Curriculum
- 6 Sections
- 73 Lessons
- Lifetime
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- PSG 10121
- 1.0Archetypes
- 1.1CRM
- 1.2RFR
- 1.3RFR vs On Hold
- 1.4Onboarding Slack Channel
- 1.5Setting and Holding Expectations
- 1.6Scope Creep
- 1.7Changing Scope
- 1.8SOPs
- 1.9Useful Resources
- 1.10Virtual Assistant (VA)
- 1.11Story Brand
- 1.12Support Specialist
- 1.13Skipping RFR
- 1.14RFR Box
- 1.15Clickup-Account Overview
- 1.16Clickup-Tabs
- 1.17Clickup Setup
- 1.18Clickup-Adding Client to Clickup
- 1.19Clickup – Research Tab in Clickup
- 1.20Clickup – Connect Client Success List and CRM
- PSG Software14
- Partner Care11
- PSG Onboarding16
- 4.1New Account Setup
- 4.2Create and Embed Dashboard
- 4.3Onboarding Tasks
- 4.4Onboarding Specialist
- 4.5Marketing Plan
- 4.6Marketing Plan AI Help
- 4.7Conversion Tracking
- 4.8Following Clickup Process
- 4.9Creating Research Tab in Clickup
- 4.10Meetings and Presentations- With Sales
- 4.11Meetings and Presentations – Onboarding
- 4.12Settings Expectations and Following Up
- 4.13Meetings and Presentations – Internal Kickoff
- 4.15Meetings and presentations – Status Report
- 4.16Meetings and Presentations – Launch
- 4.17Meetings and Presentations – Moving to Regularly Scheduled Meetings-
- Offboarding6
- PSG Support5
