Daily SOP for Support

Original Document

A “day in the life” of a Sales/Support person with Soundspace

The position referred to as Support & Member Services

All work done is aimed at building the community and creating the best experience possible for everyone involved.

Tasks are:

• Hubspot

• Service > Tickets

• Sales >

• Deals

• Tasks

• New Member Tracker

• Process found here

• Each day, add any new signups from the day before

• Will be seen in email or can be seen in Memberspace

• Follow tracker to fill in any blank spaces

• Might include:

  • sending Welcome Emails,

  • new member “meet texts”

• Personalized templates found here in the Meet New Member SOP

• Discovery calls

• Space Walkthroughs

• If you assigned to a walkthrough on a certain day, follow procedures and complete the walkthrough checklist

• Admin

• Any tasks/issues that are assigned in Linear

• 2-3 hours per day minimum

• Complete in order of Urgency