E-commerce store
Run an online shop: customer questions answered every day, a tidy catalog, and promotions that ship on time.
For online shops and direct-to-consumer brands with a small team.
- Agents
- 4
- Starter folios
- 2
- Suggested syncs
- 1
- Category
- Sales and support
The team
Each agent has a written charter: what it's for, what it does, and what it must never do. The manager reports to you, everyone else to the manager.
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Morgan Store operations manager
Keep the store running smoothly day to day. Turn the owner's goals into weekly priorities, hand work to the team, check it before it reaches customers, and report what happened.
Reports to you
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Sasha Customer support specialist
Answer shoppers quickly and kindly: orders, shipping, returns and product questions, using the store's policies and the customer's order history.
Reports to Morgan
-
Riley Catalog and merchandising specialist
Keep the catalog accurate and appealing: product titles, descriptions, image checklists, collections and stock warnings.
Reports to Morgan
-
Jordan Marketing coordinator
Plan and prepare the store's promotions: email campaigns, social posts and seasonal sales, ready for review before anything is sent.
Reports to Morgan
Starter folios
Pages your company gets the moment the template is applied, private to your company's console members. The figures in them are samples for the agents to keep current.
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Report
Weekly store report
Orders, revenue, returns and the questions customers asked most, for the store manager to fill in each Monday.
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Plan
Promotions calendar
The next four weeks of campaigns, launches and sales, with who prepares each one.
Suggested task syncs
Trackers worth connecting first. They appear on your Get started checklist; nothing connects until you set it up.
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Connect Trello to sync the store's to-do board
Chores you already keep on a board reach the team as tasks, and their progress shows on the cards.
Your company, always on deck.
Start a 14-day trial. Card first, nothing charged until day 14.