Resources
Internal People Resources
We’re all here to help! The team is available through several communication channels:
Slack - Use this instant messaging platform for quick questions and follow ups that you won’t need to reference later. (Expect a response within 1 hour) Please do NOT send sensitive/confidential documents via Slack
Email - Use email for longer content and discussion between multiple people that will require back and forth, and may need referenced later on. (Expect a response within 1 day)
Monday Ticket Boards - Use this internal ticketing system for ALL work/project requests (small and large) that will require tracking and documentation of completion, may have many moving parts, and will need to be prioritized with other work or when someone ask you to put your requests in a ticket instead of an email. (Response time varies by ticket Priority: Blocker – Immediate Attention, Major – Needed by certain date, Minor – Get to it when you can)
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WHO TO CONTACT Issue/Question |
Contact
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Human Resources
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Insperity - 1 (866) 715-3552
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IT and Hardware Support
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Laura
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Billing
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Laura
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Customer Success / Client reporting and all general questions
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Helen
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Data Integration / How we get leads & sales data
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Charlie, Jordan, Derek
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Data Processing / Automatch -> Stage -> Prod
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Charlie, Jordan, Derek
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Data QA / Quick General Questions
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Jordan, Charlie, Derek
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Data QA / Significant changes in attribution or questions on data
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Jordan - Monday ticket only!
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Dev Team Requests (ALL technical/engineering requests not already on this list)
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Jordan - Monday ticket only!
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New Client Integration/Onboarding
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Amy, Jac
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Sales Team
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Chris, Brandi
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Taxonomy / Web Traffic Changes
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Helen - Monday ticket only!
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Taxonomy / Source Management & Consolidation
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Jordan - Monday ticket only!
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Monday Board Changes, Automations or Questions
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Charlie, Jordan, Derek
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TVA
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Amy
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ODA
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Jordan, Brandi
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Website Tags / Clarivoy Tracking Code
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Dan
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Internal Meetings
Company Monthly Meeting - One Monday a month (varies) 12:00 pm EST
Updates from all departments regarding recent projects, state of the business, and team rocks. Meeting is run by the President. See calendar invite from President for meeting dates.
Customer/Accounts Weekly meeting - L10 - Mondays 10:30 am EST
This weekly staff meeting uses Bloom Growth as the agenda tool. It’s a good time to share news and discuss issues and concerns that affect the larger Account team and/or our customers. Success stories with clients are good "Headlines" to share. The more you participate in this meeting by submitting agenda items, sharing news, etc., the better it will be.
Ops Monthly Processing meetings - First two Wednesdays of the month 3:30 pm EST
Ops Team only. Discuss movement of Monday Items for MTSA/TVA boards; updates are generally related to the overall monthly/quarterly processing of data (not client specific).
Ops Request Board meetings - Last two Wednesdays of the month 3:30 pm EST
Ops Team only. Discuss Monday Items on the Ops Request board. Expound on and assign new items. Track progress of items that are "Working On It".