T-Shirt Size Items

Process To Update Size In Salesforce

1. Click on the ticket name > contacts > [Add +] Associate the student name to the ticket (Student name is in title of the roam right insurance)
2. Go to Salesforce > Search For The Email or Name > Find Itinerary > Field [Shirt Size]
3. Click the field and enter the requested shirt size. Save.
4. Reply to their email confirming you have confirmed the size or adjusted it.
5. Check to see if they have any other outstanding items. Offer to help.

SOP: Updating T-Shirt Size for Clients

Objective

To efficiently update a client's t-shirt size in Salesforce and request the alternative shirt to be shipped to the client's preferred address.

Cost

A) If a client has a T-shirt size that doesn’t fit as they hoped, we will send them 1 replacement shirt as a courtesy (no charge for the shirt, no charge for shipping).

B) A client who simply wants to purchase an additional shirt can do so via written request. The cost is $20 for the shirt plus $5 for domestic shipping or $20 for international shipping.

Key Steps

1. Look up the client in Salesforce.
2. If a shirt hasn’t been sent, update to the correct size and confirm the address.
3. If a shirt has been sent already, make a task for the correct teammate (Heather Love) with the updated size. They will update the shirt size and the tracking info in the itinerary.
4. Confirm the shipping address with the client.
5. Access HubSpot and find the client in the contacts section.
6. Create a task in the tasks section titled "ship t-shirt size medium" with a note to send it to the address on file.
7. Assign the task to the appropriate team member, set the due date to one business day, and save the task.
8. Inform the client that the new shirt has been requested to be shipped and provide an estimated delivery timeline.

Cautionary Notes

• Ensure accuracy when updating the client's t-shirt size in Salesforce to avoid errors in the shipping process.
• Double-check the shipping address provided by the client to prevent misdeliveries.
• If we’re less than 10 days from departure there is no guarantee we can get them a shirt in time. It is okay for a student to travel without their RP shirt. They will have their shirt upon their return.

Tips for Efficiency

• Use standardized language and formats for task creation and communication to streamline the process.
• Regularly follow up with the shipping team to ensure timely delivery of the new shirt to the client.