Create visuals for SOPs

cal-itp / customer-success

Customer service and CRM tasks and related code

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Create visuals for SOPs #481

Open mariearaneta opened 6 months ago

mariearaneta commented 6 months ago

To Do

@mariearaneta and @ninadinh-la to create visuals for the following SOPs

G02: Customer Success: Account Manager: Quarterly Check-Ins [SOP] G09: Account Manager Approach One Pager CRM 06: Agency Profile Maintenance [SOP] (this one is pretty messy) C01: Connectivity/CS

Github issue

CRM04: Internal Support Pipeline [SOP] CRM03: Support Pipeline [SOP]

Arbitrary due date: 6/14/24

mariearaneta commented 6 months ago

@ninadinh-la do you have any preference on which you'd like to tackle?

mariearaneta commented 6 months ago

@ninadinh-la

I'm thinking of taking on the following:

G02: Customer Success: Account Manager: Quarterly Check-Ins [SOP] G09: Account Manager Approach One Pager CRM04: Internal Support Pipeline [SOP]

Let me know what you think. Thanks!

ninadinh-la commented 6 months ago

Cool @mariearaneta ! I can take on: CRM 06: Agency Profile Maintenance [SOP] (this one is pretty messy) C01: Connectivity/CS

https://github.com/cal-itp/customer-success/issues/480 CRM03: Support Pipeline [SOP]

AnthonyRollins commented 3 months ago

@mariearaneta @ninadinh-la Did we make any progress on the list of SOP here? If needed, we update the description to create some to-do lists for each of you. It would look something like this:

To-Dos for @mariearaneta

[ ] CRM 06: Agency Profile Maintenance [SOP] (this one is pretty messy)
[ ] C01: Connectivity/CS
[ ] https://github.com/cal-itp/customer-success/issues/480
[ ] CRM03: Support Pipeline [SOP]

mariearaneta commented 3 months ago

@AnthonyRollins I am not sure about Nina, but I haven't put in much work on this yet. I'll add this to-do list to the description.

Another note - Do you think we should hold off while Caitlin revises some of these SOPs?

ninadinh-la commented 3 months ago

@AnthonyRollins @mariearaneta I have not started to revamp these SOPs either. The to-do list would be helpful.

I also wonder about Marie's question^ is Caitlin going to revise these?

AnthonyRollins commented 3 months ago

@ninadinh-la @mariearaneta I wouldn't worry about any changes to the SOPs so I would go ahead and make edits and update with visuals.

mariearaneta commented 1 week ago

Update: I haven't touched this issue since August. Planning to come back to this after CTA. @ninadinh-la perhaps we can set aside time to work on this together?