The shelves
Skills by role
Pick the work first. Each shelf lists the skills and servers for that job, with what they're allowed to touch.
7 shelves
- Campaigns, pages and research
Marketing
Writing help and web research, kept separate from logins that can change your ads or CRM. - Research and CRM
Sales
Find public information and, only if you mean to, let an assistant see your CRM. - The systems the company runs on
Operations
Wiki, tickets, chat and files. Connect read access before you allow edits. - Spreadsheets and the books
Finance
Edit a file on your computer, or connect software that can change invoices and payments. - Word, PDF, slides and internal writing
Office docs
Draft and edit the files a company already passes around, then open the file yourself. - Inboxes and help centers
Customer support
Read the queue with care. Treat anything that can reply to a customer as a send button. - Voice, image and the design file
Content and design
Make a draft you can look at or listen to. Do not expect a skill to know your brand unless you teach it.
