Collection of internal tools


Project tools

Start A Project - Use this guide as a step-by-step process for starting a new project. 

Digital Assets - Visit this page if you need our updated logos and profile images.

Password Manager - Save all usernames and passwords for sites we sign up for here.

 


Employee Information

Remote Birthdays - Send this link to remote teammates so we know their birthdays: 
http://sofetch.io/remote-birthdays

Computer - Send this link to teammates to gather information about their work computers:   http://sofetch.io/computer


client information

Onboarding New Customers - Use this link to gather information from new and potential clients:  http://sofetch.io/onboard

Appointments - Use this link for customers needing to schedule appointments: http://sofetch.io/appointments


Refer & Remote Work

Refer - Provide this link to people who know of someone that may need our services (Filling out this link will send the referral an email): http://sofetch.io/refer

Remote Work - Send this link to anyone interested in potentially working with us remotely: http://sofetch.io/remote-work

VC - Send this link to collect contact information from potential VC's: http://sofetch.io/vc

Friends - Use this link to gather information on people who are interested in learning about our company: http://sofetch.io/friends

Jobs - This is a secondary link for gathering information from remote workers: http://sofetch.io/jobs


sales team links

Phone Calls - Send this link to sales people to fill out after they make a sales call: http://www.sofetch.io/phone-calls

Meetings - Send this link to salespeople to fill out after they have a sales meeting: http://www.sofetch.io/meetings


Do you need access to a link that isn't listed here? Email tools@sofetch.io