Adding AccordusTeam to New Client MailChimp Account
Mailchimp is Accordus’ preferred email sender. Most clients are located under our “AccordusTeam” login. Some clients have their own login that we share. If
November 6, 2021
Courses
Topics
Individual Lessons
Klenty
We use this system to send “direct emails” that look like they are coming personally from the client. This should be set up by the
November 6, 2021
Accordus Team Calendar
Because you have an Accordus email, you have access to our shared calendar automatically. However, you MUST still add the [email protected] shared calendar to be
November 6, 2021
Client Meetings (Calls)
Have agenda ready in the “Touch Base Call” task list Send Zoom info before hand Login on time or before, video on, clean background, look
November 6, 2021
Services Accordus Provides
Accounting / Bookkeeping / 990 filing Database Management – Gift entry, receipting, reporting, data cleanup, integrations Social media – content creation, strategy, posting, Google/Facebook ads
November 6, 2021