Welcome! The Leadjet CS Handbook is where you will find all information relevant for CS to better understand who we are, what we do, and how we do it.

This documentation is open to everyone in the team and in constant evolution. So please feel free to suggest improvements or ask questions.

Leadjet is the n°1 tool salespeople need to use on LinkedIn for their sales activities. It lets them connect your CRM (Salesforce, HubSpot, Pipedrive or Copper) to LinkedIn through a simple browser extension. Leadjet makes it easy to create and enrich contacts, update their status and synchronize LinkedIn conversations - directly from a prospect's LinkedIn profile to the CRM in 1-click. No need to waste time on manual data entry. With Leadjet, salespeople are 4x faster when sourcing and save a minimum of 60 minutes of boring tasks per day.

As a Customer Success Manager, your mission is the following:

Our Team has been remote from day-1. To keep the communication open and create synergies with the team and allow the teammates to report on their progress, we have put in place 🕐 Weekly goal & achievement meetings every Monday.

As a CSM, your relation with the rest of the team is outlined below.

You work alongside the CTO (Romain), and will have regular meetings with him to touch on:

Your mission requires an in-depth understanding of the Product to better guide our users, spot technical caveats and suggest continuous improvements. The Product team is here to help you get the knowledge you need, and iterate with you on the customer on-boarding experience, documentation and support. Generally speaking, you will interact with the product team on the following aspects:

A part of the customer interactions you’ll have will concern technical issues, custom development requests, or detailed technical questions about our product. In that case, the Tech team should be involved. You’ll have the responsibility to filter such incoming requests first to not over-stress the tech team. For technical issues, a new task (ticket) can be created so the engineers can work on it asynchronously, while the client is handled and waits for an answer.

CSM and Marketing are linked when it comes to low-touch product, since as a CSM you’ll most likely work with leads generated by the marketing team. Keeping a good stream of communication here helps increase conversion and better target our audience!

Since April 2021, Leadjet has its office in the HEC Incubator in Station F. This is a unique opportunity for us, as it brings the confort of being all in one place, at the very core of the Parisian startup scene, while accessing useful and "free" resources, in the form of coaching (Office Hours).

The on-boarding procedure is handled with Romain, CTO, and with the Station F staff. Declare when you wish to come, select an on-boarding time to receive your badge (and take a welcome photo!).

As a Station F resident, you can have access to Flatmates, Station F's housing program, for a cheap housing solution in Paris, not far away from the office. https://stationf.co/services/flatmates

If you wish to come and work in person at Station F, we can book a seat for you. You can then access Station F 24h/7.

We're all here to learn. Thanks to the HEC program, we can have access to high quality 1-to-1 coaching sessions on a variety of subjects. Feel free to book some time with experts who you think can bring you valuable knowledge here:

https://airtable.com/shrMlJq3Jvr4hQsUh/tbl0SDXZTMABywbnq

An Intercom chat is available on our main website https://leadjet.io/ and the user’s admin dashboard https://account.leadjet.io/ to provide them with an easy access to our team. Our users typically reach out regarding high level questions about our services (pricing, features, use-cases, suggestions, ...) but also technical issues (bug, settings, CRM configuration, ...) which are more technical.

Leadjet has programmed some email sequences once a new user signs up, to help them on-board, keep them in the loop for future product updates, and propose a demo if needed.

We published a documentation center featuring short articles to get started using Leadjet, knowing more about our available features, and responding to popular questions via a Q&A section.

https://docs.leadjet.io/

The team and founders are reachable on Slack.

Prefer direct messages to target the person you want.

You can also jump in a quick meeting if needed (see shared agenda for availabilities).

Leadjet website: https://www.leadjet.io/

Leadjet documentation: https://docs.leadjet.io/

Leadjet extension Web Store page: https://chrome.google.com/webstore/detail/leadjet/kojhcdejfimplnokhhhekhiapceggamn

Leadjet Pipedrive Marketplace: https://marketplace.pipedrive.com/app/leadjet/97c68091c72b436b

Leadjet HubSpot Marketplace: https://app.hubspot.com/ecosystem/7359138/marketplace/apps/productivity/workflow-automation/leadjet-217949

Leadjet Salesforce Marketplace:https://appexchange.salesforce.com/appxListingDetail?listingId=a0N3u00000OMb1KEAT

Leadjet Copper Integration: https://support.copper.com/hc/en-us/articles/360055416393-LinkedIn-Integration-via-Leadjet