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cal-itp / customer-success

Customer service and CRM tasks and related code
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ODS Campaign #346

Open kathrynmsullivan opened 9 months ago

kathrynmsullivan commented 9 months ago

CS is using resources to support the team with ODS outreach. The goal of this issue is to document the outreach stages and define how we track in those stages.

10/10: ODS Outreach draft here

kathrynmsullivan commented 9 months ago

@laneymangan - I've completed a draft of the ODS outreach. When you have the bandwidth, I'd love your edits/feedback. Thank you!

laneymangan commented 9 months ago

@kathrynmsullivan looks good! I added a few minor things/comments. We can continue to build the doc as we further develop the campaign process and get more details from Scott. We can also ask Scott to take a look at the outreach script at some point before we finalize.

AnthonyRollins commented 8 months ago

@kathrynmsullivan @laneymangan I think we can send this over to Scott, as this looks ready to me to at least get sign off on our outreach list and scripts.

kathrynmsullivan commented 7 months ago

12/13/23: Notes from Meeting with Scott

kathrynmsullivan commented 5 months ago

@AnthonyRollins - @o-ram and I met with Scott. Moving forward with the Campaign starting end of Feb.

AnthonyRollins commented 4 months ago

@kathrynmsullivan this would be a good use of a pipeline in Hubpsot.