Team Files — Inline View
Read‑only preview. If access is restricted, set folder sharing to "Anyone with the link: Viewer".
▶ Watch this first
Welcome message — important context for your first week
🌐 Cochran Films Website Control
View and control the main Cochran Films website directly from your dashboard. Perfect for quick updates, content management, and client demonstrations.
💡 Use this embedded view to quickly navigate the website, check content, or demonstrate features to clients without leaving your dashboard.
🏢 Cochran Films Main Website
Access the main Cochran Films website with full services, portfolio, and client information. Perfect for client consultations and service demonstrations.
💡 This is the main business website with services, portfolio, pricing, and contact information. Use for client consultations and service demonstrations.
💰 WaveApps Invoicing Dashboard
Create and manage invoices, customers, and products. Uses placeholder API endpoints under /api/wave/*.
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Invoices
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Customers
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Total Invoiced
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Overdue
Recent Invoices
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Quick Actions
Loading invoices...
Loading customers...
Loading products...
➕ Create Invoice
Checking WaveApps connection...
Your Uploads — Inline View
Use "Open in Drive" inside the frame to upload. In‑page uploads would require Google Picker API.
👀 Inline File Viewer
Paste any Google Drive link (Docs, Sheets, Slides, PDFs, images, videos) and preview it here. Works with items shared to "Anyone with the link".
🚀 Unified Workspace
Quick access to key platforms. Most services block iframe embedding for security, so we've provided direct links with embedded Calendly (which works).
📆 Cochran Films Google Calendar
Live view of our team calendar. Use the direct link if the embed asks you to sign in.
🎯 HubSpot CRM Dashboard
Complete business management hub with real-time CRM integration for maximum efficiency.
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Contacts
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Deals
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Pipeline Value
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Active Tasks
📊 Recent Activity
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🎯 Quick Actions
Loading contacts...
Loading deals...
Loading companies...
Loading leads...
Loading quotes...
➕ Add New Contact
Checking HubSpot connection...
📁 File Handoff
• Team resources live here: Cochran Films Internal Drive
• Upload your work here: Shanylah Personal Folder
We'll add more shortcuts (SOPs, templates, scripts) as needed.
🎉 1) Welcome + What You've Already Completed
- Reviewed and signed your Assistant Contract ✅
- Reviewed the Cochran Films SOP ✅
- Received and reviewed Brand Guidelines ✅
- Granted Admin access to Calendly and HubSpot ✅
Great start — you're cleared to begin your active role.
🎬 2) Overview of Cochran Films
Cochran Films LLC is a full-stack media powerhouse based in Georgia, specializing in high-end video production, branding, web development, content strategy, on-site photo printing, and AI-driven systems via our sister brand Marketing Mousetrap Agency. Founded by Cody Cochran, we focus on quality, innovation, client satisfaction, and empowering stories through film, education, and technology.
What We Do
- Media Production: film, promos, docs, podcasts, commercials
- Business Tools: automated invoicing, client portals, dashboards
- Branding & Web: logos, websites, SEO, automation
- Community & Education: Course Creator Academy, CCA Critiques
Key Values
- Trust
- Loyalty
- Innovation
- Family
- Professionalism
💼 3) Your Role as an Assistant
Primary Responsibilities
- Email sorting and response
- Scheduling via Calendly
- Managing client info and pipeline in HubSpot
- Internal file organization (Google Drive / G Suite)
- Weekly check-ins and updates with Cody
Expanded Capabilities (Next)
- Access to Cody's email account (view/sort/send on behalf)
- Access to Cody's LinkedIn for lead messaging and research
Success Looks Like
- Timely, detail‑oriented task completion
- Reachable during weekday business hours
- Proactive check-ins for updates or shifts
- Client confidentiality and brand professionalism
📅 4) Calendly — Overview
Calendly powers discovery calls, onboarding meetings, and consultations.
Your Use
- Monitor bookings and notify Cody of new appointments
- Adjust availability or meeting types as needed
- Review meeting notes/form data prior to calls
Helpful Features
- Google Calendar sync
- Meeting buffers and time zones
- Form integration for client info
🎯 5) HubSpot — Overview
HubSpot is our CRM to manage leads, clients, templates, and the pipeline.
Your Use
- Track new contacts and deal status
- Use email templates for outreach or follow‑ups
- Log notes and update tasks after conversations
Helpful Features
- Contact timeline history
- Pipeline views and stages
- Automation: reminders, follow‑ups, internal alerts
🛠️ 6) Tools You'll Use Often
🔗 7) Quick Links
🎯 8) First Week Goals
- Get familiar with the HubSpot dashboard — hubspot.com
- Log into Calendly and view upcoming bookings — calendly.com
- Review brand guidelines — open
- Get access to Gmail + LinkedIn
- One‑on‑one with Cody — Already done ✅
- Bookmark all important links and logins
📧 Email Management Tools
Essential tools and templates for sorting, organizing, and responding to emails effectively.
Email Organization
- Priority Labels: Urgent, Client, Internal, Follow-up
- Folder Structure: Inbox, Clients, Projects, Admin
- Response Templates: Quick replies for common inquiries
- Auto-forwarding: Set up rules for specific client types
Quick Actions
📅 Scheduling & Meeting Management
Streamline discovery calls, client meetings, and internal project coordination.
Meeting Types
- Discovery Calls: 15-30 min initial consultations
- Client Meetings: Project updates and planning
- Internal Syncs: Weekly check-ins with Cody
- Vendor Calls: Freelancer and collaborator coordination
Calendly Setup
- Buffer time between meetings (15 min)
- Time zone auto-detection
- Automatic HubSpot integration
- Meeting reminders and follow-ups
🤝 Vendor & Collaborator Management
Tools and processes for coordinating with freelancers, vendors, and project collaborators.
Communication Channels
- Email: Primary communication method
- Phone: Urgent matters and quick clarifications
- Project Management: Trello for task tracking
- File Sharing: Google Drive for assets
Coordination Best Practices
- Set clear deadlines and expectations
- Provide detailed project briefs
- Schedule regular check-ins
- Maintain organized file structure
📁 Digital File Organization
Maintain organized digital documents, files, and internal resources for maximum efficiency.
File Structure
- Client Folders: Organized by project name
- Assets: Logos, images, videos by category
- Templates: Email, contract, and proposal templates
- Internal: SOPs, guidelines, and procedures
Naming Conventions
- Projects: YYYY-MM-DD_ClientName_ProjectType
- Assets: ClientName_AssetType_Version
- Documents: DocumentType_ClientName_Date
- Internal: Category_DocumentName_Version
📖 Complete Onboarding Guide
Your comprehensive reference guide with all the details, links, and resources you need to succeed.