Edit this flow at this link.
remaining-requirements
email template content for sendingremaining-requirements
template includes questions for all the fields needed in requirements-gathering that could still be unanswered by the time of sending. In uncommon situations, there may be others. If you already have the answers to some of these questions, remove the question from the message you send.request-confirmation
emailteachers
sheet in the tools
workbook with mainContact
equal to yes.teachers
sheet in the tools
workbook. For the excel wizards, this is like a JOIN(", ", teacher_array)
.ideas
and recruiting
sheets have a productNamePluralWithInclusions
field. Make this singular.config
sheet.ideas
sheet.skills
sheet. This should show up as a bulleted list of skills.You only create project options when there are options to choose from. That also means this can only be done once partner recruitment has started. You should have received a notification from the partner recruiter that there are options waiting for you in the tools spreadsheet.
professionals
sheet. You should have a short list of contacts. These are the partner options for the project(s).professionals
sheet.Remember, it's often a good idea to first clear the formatting of the pasted content, re-add any special formatting like bold text and links, and then save the template as a Template in Gmail.
professionals
professionals
sheet. You may need to translate their choices from letters into numbers.professionals
sheet open so they can quickly get there.
IGNORE: Automation notesYou can ignore thisBefore writing this Chris needs to turn 1) turn the Dossier into a Options cover sheet template and 2) add an "projectOptionRecruitmentStatus" to config so we can tell the code which status to filter on when pulling fromprofessionals
.Options is just an extended plan. Once an option has been selected, the others are removed.Differences in idea and option for a projects
1.Idea do not have the potential partners section. Options do have the potential partners section. 2.Idea uses thesummaryIdeasProjectsIntro
component instead of thesummaryOptionsProjectsIntro
component. 3.Idea does not have the partner-project matrix. Options do use the partner-project matrix (only when the teacher has asked for multiple potential projects). 4.Idea usessummaryIdeasChoice
component instead of thesummaryOptionsChoice
component, which instructs the teacher on the next steps.To dos:
1.Give your option people different featuredProjects so that all your projects show up 2.Select the recruiting status option from professionals to be options 3.Fill in the additional field jobTitle for them on the professionals tab 4.If they have not yet submitted their agreement form with a headshot, grab a headshot online (LinkedIn, Google, Twitter, Facebook, etc) if possible 5.Create summaries for each project 6.Note that all partners can work with all project
1.Better to create a table that shows which partners are good for which projects
Use the clickable links or update this flowchart online at this link. If you update the chart, you need to replace the existing link with the new one in the address bar because the chart is encoded into the link.
projectIdeaListItem
component template for each proposed idearequest
sheet.request
sheet.request
sheet.request
sheet (keep scrolling 😉).request
sheet.request
sheet.request
sheet.request
sheet.request
sheet.request
sheet.request
sheet.request
sheet.request
sheet.request
sheet.request
sheet.skills
sheet.ideas
sheet under the appropriate idea (keep scrolling 😉). If this fails for some reason, projectIdeaStatement is made up of other fields:ideas
sheet under the appropriate idea.ideas
sheet under the appropriate idea (keep scrolling 😉)ideas
sheet under the appropriate idea.ideas
sheet under the appropriate idea.ideas
sheet under the appropriate idea.ideas
sheet under the appropriate idea.ideas
sheet in your .tools
workbook. Paste the sharing link you copied in the previous step into the dossierLink
field under the column associated with your idea.Note: if ideas were kept "tight," meaning they use the same partners, multiple ideas can share the same dossier! Include the same link for all ideas that share the dossier.
dossierLink
field on the recruiting
sheet with the appropriate link whenever that contact is associated with the same project idea. This link gets used in the mass email template so the mass email will send out the right dossier to everyone.request
sheetcontactBefore
contacts. Then filter to a specific tier
, depending on which tiers you've sent to before. Finally, pick and choose which contacts you'd like to send to using by putting either yes or no in the Send
field. Filter the contacts by filtering to only the yes contacts or by filtering out the no contacts.Note: We used to use a add-on called Yet Another Mail Merge. If you find any reference to it, know that you can use almost the exact same workflow with Mailmeteor. Mailmeteor is the preferred solution, but it has some bugs loading. You can find both add-ons domain-installed in the Add-ons menu in Google Sheets.
recruiting
sheet. When you get a response from a contact, update their status in the Recruiting Status field. Recruiting status tie to different steps in the recruiting process (you can follow along in the process flow).partner-confirmation
email template in Gmailprofessionals
sheet. You must update the recruitment status of the contact before the contact will show up here. Follow these steps to do so.professionals
sheet, fill in the following fields in the prefill form:professionals
sheet > jobTitle for the contactUpdate this chart online at this link. It also has live links to each template mentioned.
onboarding-info
email template content for sending{{ emailComponent:projectUpates }}
with the corresponding email component template.This call should last 20 to 30 minutes.Agenda:
1.Review objectives of the call 2.Introductions 3.Go over roles and expectations 4.Plan the entry event 5.Decide on additional partner connections 6.Review next steps
next-connection
message template with the exitVideo
email component, using "exit video" as the value for the nextPartnerConnection
variable.exit-video-start
email template using the link as the value for the finalSubmissionLink
. This will ask the partner to record a video using the provided link. That link is: https://record.hubcap.video/DYrSasLQ9yY0Ci6quQ2O.exit-video-complete
message template in place of the exitVideoLink
variable and send this to both the teacher and the parter.