When managed consistently, it takes only minutes to keep your Hub in tip-top shape. Here's a quick checklist to ensure you're maximizing the effectiveness of your Hub.
| Look for a printable copy of this Hub Check at the bottom of this article ⬇️ |
Daily & Weekly
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❏ Leads (learn more) ❍ Follow up on new member leads ❍ Convert of delete leads ❏ Reviews (learn more) ❍ Publish reviews and schedule posts for social media |
❏ Points (learn more) ❍ QR codes for in-person and virtual visits ❍ View reports to ensure members are consistently receiving points ❏ Orders (learn more) ❍ Review orders and fulfill in-house prizes |
Monthly
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❏ Calendar and Marketplace (learn more) ❍ Fill gaps in your Marketing Calendar with Marketplace content ❏ Contests (learn more) ❍ Select winner for last month's contest ❍ Schedule one or more contests for the month ❏ Surveys (learn more) ❍ Schedule two or more surveys for the month |
❏ Social Media (learn more) ❍ Review your Social Calendar and schedule content ❏ Communication (learn more) ❍ Ensure daily messages are being sent ❏ Promotions (learn more) ❍ Create promotions for upcoming events and offers ❏ Hub Action Plan (view) ❍ Use for easy, copy-and-paste ideas |
Quarterly
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❏ Referrals (learn more) ❍ Schedule seasonal campaigns with limited time offers ❍ Review Standard Referral Campaign and edit as needed ❏ Reward Menu (learn more) ❍ Add and delete reward items as needed ❍ Let members know about new ways to earn points |
❏ Users (learn more) ❍ Ensure that staff profiles are up to date ❏ What's New (view) ❍ Visit "What's New" in your Hub for the latest on new and enhances features
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⬇️ Click on the link below to download a PDF version of Hub Check for easy reference ⬇️
- Hub_Check_2024.pdf100 KB