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Welcome to CX Retention Shield
SUPPORTED BRANDS
SUPPORTED BRANDS
Welcome to the New Hires Portal!
We’re excited to have you on board and look forward to supporting your journey as a Retention Specialist.
This portal is your one-stop resource for everything you’ll need to get set up for success. Here, you’ll find:
The key tasks and requirements to complete during training
Important resources, guides, and policies
Helpful tools to make your transition easier
Take some time to explore, and be sure to check off each step as you progress. We’re here to help you succeed!
TRAINING CHECKLIST
TRAINING CHECKLIST
The following should be accomplished on the first day of training. If you're having issues setting up any of the tools, please approach your manager.
🧾 Pre-Training - Requirements
🧾 Pre-Training - Requirements
Please ensure that you submit the following on the 1st day of training:
Please ensure that you submit the following on the 1st day of training:
🖥️ Operating System
🧠 RAM (Memory)
⚙️ Processor (CPU)
🌐 Internet Speed
🪪 Government Issued ID
Submit 👉🏿 here.
🛠️ Tools
🛠️ Tools
Make sure that you're able to set-up your logins for the following
Make sure that you're able to set-up your logins for the following
COMMUNICATION
Gmail - Email
Slack/Telegram - Messaging
TIME TRACKING
Hubstaff - Time tracking
CRM/TOOLS
Academy - Training | Database
LOGISTICS
PBS/Melprints - Logistics, Shipping Status
MARKETING SUBSCRIPTION
Attentive - Text Message Marketing [unsubscribe function]
Maropost - Email Marketing - Multi Brands
SendLane - Email Marketing - AJK
Klavio - Email Marketing - EE
CRM/TOOLS
Academy - Training | Database
Aircall - Dialer
Sticky - Customer Database | Subscription Management
Shopify - Customer Database
Recharge - Subscription Management
Okendo - Loyalty Points [EE] and Reviews
No Fraud - Fraud Detection [EE]
Ultra Cart - Customer Database | Subscription Management [AJK Legacy]
Word Press - Access to Cookbook [PaleoPlan]
Clickbank - Manage Subscription
✅ Certifications | Completion
✅ Certifications | Completion
To be completed before the end of the training:
Script Training
Final Assessments [≥ 80%]
Mock Calls [≥ 80%]
SOPs and Tagging Protocols
Compliance Training [FDA/FTC/PCIDSS]
QA Meeting and Calibration
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