📈 GEMS CRM transition

Audit of website and Fresh completed 

FRESH & WEBSITE considerations 

There's not a lot to consider other than Platform - this will require a whole new workflow and review because there's internal and external processes that are fed by the CRM 

The reason we did this was to drive sign-ups which were not happening before due to the horribly long google doc that was used for sign-up - 

No external sign ups that we are aware off in Fresh and we never tested the payment side of life as no one ever signed up for that.  We never marketed platform externally 

Therefore we don't have stats on whether this worked well for externals and internal sign ups via the form were not significant in numbers (20 in total including a couple of tests) There's definitely more people added but some of them did not come through the form but were given access via Fresh using the email template we created 

Freshdesk - 

Good morning Ann, 

Thanks for confirming. The GEMS website may be able to provide functionality to make things easier for you. Would you consider whether any of the following might be helpful?