Internal Process and Playbooks

• Major Incident Communication Playbook
• Customer Health Scoring & Wellness Plans
• How to Find Donor Records in iDonate/GMSNext
• iDonate 2.0 - New Hire Learning Path
• Slack Channels Utilized by Customer Experience Teams
• How do I become NextAfter Fundraising Optimization Certified?
• How to create Support tickets on behalf of customers
• How to Log a Success Check-In Meeting
• Customer Success On-Boarding Playbook
• A/B Test Concepts Template
• Giving Day Email Templates