Who Do I Reach Out to For What?

Directory of the corporate support team for whom to go to for what and how.

• For customer-related questions, you must assign a task to their account (with the name, phone number & email) in the PipelineCRM. Add one of these options below to the task/activity in PipelineCRM:
  • New Client
    • Onboarding Process
    • Website Content For Customers
    • Digital Marketing Materials & Forms
    • Practitioner Finder Map
  • Existing Clients
    • Marketing Support
    • Basic Social Media Support
    • Practitioner Finder Map
• Online Store Orders
• Warranties Renewal Packages
• Training Packages & Cost
• Monthly Training Webinar Registration
• Service
  • Service Calls
    • Opening Ticket For Service Team
  • Service Forms
• Test Board Responses
• AML Code Entry
  • Email Samantha the Code & Laser Serial Number

• Clinical Questions & Training Scheduling

• Shipping/Tracking Information
  • New Sale Material Shipments & Updates
  • Device Shipment Status
  • Marketing Material Shipment
  • Cart Shipment
  • Training Certificates Mailed Out
  • Test Boards To Mail Out
  • Trade Show Event Items
  • Store Shipments
• Internal Marketing Collateral Orders For Reps

• Questions Regarding Service or Repairs
• Status Of Repair
• Customer Laser Troubleshooting

• How To Instagram?
• Social Media Booster Package
• Internal Social Media Support (Reposting, sharing, finding leads)
• Online tips, tricks, questions regarding social media platforms
• Reposting (How-to, best applications, etc)
• GaggleAMP Support
• Making an account (whether FB, IG, Linked In, GaggleAMP, etc.)
• Interactions (Advising on whom to interact with online whether it's a potential client or a client seeking more support such as likes, comments, reposts, etc.)
• Content Information (Questions about B/As regarding TX counts, lens used, etc.)
• Influencer Campaigns (If a client has an interest in collaborating with us and an influencer)
• How to set up a scheduler for posts
• Webinar Marketing (Registration links to use, reposting graphics on LinkedIn, YouTube webinar videos)

• HR Onboarding
• CRM Account Set Up
• Back-Up For Clinical Questions
• Customer Special Pricing
• Adverse Event Information
• Commission Questions
• Company Cell Phone Questions

• Wire Transfers
• Payment Receipts
• State Sales Tax
• Payroll
• 401K

• Health & Dental Benefits / Forms

• New Rep Onboarding
• Zoom Account

• New Rep Laptops
• New Marketing Ideas
• Local Events
• Brand Guidelines

• Contact for International Marketing & Sales