Weekly planning calls #retently

Continue working on the Pipedrive automation #retently

Started a set of automation scripts gluing together Pipedrive CRM, Instantly outbound and some internal lead enrichment and scoring APIs. #retently

Created script to score legacy deals in CRM & automatically delete all the associated deals, orgs, contacts and tasks for deals with low score ICP #retently

Prepare a complete main landing page revamp to target Ecommerce businesses first #retently

Publish WISR & Salesmsg 2 new Customer Case Studies to prod #retently

Do instant demo/setup call with a client and observe potential struggles while they were setting up the survey #retently

Analyze how to prevent abuse on Survey Maker, the new marketing tool we launched #retently

Weekly planning calls #retently

Updated WordPress & plugins to latest versions. #retently

Update outdated customer case studies SEO meta using AI #retently

Removed legacy unused subscription plans from the app configs and Chargebee #retently

Launched new website integrations pages - Gladly & Yotpo #retently

Process outstanding CRM tasks #retently

Review customer interactions with the new Ecommerce-specific feature in Smartlook session recordings #retently

Finished drafting Salesmsg case study and sent to the customer for approval #retently

Preparing the Salesmsg Customer Case Study #retently

Implemented displaying account users' IP addresses in the Admin UI. #retently

Run weekly planning calls #retently

Review “survey-maker” project completed by new freelancer this weekend. Need to create OpenAI prompts. #retently