I run a resume writing firm. I have been using a google suite email address for a long time now. Recently, I bought licenses for everyone else on my team. We need to all be migrated to google suite now.
Here's how my workflow works CURRENTLY:
The moment a client schedules a call with us, that's the moment we know which writer they are assigned to. We use Acuity round-robin scheduling and it picks the most available writer. I lead all these writers. So often, the client will email ME asking me for help, when in reality, the assigned resume writer will be able to help them better. Plus, our ActiveCampaign email marketing account is also linked to my email address, so I use my email address via ActiveCampaign to follow up with and ensure the success of my clients. If a client needs post-resume support, often I will provide it to them, but their assigned writer might need to give their input as well.
So I need a way for the resume writer to be able to reply to these emails seamlessly even though they end up in my account.
In some situations, the client may be angry and demanding a refund. The writers are not able to deal with these situations. Only I can deal with them. So I need to step in and deal with those situations via email. So it's not a one-way street; i.e. I cannot simply assign them the client and wipe my hands clean off them. I need to jump in occasionally as well.
Now if I can convert my EXISTING email address to a collaborative inbox, then I believe we should be fine.
But I would also need a way to answer emails for my writers if I need to.
We have been using CloudHQ for Gmail to manage this. Unfortunately, it is very unreliable and expensive. So I was thinking to either use Gmail delegation OR a collaborative inbox. I need help deciding which one to use.
I also have a few other issues technically. And I have no way of describing these issues because I am so non-technical. I've been chatting with google support and it's so slow and painful for me! But let me try:
Before, I was the only one that had an @careertuners.com google suite email account. The rest of my team did not. Now, as we are migrating everyone to their @careertuners email addresses, they need to be able to delegate their old Gmail accounts to their new @careertuners addresses in order to continue serving their clients seamlessly.
But we are getting too many technical errors. Stuff about POP and whatnot. Stuff I have no clue about.
So here's what I need you to do:
1. Help me come up with a good workflow.
2. Work with me one-on-one to onboard me.
3. Work with my teammates one-on-one to help them migrate their emails.
December 12, 2017
I am willing to pay higher rates for the most experienced freelancers