Diagrams and Process Flow

CGR Process Flow

CGR Organizational Chart 

Cydec Organizational Chart

Coaching

• Coaching Cloud Student Login
• Orientation
• Email Follow Up
• Enrollment Process
• Visabality
• Coaching Process
• Confirming First Session

Ryver

• How to Create Projects
• How to Assign Tasks
• How to Change Status of Task/ Update
• How to View Project Tasks, Topics and Chats

Other

• How to update Spam Hero
• How to Listen to Voicemails thru Ring Central
• UGA

Resources:

• AuthNet  – For Processing Credit Card Payments
• Bonjoro – For Sending Video Emails / Video Marketing
• OfficeCalendar – To view and edit Brett’s Calendar
• Canva – For  Simple Graphics for Social Media Posts
• CartoonBank – To Purchase Publishing Rights
• CGB Website WordPress – To Add or Edit Contents in CGB Website
• CGR Website WordPress – To Add or Edit Contents in CGR Website
• ClickSend – To Send SMS and MMS Marketing / reminders to events
• Omnovia – To Set Up Webinars for Students
• Pens.Com – To Order Corporate Giveaways
• Qualpay – To Access Merchant Account
• RhinoSupport – To Manage Cydec Support Tickets
• RightSignature – To Manage Digital Copies of Agreements and Signatures
• Ryver – To View and Manage Tasks and Projects/ Cydec and CGR
• ScheduleOnce – To View and Setup Individual Calendars for Booking
• Sprout Financial – For Financing for New Enrollments
• TeamUp  – Team Calendar
• Temi – Online Transcription Service – Just upload the video or Link to transcribe
• Time Doctor – Time Management and Screenshot for Tracking Staff Activity
• Tracvia – Database for Students Details
• UGA Portal – For UGA Financing
• CGB Email – Access CGB Email from Browser
• GoToWebinar – Webinar Platform
• RingCentral – Access Calls and VMs to Cydec phone
• VistaPrint – Printing Services for Folders and Other Marketing Materials
• LucidChart – Create Charts and Workflows
• Spam Hero – Manage Spam Folders and Quarantined Emails
• World Time Buddy – To Track Current Time and Time Differences Between Multiple Timezones