Custom templates for Courtney and iAdvize, and some notes for anthology, glassdoor, and stopit.

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Norm Rasmussen
2024-01-16 16:36:37 -05:00
parent 74cc4058bd
commit e9bdfd23df
25 changed files with 2448 additions and 75 deletions

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@ -100,7 +100,7 @@ Austin reached out to Michael Stalenwart. Michael emailed Glassdoor on 7/5 and s
* Paul wants to learn more best practices to keep interest up with clients
* What is the flow?
* JO sends automated email based on Salesforce/GS data for all new [closed](2023-10-27_closed.md)
* JO sends automated email based on Salesforce/GS data for all new closed
deals
* Pooled kick-off call every Tuesday - learn about GSU, click into University
* JO email is tokenized - auto-enrolled in courses