https://padlet.com/astramentore/efe8j3zuvp65rdst Cycle plan and CC best practices en-us 2023-04-20 09:10:39 UTC 2025-04-24 07:16:32 UTC hello@padlet.com https://padlet.net/icons/png/1f4a1.png astramentore https://padlet.com/astramentore/efe8j3zuvp65rdst/wish/2561453167 Discuss opportunities for growth, review items to improve, concentrate on the Chat Structure in general + chat flows (IMS, USP, esc)]]> 2023-04-20 09:15:01 UTC https://padlet.com/astramentore/efe8j3zuvp65rdst/wish/2561453167 astramentore https://padlet.com/astramentore/efe8j3zuvp65rdst/wish/2561455597 Check achievements, work on the Roadmap, USP, suggestions & implementation, set goals for the next week]]> 2023-04-20 09:16:23 UTC https://padlet.com/astramentore/efe8j3zuvp65rdst/wish/2561455597 astramentore https://padlet.com/astramentore/efe8j3zuvp65rdst/wish/2561458173 Review set goals, concentrate on the Soft Skills (especially Familiarization, Responsiveness) + Suggestions]]> 2023-04-20 09:18:04 UTC https://padlet.com/astramentore/efe8j3zuvp65rdst/wish/2561458173 astramentore https://padlet.com/astramentore/efe8j3zuvp65rdst/wish/2561468278 Check progress, speak about rejections, difficult/tricky suggestions]]> 2023-04-20 09:23:29 UTC https://padlet.com/astramentore/efe8j3zuvp65rdst/wish/2561468278 astramentore https://padlet.com/astramentore/efe8j3zuvp65rdst/wish/2561471675 Previous session recap, discuss what should be achieved next, set goals]]> 2023-04-20 09:25:26 UTC https://padlet.com/astramentore/efe8j3zuvp65rdst/wish/2561471675 astramentore https://padlet.com/astramentore/efe8j3zuvp65rdst/wish/2561473617 CC approach recap, check results, compare them with the results before the cycle, sum-up what we improved and set goals for the future]]> 2023-04-20 09:26:47 UTC https://padlet.com/astramentore/efe8j3zuvp65rdst/wish/2561473617 astramentore https://padlet.com/astramentore/efe8j3zuvp65rdst/wish/2561476659 2023-04-20 09:28:48 UTC https://padlet.com/astramentore/efe8j3zuvp65rdst/wish/2561476659 astramentore https://padlet.com/astramentore/efe8j3zuvp65rdst/wish/2561478489 2023-04-20 09:29:58 UTC https://padlet.com/astramentore/efe8j3zuvp65rdst/wish/2561478489 astramentore https://padlet.com/astramentore/efe8j3zuvp65rdst/wish/2562019712 Gather the details to understand the issue, ask additional questions, restate the issue back if it's clear]]> 2023-04-20 15:07:14 UTC https://padlet.com/astramentore/efe8j3zuvp65rdst/wish/2562019712 astramentore https://padlet.com/astramentore/efe8j3zuvp65rdst/wish/2562020266 2023-04-20 15:07:36 UTC https://padlet.com/astramentore/efe8j3zuvp65rdst/wish/2562020266 astramentore https://padlet.com/astramentore/efe8j3zuvp65rdst/wish/2562021938 Thanks for the details! Could you please mention a site name and a staff member's email address the notifications from the site go to?]]> 2023-04-20 15:08:51 UTC https://padlet.com/astramentore/efe8j3zuvp65rdst/wish/2562021938 astramentore https://padlet.com/astramentore/efe8j3zuvp65rdst/wish/2562023621 I'll gladly help you to change the email address for receiving notifications for booked sessions on your site. Does the issue happen on the "sitename"?]]> 2023-04-20 15:10:08 UTC https://padlet.com/astramentore/efe8j3zuvp65rdst/wish/2562023621 astramentore https://padlet.com/astramentore/efe8j3zuvp65rdst/wish/2562024925 Thank you for explaining the issue. Would you like to change the email for notifications when sessions are booked?]]> 2023-04-20 15:11:06 UTC https://padlet.com/astramentore/efe8j3zuvp65rdst/wish/2562024925 astramentore https://padlet.com/astramentore/efe8j3zuvp65rdst/wish/2562026955 You usually roadmap customers about your plan on the issue investigation, which is great. Let's also start using a suggestion roadmap]]> 2023-04-20 15:12:36 UTC https://padlet.com/astramentore/efe8j3zuvp65rdst/wish/2562026955 astramentore https://padlet.com/astramentore/efe8j3zuvp65rdst/wish/2562034735 2023-04-20 15:18:23 UTC https://padlet.com/astramentore/efe8j3zuvp65rdst/wish/2562034735 astramentore https://padlet.com/astramentore/efe8j3zuvp65rdst/wish/2562036758 Besides, I'd like to share a small tip for your site's development once we solve the issue with email notifications. How does it sound?]]> 2023-04-20 15:19:55 UTC https://padlet.com/astramentore/efe8j3zuvp65rdst/wish/2562036758 astramentore https://padlet.com/astramentore/efe8j3zuvp65rdst/wish/2562040103 Always state a clear time frame for issue investigation (up to 5 min), update in a timely manner. Besides, pay attention to every user's message and be transparent]]> 2023-04-20 15:22:23 UTC https://padlet.com/astramentore/efe8j3zuvp65rdst/wish/2562040103 astramentore https://padlet.com/astramentore/efe8j3zuvp65rdst/wish/2562040952 2023-04-20 15:23:02 UTC https://padlet.com/astramentore/efe8j3zuvp65rdst/wish/2562040952 astramentore https://padlet.com/astramentore/efe8j3zuvp65rdst/wish/2562049504 1. Update in 4 min, share your findings + ask for 5 more min: "Thank you for waiting, Alexis!
I've checked your site settings and see the email the notifications are sent to. Kindly let me check how it can be changed on our end. I'll be back in 5 min"

