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Policy & Procedure

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Easy background: why this matters for our daily work

Term and Mechanism

Simple terms and who does what

Key principles made easy

Lifecycle Stages and Implementation Mechanism (Copy)

Step-by-step workflow

Tools and timing that work for us 

Dokumen Terkait/ Related Documents

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Operationalizing GoWork’s Add-Ons Catalog Policy for Seamless Engagement is a practical, hands-on course designed to turn policy into everyday action. If your teams juggle Sales, Operations, and Marketing tasks, this course gives you a single, shared playbook to deliver consistent, proactive add-ons communication that boosts member satisfaction and revenue. You’ll translate policy intent into clear workflows, adopt common terminology, and master the tools that orchestrate timing and follow‑through across the member lifecycle. Using a structured approach—Plan, Execute, Monitor, Improve—you’ll learn how to update and distribute the catalog, run outreach campaigns, measure success with SLAs and dashboards, and close the loop with continuous improvements to scripts and assets. We’ll also demystify how Nifty, VBOUT, and HubSpot work together to automate triggers for onboarding, renewals, and upsells. By the end, you’ll be ready to lead consistent catalog distribution, reduce friction between teams, and deliver a transparent member journey that builds trust. Expect checklists, templates, timelines, and quick references that make adoption simple and repeatable—so your organization can scale engagement without sacrificing quality or clarity.

GoWork’s Add-Ons Catalog Distribution Policy 

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            <p>Operationalizing GoWork’s Add-Ons Catalog Policy for Seamless Engagement is a practical course to help you use one clear process for promoting and delivering add-ons to members. You will learn why this policy matters, how it improves daily work, and how it creates simple, consistent messages for clients. We will cover what each team does—Sales, Operations, and Marketing—so handoffs are smooth and there is no confusion. The goal is to increase member satisfaction, reduce errors, and grow revenue with an easy, repeatable workflow.</p>

<p>The course starts with the policy purpose in simple words: one catalog, one source of truth, and clear communication with every client. Then, we explain common problems when there is no process and how this policy fixes gaps between teams. You will learn key terms like catalog, outreach, member journey, and opt-in add-ons, plus the principles that guide our work: be consistent, be proactive, automate steps, and keep improving through tracking and feedback.</p>

<p>Next, we walk through the lifecycle: Plan, Execute, Monitor, and Improve. You will see how to plan catalog updates and a campaign calendar, how to send and present the catalog, and how to follow up. You will also learn how to watch dashboards, meet SLAs, catch errors early, and use feedback to update scripts and assets. This step-by-step view helps you do the right task at the right time.</p>

<p>We also show the tools and timing that make the process easy. You will use Nifty for tasks and owners, VBOUT for emails and nurture flows, and HubSpot for CRM, deals, and tracking. We explain timing triggers across the member journey, like onboarding, renewal, and upsell moments. You will get quick references in the appendix—checklists, sample timelines, and key data fields—plus links to playbooks, scripts, templates, SLAs, and where to find the centralized catalog. Quizzes and surveys are included to check your understanding and help us improve the course.</p>
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