OH (What to do)

Created by Justin Gillard, Modified on Fri, 18 Jul, 2025 at 2:16 PM by Justin Gillard

  1. Arrive at 8:00 am for customer service morning meeting.

    1. Clock in by 8am

    2. Start computer up if not already

    3. Open sites:

      1. Shopify

      2. Freshdesk (check cancel email, cancel@optimalhuman.com)

      3. Shipping Easy

      4. Google Sheets (CS Email Log, OH Cancel Request Report, CS Issues/followups/sales)

      5. Ring Central (don’t turn off DND until 9)

      6. Slack
        Ready to start!

  2. Go to oldest to newest emails and start responding and notate what you did on the timeline of Shopify (make sure your initials are at the end of your timeline post)

  3. Keep track of how much you refund and log each refund on the CS Issues / Follow Ups / Sales sheet (leave comment of each one you do)

  4. Answer emails and phone calls throughout the day

-empty inbox? Help some of the other stores with emails, fix rate alerts, do reviews

  1. 4:30 PM Slack Manager about your trends that you had in your emails, sales, refunds, if you did rate alerts (how many) or reviews (trends you saw)

  2. Work till clock out time at 5pm




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