2. Share your findings again + let the user know you still need a couple of mins to investigate (if needed)

*Tip: You can also use the downtime to familiarize, this way you can win some time: ask a Powerful Question about the site or business to use it for suggestions later, make a compliment, initiate a small talk / OR / present the suggestion so the user can work on it while you're troubleshooting]]> 2023-04-20 15:29:19 UTC https://padlet.com/astramentore/efe8j3zuvp65rdst/wish/2562049504 astramentore https://padlet.com/astramentore/efe8j3zuvp65rdst/wish/2562050280 2023-04-20 15:29:55 UTC https://padlet.com/astramentore/efe8j3zuvp65rdst/wish/2562050280 astramentore https://padlet.com/astramentore/efe8j3zuvp65rdst/wish/2562052997 Set clear expectations (roadmap) about what you're going to check + mention a time frame for your absence:

"Please allow me 3-5min to open your account and check SEO settings now"]]> 2023-04-20 15:31:59 UTC https://padlet.com/astramentore/efe8j3zuvp65rdst/wish/2562052997 astramentore https://padlet.com/astramentore/efe8j3zuvp65rdst/wish/2562054622 Use encouraging and motivating phrases + cliffhangers]]> 2023-04-20 15:33:11 UTC https://padlet.com/astramentore/efe8j3zuvp65rdst/wish/2562054622 astramentore https://padlet.com/astramentore/efe8j3zuvp65rdst/wish/2563008605 2023-04-21 08:54:11 UTC https://padlet.com/astramentore/efe8j3zuvp65rdst/wish/2563008605 astramentore https://padlet.com/astramentore/efe8j3zuvp65rdst/wish/2563009415 Make sure it's the right time to move to suggestions: first, finish with the issue, then move to suggestions]]> 2023-04-21 08:55:03 UTC https://padlet.com/astramentore/efe8j3zuvp65rdst/wish/2563009415 astramentore https://padlet.com/astramentore/efe8j3zuvp65rdst/wish/2563010056 2023-04-21 08:55:46 UTC https://padlet.com/astramentore/efe8j3zuvp65rdst/wish/2563010056 astramentore https://padlet.com/astramentore/efe8j3zuvp65rdst/wish/2563011755 Make a transition phrase encouraging and interesting, mention you already have a tip for the user:

E.g. "I also have the suggestion for your site's growth. Do you have a minute to discuss it with me?"]]> 2023-04-21 08:57:44 UTC https://padlet.com/astramentore/efe8j3zuvp65rdst/wish/2563011755 astramentore https://padlet.com/astramentore/efe8j3zuvp65rdst/wish/2563012723 2023-04-21 08:58:55 UTC https://padlet.com/astramentore/efe8j3zuvp65rdst/wish/2563012723 astramentore https://padlet.com/astramentore/efe8j3zuvp65rdst/wish/2563013722 2023-04-21 09:00:11 UTC https://padlet.com/astramentore/efe8j3zuvp65rdst/wish/2563013722 astramentore https://padlet.com/astramentore/efe8j3zuvp65rdst/wish/2563015815 Attract a user's attention with the phrase, mention benefit:

