diff --git a/partnerships/workflow/hub-service.md b/partnerships/workflow/hub-service.md index 6f898112..5477b7ba 100644 --- a/partnerships/workflow/hub-service.md +++ b/partnerships/workflow/hub-service.md @@ -35,22 +35,23 @@ These follow a process of `Lead` --> `Prospect` --> `Partner`. ### SOP: Hail the Lead -A member of the 2i2c Partnerships Team sends an email to partnerships@2i2c.org requesting `Hail the Lead` action for **contact(s) with email addresses**. This message creates an issue in FreshDesk that will be used to track the lead as it progresses through the arc toward a singed partnership agreement. 2i2c's Partnerships Assistant carries out this action sequence: +A member of the 2i2c Partnerships Team sends an email to partnerships@2i2c.org requesting `Hail the Lead` action for **contact(s) with email addresses**. This message creates an issue in FreshDesk that will be used to track the lead as it progresses through the arc toward a singed partnership agreement. 2i2c's Partnerships Assistant carries out this action sequence: 1. Send Canned Response "Hail the Lead" from FreshDesk to contact email(s): ``` Hello! - Thank you for your interest in learning more about 2i2c. Please find a service description with pricing information attached to this email. If you have questions or wish to connect for a conversation, reach out to us by email using partnerships@2i2c.org or [schedule a virtual meeting by clicking here](https://calendly.com/colliand/25-minute-zoom-meeting). + Thank you for your interest in learning more about 2i2c. + + If you wish to connect for a conversation, I invite you to [schedule a virtual meeting by clicking here](https://calendly.com/colliand/2i2c-30-minute-zoom-meeting). Best regards, 2i2c's Partnerships Team ``` -2. Change `From` field to `partnerships@2i2c.org`. -3. Add cc: partnerships@2i2c.org -4. Confirm that service description has been automatically attached -5. Confirm canned response includes a meeting invitation with 30 minute Calendly link +1. Change `From` field to `partnerships@2i2c.org`. +1. Add cc: partnerships@2i2c.org +1. Confirm canned response includes a meeting invitation with 30 minute Calendly link ### SOP: Create running notes for the lead