CS Master Doc Reference
Create
Onboarding (short with event app): https://docs.google.com/document/d/1-KCYLItAi9nGacsSJQGgYxq9XRI2fMvEvgui2oyJelo/edit
Onboarding (short without event app):
CN Onboarding Email (Long Version):
https://docs.google.com/document/d/15PM9TCaSY4gekaPKRa6klKEh1d4NzX78Hkuq4Oryk2Q/editCN Onboarding Email (Short Version):
Onsite Management: https://docs.google.com/document/d/1PDhgXro8Y7wbl66xOobaNFmuiho6B4IlVCs4m7AXEMU/edit#
Active Branded Domain: https://docs.google.com/spreadsheets/d/1RzVEQTr7ifES4JovBwdgNErILCGQN80OF59rNsBdu_w/edit#gid=0
DNS Checker: https://dnschecker.org/
Pigeonhole Active Events: https://docs.google.com/spreadsheets/d/1o3nZ7w7emfOdzt_23yjRmMyJJbGxNiGQGjomgVRyIcg/edit
Sense link: https://sense.jublia.com/
Pipedrive link: https://jublia.pipedrive.com/
Helpscout link: https://secure.helpscout.net/
2. Launchpad
QCA Process flow: https://docs.google.com/document/d/1PH5f4hCMgoc59YoqvCvKZhbvOkd0PpeFhtBI4K3D9I4/edit
QCA Checklist: https://docs.google.com/spreadsheets/d/1YbUwWS4JesPNhCq_c3EIVrakqwPEFx-oMYNBtev34cI/edit#gid=0
Demo Test Links: https://docs.google.com/spreadsheets/d/1uD7drK9u9t9C-zJkBP55UeGKgvj1XFId2vb63HpYOUU/edit#gid=0
UAT Email: https://docs.google.com/document/d/1PDhgXro8Y7wbl66xOobaNFmuiho6B4IlVCs4m7AXEMU/edit#
3. Engagement
Launching Email: https://docs.google.com/document/d/1PDhgXro8Y7wbl66xOobaNFmuiho6B4IlVCs4m7AXEMU/edit#
BM Phases: https://docs.google.com/document/d/1m3qqMGWG_IjQROC5r_7MrGlJOjOsblLZ6UUyG0i1xv8/edit#heading=h.opi9gvibrijxOnsite Followup https://docs.google.com/document/d/1PDhgXro8Y7wbl66xOobaNFmuiho6B4IlVCs4m7AXEMU/edit#Deckhttps://drive.google.com/drive/folders/1nlx_xihBuHkEkKGjJRcHjQ9QvWzwn6ce
4. Last Mile
Onsite/Virtual Meetings Guidebook: https://docs.google.com/presentation/d/1_6F_sEkKufqO7ELNjkBcozOX9qjGZHJYPFV3Uj10y9Y/edit#slide=id.ge2ea78f908_2_0
1-1 Video Troubleshoot: https://docs.google.com/document/d/1ESJUzxjnyHpRvxwgk30-Xx8diIaqcYGfKgU-x3_Tmao/edit
5. During Event
Onsite/Virtual Support Shift: https://docs.google.com/spreadsheets/d/1DWA3WxEKQr-JJGq8CkYvO57TP-0vjpWhaekzVKaa780/edit#gid=1078620856
6. Post Event
Events Live - Knowledge Level: https://docs.google.com/spreadsheets/d/1R3ZsvCU-iwMIoPr7LrQ0l6rsGXUACnR0mjenJX99WbM/edit#gid=0
Project Feedback (Event Reports Community): https://currents.google.com/u/3/communities/102010668767658802961
QCA Evaluation: https://docs.google.com/spreadsheets/d/1TYHxXCWwvGqQLGx7IBmMj4CIqsNsPQG2vnouZO7_D1I/edit#gid=0
Product Story Customer Success Tasks
Post Release Process (CX)
Post Release Testing Main Doc: https://docs.google.com/document/d/1mi-I16SOm5tk7lYAgCbqX8LBoHTjy5KqtgLyeRiQ-fc/edit
Post Release Testing Sheet: https://docs.google.com/spreadsheets/d/1oHDTemzswhE0j6SVMOJs1-u0w2moZPeJZ3j_ldVf91Y/edit
Testing Asset Folder: https://drive.google.com/drive/folders/1gDIp67VRm3w4V8i1ecPHG_8z2ywACEb9?usp=sharing
Knowledge Base Process (CEd)
Full Cycle Helpscout Articles: https://docs.google.com/document/d/1MX9TDJsP3Ty_SsTIrpCjaUDrAtglo33EJWPMkdOLAiY/edit
Article Creation and Translation: https://docs.google.com/document/d/1Hgi4DMh0s0J2LC0hfHRyq3PCJgkQnwBxmh3eVSTqJJM/edit
Match FAQ - All Languages: https://docs.google.com/spreadsheets/d/1sD5QescvuyVmKrgvBNAyzJnTjLlYxhBdHmpc5Zwdd8A/edit#gid=391238884
Reviewing Helpscout Articles: https://docs.google.com/document/d/1xWUVVUERk1K9HSplqynJ-Rv1Ea3Ggbez1cp1NVUb_e4/edit#heading=h.gon9znzgk3lr
Pointing articles to Beacon: https://docs.google.com/document/d/1tqH5fHFzXg8fdwfoVRdpLm9ELk2nNTSaAAFPjZ3-k4c/edit#heading=h.gon9znzgk3lr
Demo Process (CEd): https://docs.google.com/document/d/1SBqaZrEnlUO69UrC0o4ht3ve-Z24MZk4eohc_6uR4to/edit
Client Update Process (CEd): https://docs.google.com/document/d/1H7m50PnUX1f9FXtT90klCGTCbhCllZR_Ifnj3gqiXpg/edit#heading=h.gon9znzgk3lr
Other Documents - Translations (CX)
Translation Flow Translations Flow
Content Translation Content Translation
Reg Collective Guide: https://docs.google.com/document/d/19MX-Hh_1_dM_1wpUI-2b7rCQVNRBGO2mdQHhlzFSztY/edit#heading=h.lg85zcy65jvp