All the tools/resources below are used by every ASTOUNDZ employee.
ASANA – Project Management Tool
Zendesk – Help Desk Ticketing System
Keeper – Password Security Vault
SharpSpring – CRM
Ring Central – Our Phone System and ZOOM Conference Tool
Google Drive – ASTOUNDZ Team Folder
Office 365 – Email
Tracking Time/Logging Hours
QuickBooks/T-Sheets is our Time Sheet tool.
TIP: Write down what you intend to do when switching to new clients before getting to work on tasks, etc.
Client Questionnaires
The Discovery Process
ASTOUNDZ uses questionnaires to 1) intake Client information. 2) help define project scope & goals. In order to begin work with us, clients must fill out and submit the questionnaires that are relevant to their project (if an SEO & Web client they must submit both forms).
Additional Tools/Resources
Keeper – Password Vault
Keeper is ASTOUNDZ’s secure online password vault. Use Keeper to store and access credentials securely.
Before asking someone for help, always check Keeper for login details.
ZenDesk (Ticketing/Client Support System)
ASTOUNDZ uses ZenDesk to help intake client support needs. We ask all clients to begin using this system after completing a project. By simply emailing helpme@ASTOUNDZ.com, clients can ping us and have the whole company notified allowing the best representative here to take care of their needs.
Documentation:
https://www.zendesk.com/service/ticketing-system/documentation/
Test Yourself Before You Wreck Yourself!
Go through each one of these sections and test your skills and knowledge to see how much you know!
