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Use Cases: Customer Success
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Craig Wood
@ctwoodnyc
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Craig Wood’s Guides
1
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www.dropbox.com
3
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Recipe for SVB - Google Drive!
drive.google.com
3
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Recipe for Banking - SVB - Google Drive
drive.google.com
5
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Recipe for Banking - SVB - Google Drive
drive.google.com
5
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Manage Third-Party Access on Your Google Account
myaccount.google.com
8
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Recipe for Minerva Shared - Proper - Google Drive
drive.google.com
9
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Cross Site for LifeLabs
drive.google.com
4
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Create folder for MOM
drive.google.com
3
Clicks
Recipe for My Drive - Google Drive
drive.google.com
11
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Download your W2
trinet.hrpassport.com
2
Clicks
Check my mentions
app.clubhouse.io
4
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Folder for Grandma
drive.google.com
9
Clicks
Capture a new idea
app.clubhouse.io
3
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Create a Bug report
app.clubhouse.io
4
Clicks
TEST 1
minervaknows.invisionapp.com
5
Clicks
Export transactions
dashboard.brex.com
4
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What is the status of my delivery?
smile.amazon.com
2
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Track a package
smile.amazon.com
2
Clicks
Track a package
smile.amazon.com
1
Clicks
Find the answer to life
www.youtube.com
2
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Join a Zoom meeting
us04web.zoom.us
1
Clicks
Find my Zoom Meeting ID
zoom.us
2
Clicks
Notify users that the meeting will be recorded
zoom.us
3
Clicks
Drive folder for gma
drive.google.com
6
Clicks
Scheduling a Meeting with Zoom Website
zoom.us
55
Clicks
Add a new hire
trinet.hrpassport.com
2
Clicks
Turn on Dark Mode
app.clubhouse.io
1
Clicks
Create more real estate to view your inbox
mail.google.com
6
Clicks
See last month's Silicon Valley Bank transactions
www.svbconnect.com
6
Clicks
Change Your Amazon Smile charity
smile.amazon.com
10
Clicks
Assign a card to an employee
dashboard.brex.com
5
Clicks
Update MFA to mobile alerts
trinet.hrpassport.com
3
Clicks
Add a movie to your watchlist
www.disneyplus.com
3
Clicks
Add a movie to Watchlist
www.disneyplus.com
3
Clicks
Update Slack status suggestion to clear
minerva-knows.slack.com
6
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Preview + Download payroll register
trinet.hrpassport.com
5
Clicks
Deactivate a user
minerva.affinity.co
3
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See Minerva's Holiday schedule
trinet.hrpassport.com
3
Clicks
Get a push when your favorite artists release new music
www.spotify.com
6
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Add a dependent
trinet.hrpassport.com
7
Clicks
Add an alias and mark people optional
calendar.google.com
4
Clicks
Find your cc details
dashboard.brex.com
5
Clicks
Create GCal event from within an email
mail.google.com
10
Clicks
Create a new Segment
www.strava.com
8
Clicks
Turn on Family Sharing for Google One
one.google.com
25
Clicks
Terminate an employee in Trinet
trinet.hrpassport.com
1
Clicks
Turn off Home/Away Assist
home.nest.com
3
Clicks
Auto-convert (test)
drive.google.com
7
Clicks
Change user's permissions to Single Channel Guest
minerva-knows.slack.com
2
Clicks
Start using Minerva!
minervaknows.com
5
Clicks
Set up a notification for a test failure result
app.datadoghq.com
8
Clicks
Room Steals first ride!
roomsteals.com
13
Clicks
Transition from Trial to Plan
app.launchdarkly.com
5
Clicks
Invite an ally to Affinity
alliances.affinity.co
6
Clicks
Add user to Google Analytics suite
analytics.google.com
9
Clicks
Add new employee to Brex + assign a card
dashboard.brex.com
7
Clicks
Update user's monthly spending limit
dashboard.brex.com
12
Clicks
Connect Stripe to Quickbooks Online
quickbooks.intuit.com
6
Clicks
Add song to the Minerva Spotify playlist
open.spotify.com
4
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Create a new team
range.co
4
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Delete a team
range.co
1
Clicks
Turn on Checkin reminders
range.co
3
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View your Team's check-ins
range.co
2
Clicks
Select the region you want to view
trinet.hrpassport.com
8
Clicks
Create a User Group
minerva-knows.slack.com
1
Clicks
View a product's top reviews
www.amazon.com
1
Clicks
Copy a recipe's Share Link
app.minervaknows.com
1
Clicks
View Themes
minervaknows.com
12
Clicks
Add a custom holiday
trinet.hrpassport.com
11
Clicks
Edit an employee's salary
trinet.hrpassport.com
4
Clicks
Loggin in
www.conductor.com
