Focus: Essentials Catalog

Catalog links

Note: Essentials pricing is the same for all tiers. Linking individual catalogs in case the client clicks around into other categories.

Sample Skus

PAPER-SAMPLE

(1 of each toilet paper, paper towel and trash bag)

Monthly Business Review

CSM Clients

CSM-managed clients get a more white-glove monthly business review with a custom deck and personal walkthrough from their account manager.

Monthly Business Review Decks

How to update MBR decks

Team Folders

Adeline

Ben

Sarah

Zaira

Scheduling Monthly Business Review Calls

MBR Call - Scheduling Process

Support-Only Clients

Support-only clients will receive a dashboard overview via email that mimics the stats and upsell campaigns highlighted in the MBR decks.

KPI Spreadsheet

*This document will be uploaded into Hubspot to fuel the data in the dashboard email.

Hubspot email

*Reference for email design

Direct email for this first round to introduce new dashboard concept - due 1/14 from mktg team

*Will come as a sequence out of Hubspot from Jeri