tools:
Bitly - https://bitly.com/
shorten URLs when needed for post copy character restrictions
Can hinder SEO value
Provides reporting on link clicks
Google Marketing Kit - https://marketingkit.withgoogle.com/
promote clients’ Google ...