Overview (Short)

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  • Send to clients who haven't had a call.

  • Only use as a short overview via async/emails.

Handle Owners

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  • Use when speaking with owners.

  • Can be used to present on call or for outreach.

Handle Monitoring

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  • Only to be shared when presenting.

  • Use public page for anything else. Can be sent via email

General Deck

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  • Share this when we are on a sales call.

  • Can be linked on follow up emails. But never shared before

Calendars

Bill

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Josh

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Bill & Josh

Emails

sales@socialbroker.com

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bill.roberts@socialbroker.com

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josh.powley@socialbroker.com

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Apps

Commission

Handle Price Index

Twitter

Seedlegals

ChatGPT

Instagram

Typeform

Pipedrive

Notion

Rift

Intercom

Scale Plan

Stripe

Xero

💧

Drippi DM's

Intro Tracker

Panel Claim Tracking

Double

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