2
Clicks
View CommerceSync settings
stripe.commercesync.com
9
Clicks
How to create a template
docs.google.com
7
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Add user to my account
c43.qbo.intuit.com
5
Clicks
See the benefits program overview as an admin on Trinet
trinet.hrpassport.com
2
Clicks
Download your W2
trinet.hrpassport.com
4
Clicks
Find out if you're eligible for vaccine (NJ)
covid19.nj.gov
16
Clicks
Register for vaccine appointment (NJ)
covid19.nj.gov
1
Clicks
View comments
www.figma.com
9
Clicks
Compare medical plan offerings 🩺
trinet.hrpassport.com
7
Clicks
Compare medical plan COSTS
trinet.hrpassport.com
11
Clicks
Turn on Two-Factor Authentication
minerva-knows.slack.com
3
Clicks
View Signup Page completions in the last day
app.fullstory.com
6
Clicks
Invite a collaborator
app.fullstory.com
5
Clicks
Turn on Light Mode
twitter.com
4
Clicks
View how many followers a hashtag has
www.linkedin.com
1
Clicks
Get 40% off thanks to Tim Ferriss
www.calm.com
10
Clicks
Submit to become Minerva's CEO Coach
www.linkedin.com
10
Clicks
Export cap table
app.carta.com
1
Clicks
Turn off Checkin reminders
range.co
7
Clicks
Turn on Out of Office message
mail.google.com
11
Clicks
Adjust which projects a member has access to
analytics.google.com
5
Clicks
Toggle on the one-of-any feature
minervaknows.retool.com
3
Clicks
Find your Virtual credit card number
dashboard.brex.com
5
Clicks
Add a memo to an expense
dashboard.brex.com
6
Clicks
Protect your Tweets
twitter.com
5
Clicks
Unprotect your Tweets on Twitter
twitter.com
5
Clicks
Update your company's address
app.carta.com
2
Clicks
Turn onboarding tutorial on again
www.figma.com
3
Clicks
How to find your full account number
banking.svbconnect.com
11
Clicks
Update a user's email address
banking.svbconnect.com
4
Clicks
Export all data
3.basecamp.com
11
Clicks
How to update a wire template
banking.svbconnect.com
4
Clicks
Cancel your account
3.basecamp.com
4
Clicks
Find your expense policy
dashboard.brex.com
5
Clicks
Find an employee's mailing address on Trinet
trinet.hrpassport.com
11
Clicks
Sync with Pave
app.carta.com
4
Clicks
Create a new document
minervaknows.invisionapp.com
2
Clicks
View your user settings
minervaknows.retool.com
3
Clicks
Turn off Subdomain toggle
app.minervaknows.com
3
Clicks
See what's in the Trash | ClickUp
app.clickup.com
4
Clicks
Update your layout to the Clean setting | ClickUp
app.clickup.com
4
Clicks
Update your layout to the Simple setting | ClickUp
app.clickup.com
5
Clicks
Create a custom message for your Follower | Minerva Knows
app.minervaknows.com
2
Clicks
Delete a project | Figma
www.figma.com
4
Clicks
Delete a reminder | Slack
app.slack.com
6
Clicks
Remove people from a channel | Slack
app.slack.com
5
Clicks
Add people to a channel | Slack
app.slack.com
8
Clicks
Export Slack conversations | Slack
app.slack.com
16
Clicks
Prepare your account for verification | Twitter
twitter.com
3
Clicks
Turn off blurred background
meet.google.com
8
Clicks
Remove followers | Twitter
twitter.com
4
Clicks
Unarchive a card | Trello
trello.com
6
Clicks
View signup conversions - desktop and mobile
app.fullstory.com
1
Clicks
Start a telehealth visit
membersecure.empireblue.com
4
Clicks
View payroll due dates | ADP
workforcenow.adp.com
5
Clicks
Unprotect your Tweets on Twitter
twitter.com
5
Clicks
Turn on Dark Mode
www.google.com
4
Clicks
View open Time Off requests
workforcenow.adp.com
3
Clicks
View Google Ads rewards offer
dashboard.brex.com
1
Clicks
View people in the venue
www.airmeet.com
6
Clicks
Start the L&D course for interviewing
workforcenow.adp.com
4
Clicks
Turn on light mode
twitter.com
2
Clicks
View Health section
www.cnn.com
4
Clicks
Create a Team
www.minervaknows.com
1
Clicks
Learn more!
www.bitpanda.com
35
Clicks
Create a contract
app.letsdeel.com
5
Clicks
Cancel a contract
app.letsdeel.com
22
Clicks
Create a contract for a Contractor
app.letsdeel.com
6
Clicks
Do I have HSA deductions set up?
workforcenow.adp.com
7
Clicks
Download your W2 | ADP
workforcenow.adp.com
6
Clicks
Add your bank information for refunds
app.letsdeel.com
4
Clicks
Add payment methods
app.letsdeel.com
1
Clicks
Find World news
www.cnn.com
6
Clicks
Add Brex integration to Slack
dashboard.brex.com
5
Clicks
Invite a new user to 1Password
team-minerva.1password.com
1
Clicks
See all cases from Customer Support | ADP
workforcenow.adp.com
4
Clicks
Platform page test
www.minervaknows.com
2
Clicks
test latest 3
staging.minervaknows.com
3
Clicks
Demo for Ned
app.soundstripe.com
6
Clicks
Turn on the Screenshots feature flag
minervaknows.retool.com
1
Clicks
adf
www.minervaknows.com
5
Clicks
Request time off
workforcenow.adp.com
2
Clicks
View my Tasks | SVB
banking.svbconnect.com
2
Clicks
SDK to Extension handoff
www.minervaknows.com
2
Clicks
without
www.cnn.com
13
Clicks
Create a new calendar invite
calendar.google.com
7
Clicks
Check out Membership Options
f45training.com.au
2
Clicks
Add your company name
appsumo.com
2
Clicks
Video processing test
www.cnn.com
2
Clicks
Video processing
www.cnn.com
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