Need to give SCORE Staff a call? Start with 1-800-634-0245.
Category |
Service |
Reference Resource |
Support Contact |
Calendar |
Technical support using calendar for mentoring appointments |
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Chapter Information |
Chapter name changes, opening/closing/merger requests |
*Chapter should submit form on this page to request changes |
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Client Reassignment |
Assistance assigning a client to new mentor by request or for technical/location reasons |
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Manage Clients |
Updating client information, questions about nature of business and if SCORE can serve the client, or questions from client about mentoring process |
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Volunteer Information |
Updating volunteer profiles, status/role, chapter affiliation |
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Workshops |
Creating events, managing registrations and constant contact integration, post-event processing |
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Workshops |
Local workshop/event process, reporting and policy questions |
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National Events |
National webinar registration and resource questions |
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SCORE Email |
Password Reset, configuration, spam management |
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Marketing / External Relations Support |
Brand/Advertisements - Publications, logos, branded templates |
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Marketing Support |
National Blogs, score.org website content |
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Marketing Support |
Success Stories |
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Marketing Support |
Annual Report (questions about publication, jobs/businesses started) |
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Marketing Support |
Social Media - Facebook, Twitter, Instagram, Youtube, Hi-Per Program. |
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Marketing Support |
Public Relations – Public Service Announcements, Megaphone of Main Street, Media Contacts and Lists, Press Releases |
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Foundation/Fundraising |
Partner Requests - through sponsorship, content contribution, event collaboration |
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Chapter Website Support |
Webmaster access, content management, google analytics |
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Constant Contact Email Marketing |
Login, templates, chapter newsletter questions, public (client) newsletters |
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Constant Contact |
National (internal) newsletter questions, sharing templates across chapter accounts |
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Accounting Support |
Documents and Forms - Form-14, IRS Affirmation, W-9 |
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Accounting Support |
PayPal - Access, payment processing, refunds |
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Accounting Support |
IntAcct - Access, navigation, changes to account, view allocation budget |
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Accounting Support |
Finance/Accounting policies and procedures (restricted vs. unrestricted dollars, audits, etc.) |
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Accounting Support |
Deposit information |
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Accounting Support |
Submit Bills |
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Accounting Support |
Sales Tax Exemption |
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Shipping/Purchasing |
Office Depot, Optamark, accessing and updating addresses in ordering portals, inventory, order status |
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Awards, Volunteer Spotlights |
Nominating a volunteer for an award, spotlight, internal success story, or other recognition |
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Accounting Support |
Policies on purchase, reimbursement procedure, types of funds that can be used (restricted funds purchasing policies) |
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IT Support |
Phone systems, 8x8, field product support |
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IT Support |
Zoom support |
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IT Support |
Google Workspace Support (Calendar, Groups, Drive, Voice, etc.) |
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Engage |
Bug |
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Engage |
Enhancement Request |
To submit an enhancement, please submit a form here. |
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Engage |
Communications about Engage (Release Notes) |
Engage Issues and Enhancements
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Volunteer Onboarding |
Application process and qualification questions |
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Volunteer Onboarding |
Onboarding requirements and process |
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SCORE Email |
Account Setup - How-to or issues accessing SVO account, Issue with Engage account auto provisioning process |
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Volunteer Onboarding |
Volunteer application follow-up and transfer requests |
Volunteer Intake Coordinator Guides
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LMS |
Technical issues, access and certification |
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National Events |
Lifelong Learning Events |
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National Website |
Live Chat |
SCORE.org >> “Chat with us” in bottom right corner |
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Marketing Support |
Small Business Resource Hub and other score.org resources |
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Surveys |
Client Impact, SCORE Client Engagement Survey data, handouts and results |
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Surveys |
Volunteer Engagement surveys (new, exit, and annual surveys) |
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Surveys |
Event NPS surveys, calculations, feedback |
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Surveys |
Mentoring NPS surveys, calculations, feedback |
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Ethics and Complaints |
Conflict of interest, volunteer or client experience feedback/concerns |
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Reports |
Directories, BIRT/Engage reporting system, data integrity, access questions |
Staff and Volunteer Directories
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Code of Ethics |
Training, access, reporting |
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Ethics and Complaints |
Ethics policies & procedures |
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National Leadership Conference (NLC) |
Planning & registration |
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NLC |
Post-event resources and feedback |
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Foundation / Fundraising |
Local fundraising tools |
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Foundation/Fundraising |
National Sponsor Programs or referrals |
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National Events |
Chapter of the Year (COTY) |
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National Events |
Virtual Conferences (Public) |
Services NOT provided:
- Hardware advice and technical support
- Software support other than what is provided by SCORE. In these cases we recommend going directly to the service provider (ie. Verizon, Microsoft, Apple, etc.)
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