Good Shepherd Health

Employee Onboarding

All SOPs
07Standards

Naming convention standard

A uniform naming convention across Google Workspace, HubSpot, Drive, Spaces, projects, deals, tasks, and records. Consistent names mean faster search, cleaner reporting, easier onboarding, and audit-ready files.

Employee email addresses

Format
firstname.lastname@1800goodshepherd.com

Examples

  • dennis.acquah@1800goodshepherd.com
  • akwasi.appiah@1800goodshepherd.com
  • elorm.agbeme@1800goodshepherd.com

Department email addresses

Format
department@1800goodshepherd.com

Examples

  • acquisitions@1800goodshepherd.com
  • billing@1800goodshepherd.com
  • finance@1800goodshepherd.com
  • hr@1800goodshepherd.com
  • pharmacy@1800goodshepherd.com
  • dme@1800goodshepherd.com

Google Spaces

Format
GS - Department Name

Examples

  • GS - Executive Leadership
  • GS - Acquisitions
  • GS - Pharmacy Operations
  • GS - DME Operations
  • GS - Finance
  • GS - Human Resources
  • GS - Compliance & Legal
  • GS - Sales & Marketing
  • GS - Company Announcements

HubSpot deals

Acquisition
ACQ - Company - City State
  • ACQ - Metro Pharmacy - New Haven CT
  • ACQ - Canal Pharmacy - New York NY
  • ACQ - AABA Family Medical Supply - Villas NJ
Strategic Partnership
PARTNER - Organization
  • PARTNER - Jefferson Health
  • PARTNER - Temple Physicians
Revenue Opportunity
REV - Customer Name
  • REV - Broad Street Medical Group
  • REV - Mercy Hospital Referral Program

HubSpot projects

Format
PROJECT TYPE - LOCATION - YEAR

Examples

  • Acquisition - Metro Pharmacy - 2026
  • New Pharmacy Opening - Philadelphia - 2026
  • Medicare Enrollment - Newark - 2026
  • DME Expansion - Cape May - 2026

HubSpot tasks

Format
ACTION VERB + OBJECT

Examples

  • Call Seller
  • Request Tax Returns
  • Submit Loan Package
  • Review Purchase Agreement
  • Complete DEA Application

Avoid

  • Follow Up
  • Call
  • Review

Google Drive — executive structure

Top-level folders
  • 01 Executive
  • 02 Acquisitions
  • 03 Pharmacy Operations
  • 04 DME Operations
  • 05 Finance
  • 06 Human Resources
  • 07 Compliance & Legal
  • 08 Marketing
  • 09 Technology
  • 10 Investors

Acquisition folders

Format
YEAR - Company Name - Acquisition

Examples

  • 2026 - Metro Pharmacy - Acquisition
  • 2026 - Canal Pharmacy - Acquisition
  • 2026 - AABA Family Medical Supply - Acquisition

Subfolders

01 NDA02 Financial Statements03 Tax Returns04 Bank Statements05 Due Diligence06 Real Estate07 Financing08 Legal Documents09 Closing Documents10 Integration

Documents

Format
YYYY-MM-DD Document Name Version

Examples

  • 2026-06-16 Letter of Intent v1
  • 2026-06-18 Purchase Agreement v2
  • 2026-06-20 Financial Analysis Final

Never use

  • Final Final
  • New Version
  • Updated Copy
  • Document (1)

Status suffixes

Append a status suffix to in-flight documents so the team can see where each version stands.

DRAFTREVIEWAPPROVEDEXECUTEDFINAL
  • Asset Purchase Agreement DRAFT
  • Asset Purchase Agreement REVIEW
  • Asset Purchase Agreement EXECUTED

Meetings

Internal

Department - Topic
  • Acquisitions Weekly Review
  • Finance Monthly Close

External

Company Name - Meeting Purpose
  • Metro Pharmacy Due Diligence
  • Leader Bank Loan Review

Google Calendar

Format
[Department] Event Name

Examples

  • [Acquisitions] Metro Seller Call
  • [Finance] Bank Underwriting Review
  • [DME] Medicare Audit Meeting

Contacts — individuals

Format
First Name Last Name

Examples

  • Scott Campbell
  • Rana Joyia
  • