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CSR SOPs
FAQs
Internal Processes
Team Processes
Design Team Processes
Print Room Processes
Finishers Processes
Customer Success Team Processes
IT Processes
Shipping
CSR SOPs
New Clients
Quick Quotes
Cyrious
Front Office Tasks
Order submission
Follow-ups
Online Ordering
Shopify Training
Rewards, Referrals, and Discounts
Sales
Pricing
Email Responses
Pre Press Team
Employee Resources
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Ask Lexie
CSR SOPs
FAQs
Internal Processes
Team Processes
Design Team Processes
Print Room Processes
Finishers Processes
Customer Success Team Processes
IT Processes
Shipping
CSR SOPs
New Clients
Quick Quotes
Cyrious
Front Office Tasks
Order submission
Follow-ups
Online Ordering
Shopify Training
Rewards, Referrals, and Discounts
Sales
Pricing
Email Responses
Pre Press Team
Employee Resources
CSR SOPs
Standard operating procedures for task relating to customer success representatives
CSR Rush Order SOP
CSR Rush Process for Existing Clients
Processing an online order that needs a refund - CSR
How to Merge Companies and Contacts in HubSpot
New Clients
How do I assign a new client to a designer?
Label Consultations--what you need to know
Quick Quotes
How to process a Quick Quote
Cyrious
How to find client info in Cyrious
Cleaning up companies with an “Unknown” industry in Cyrious
Front Office Tasks
How do I file the paperwork?
HubSpot Tasks
What to do if a client wants us to measure their containers
Order submission
How do I submit an order to the WIP?
Processing an existing customer's quote or order request
How to Create a Deal
Follow-ups
How to conduct press proof follow ups
CSR Pick-ups follow ups