E.g. "To make our conversation beneficial, I'd also like to share a small tip for your site development"]]> 2023-04-21 09:02:57 UTC https://padlet.com/astramentore/efe8j3zuvp65rdst/wish/2563015815 astramentore https://padlet.com/astramentore/efe8j3zuvp65rdst/wish/2563017282 Personalize the suggestion due to user's needs, customize the value, suggest implementing together, guide step-by-step]]> 2023-04-21 09:04:37 UTC https://padlet.com/astramentore/efe8j3zuvp65rdst/wish/2563017282 astramentore https://padlet.com/astramentore/efe8j3zuvp65rdst/wish/2563020026 2023-04-21 09:07:28 UTC https://padlet.com/astramentore/efe8j3zuvp65rdst/wish/2563020026 astramentore https://padlet.com/astramentore/efe8j3zuvp65rdst/wish/2563020607 2023-04-21 09:08:08 UTC https://padlet.com/astramentore/efe8j3zuvp65rdst/wish/2563020607 astramentore https://padlet.com/astramentore/efe8j3zuvp65rdst/wish/2563030403

Connect the suggestion to a user's site/business/account/their goal, etc. to show "why" it's relevant for them

^{E.g. "Since your online store is developing, it's a great idea to attract more potential customers to your site by creating the SEO plan with the SEO Wiz tool"}

• Customize the value of the suggestion to show "how" the user can benefit from it

^{E.g.: "The tool automatically generates tasks for your site, and you can complete them for the Google to index your site and show it in the Google Search results"}

• Suggest implementing together: send a direct link to the SEO tab in the dashboard, encourage the user to access the tool, explain what they should do next step-by-step

^{E.g.: "Please click here to access the tool, and press "Get Started" button. You'll be asked to answer 3 simple onboarding questions which will help to create the tasks for the site"}

• Check the result and praise the user

^{"Please let me know how the process is going! ... Great job, Benjamin, I see the SEO plan is created, so you're welcome to follow the tasks in the tool anytime :)"}

]]> 2023-04-21 09:19:38 UTC https://padlet.com/astramentore/efe8j3zuvp65rdst/wish/2563030403 astramentore https://padlet.com/astramentore/efe8j3zuvp65rdst/wish/2563031194 2023-04-21 09:20:28 UTC https://padlet.com/astramentore/efe8j3zuvp65rdst/wish/2563031194 astramentore https://padlet.com/astramentore/efe8j3zuvp65rdst/wish/2563032279 Encourage to work on the tool together right now first, but don't ask if the user wants you to show the tool]]> 2023-04-21 09:21:41 UTC https://padlet.com/astramentore/efe8j3zuvp65rdst/wish/2563032279 astramentore https://padlet.com/astramentore/efe8j3zuvp65rdst/wish/2563032998 2023-04-21 09:22:36 UTC https://padlet.com/astramentore/efe8j3zuvp65rdst/wish/2563032998 astramentore https://padlet.com/astramentore/efe8j3zuvp65rdst/wish/2563033448 Guide the user to the implementation, tell them what they should do next, and check the result]]> 2023-04-21 09:23:11 UTC https://padlet.com/astramentore/efe8j3zuvp65rdst/wish/2563033448 astramentore https://padlet.com/astramentore/efe8j3zuvp65rdst/wish/2563034021 2023-04-21 09:23:49 UTC https://padlet.com/astramentore/efe8j3zuvp65rdst/wish/2563034021 astramentore https://padlet.com/astramentore/efe8j3zuvp65rdst/wish/2563035347 2023-04-21 09:25:38 UTC https://padlet.com/astramentore/efe8j3zuvp65rdst/wish/2563035347 astramentore https://padlet.com/astramentore/efe8j3zuvp65rdst/wish/2563037114 In such a situation, we can suggest having a look at the feature (in the Editor in this chat), and even implement it showing how to scan the site for tasks and complete the 1st one, and then the user will decide with the team to complete tasks or not.

Besides, we can send a follow-up email with the info, not just an article link]]> 2023-04-21 09:27:50 UTC https://padlet.com/astramentore/efe8j3zuvp65rdst/wish/2563037114 astramentore https://padlet.com/astramentore/efe8j3zuvp65rdst/wish/2563042554 Chat Saved Replies doc
Chat Structure in Bank of Chats]]> 2023-04-21 09:35:14 UTC https://padlet.com/astramentore/efe8j3zuvp65rdst/wish/2563042554 astramentore https://padlet.com/astramentore/efe8j3zuvp65rdst/wish/2565356516 It's also important to mention the site name you're suggesting for. The issue was on the "All Our Parks", but the suggestion suggested for "Dept AZ MCL" - https://app.screencast.com/h5ps76lKcHTNi ]]> 2023-04-24 08:15:28 UTC https://padlet.com/astramentore/efe8j3zuvp65rdst/wish/2565356516