Newsletter flowchart

NEWSLETTER FLOWCHARTSINDEX

MONEY NEWSLETTER FLOWCHART

AM/CORE NEWSLETTER FLOWCHART

AM/CORE Follow-up NEWSLETTER FLOWCHART

AM/CORE Follow-up NEWSLETTER FLOWCHART

AM/CORE NEWSLETTER FLOWCHART

Open Canva and edit the Rockstars' pictures, to do so, you can use this link where we have all our GC's photos per wave.

Use this template to create newsletters.

Consider the information previously posted on the following Google documents:

Once that’s done, ask the QA supervisor for the interactions of the week.

CORE

AM

Use the following google sheets documents to get accurate information about our rockstars.

Go again to Canva and add the screenshot of the interactions with the Game changers’ pictures and case number.

CORE

AM

Make sure to filter per last week or month if applicable.

Almost there! Now download the file in PNG format and name every photo with the date.

10

Scroll down and pick those agents with 4 evaluations or more and whose average is 100%.

Finally add the photos in an email and send it to QA, Training, Supervisors, and the client.

AM/CORE Follow-up NEWSLETTER FLOWCHART

Use this link to check the Game Changer’s responses on the Google form

Remember to remove those agents who are no longer working with us.

On the Details tab scroll to the bottom and note the row numbers corresponding to the latest submissions

Reply to the Newsletter email copying that Agent-Supervisor chart, letting the supervisors know who hasn’t submitted the form yet.

Filter the column “Juicioso/no juicioso” Copy those that have “Falso” in front of their names and paste them in the agent/supervisor chart.

This time remove tier 3 from the email so that you will send the follow-up just to supervisors, trainers, and QA in Colombia and Nicaragua.

MONEY NEWSLETTER FLOWCHART

Use this template to create newsletters.

The ones from Nicaragua will be shared via email.

Consider the information previously added in this document under the “topics” tab.

Almost there! Now download the file in PNG format.

Once the QA tips are added to the newsletter, we can continue with the week’s rockstars

Finally add the photos in an email and send it to QA, Training, Supervisors, and the client.

Now go to the Canva presentation and edit the pictures of the Rockstars, to do so, you can use the link where we have all the photos of our Game Changers per wave.

MONEY Folllow-up NEWSLETTER FLOWCHART

Filter the “FILLED NOT FILLED” column so that you can count the number of agents with “Verdadero” and “Falso” which is useful information for the report

Use this same link to check the Game Changer’s responses on the Google form.

This time remove tier 3 from the email so that you will send the follow-up just to supervisors, trainers, and QA in Colombia and Nicaragua.

Under the tab “Newsletter acknowledgment form” scroll to the bottom and note the row corresponding to the latest submissions.

Use this template

I would like to provide you with a (mid-week/final) update regarding the acknowledgment of the current week’s QA Newsletter. Of the (# of agents in that LOB) Game Changers that are active on (LOB), at this point (# of agents who submitted the form) of them have filled out the form. This represents (% of agents who submitted the form)% of our productive agents. Please review in the chart below the list of Game Changers that have not acknowledged the newsletter form yet.

Then put those numbers on the formula found in the Roster pequeño tracker tab under the “FILLED NOT FILLED” column and pull the formula to the bottom.

The last week of the month we need to filter per all weeks so that we will have a monthly average to select the rockstars.

After the last report, put a color mark on the last row to have visibility of the information used for the last report, also add the date at the end of that same row.

Just download the number of slides that you need. Once you download the slides, go to the folder, right-click on the file, and select the "extract Al..." option Then name every photo with the format Newsletter MM.DD.YYYY or Rockstars MM.DD.YYYY.

Once you download the file you will need to right-click on the icon and "extract all..."After that, name the files with this format AM NL MM-DD-YYYY #of page

Use this template

I would like to provide you with a (mid-week/final) update regarding the acknowledgment of the current week’s QA Newsletter. Of the (# of agents in that LOB) Game Changers that are active on (LOB), at this point (# of agents who submitted the form) of them have filled out the form. This represents (% of agents who submitted the form)% of our productive agents. Please review in the chart below the list of Game Changers that have not acknowledged the newsletter form yet.

You can find this agent/supervisor chart if scroll a little bit more down.

Put those numbers on the formula found in the Roster tab under the “Juicioso/no juicioso” column and pull the formula to the bottom.

If you see that there are few agents with a 100% average, you can pick the ones with a 98% of average.

The Agents should have at least 4 interactions evaluated.