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Teams
Coaching
- 📝 General Criteria to change contact owners
- ⚙️ How to configure Okta Verify on iOS or Android
- 🔒 How to deactivate an EnGen account? ❌
- How to manage Aircall 📞
- 📩 How to manage HubSpot Inbox
- How to manage Salesmsg 💬📲
- How to manage WhatsApp messages 📳🔠
- Private & Group Classes - General Information & Best Practices 🙋👩💻
- Speak Easy by EnGen - General Information & Best Practices 🗣️🔊
- 🧭 New Admin NPS Roadmap 🔍
- 🔗 Essential links and phone numbers for the coaching team
- 🎯 Learner NPS Response Follow-Up for Coaches
- ⏲️📦Amazon & CAEL EV deadline extension - Guidelines and Best Practices for Coaches
- ✨Instructions to change a learner’s program/package to a different one (Amazon/CAEL)
- ✅ Official Snippets Reference Guide
- 📩 HubSpot SMS - General Information & Best Practices
- 📊 Coaching Internal HubSpot Reports
- 2️⃣🥈 Second Touch Point (automated)
- 🆙🔝EnGen Adult ESL U.S. Level Mapping
Client Engagement Team
- Sales ➡️🤝➡️ Customer Success Hand-Off Process 🚀
- 🔍 Recording And Finding Learner Quotes & Success Stories in HubSpot
- 📌 What are Activation Criteria?
- 📒 How to add Group ID (feature group ID)
- 📬 Client Assignment - Client Engagement Team
- CSMs - Internal Trainings 📚🎓🤝
- CSMs - Internal HubSpot Reports
- 📝 How to Add Line Item IDs?
- 📣 How to Report Coaching Services Updates to Clients
- 📝 Process: Admin NPS Response Follow-Up
- 📌 Admin & Coaching Reports
- Client & Learner-Facing Marketing Materials
- Guidelines for Moving Learners from Old Deals to New Deals
- ↕️🔝EnGen Adult ESL U.S. Level Mapping
- Client Purchases Coaching / Enrollment — What’s Next for CSMs?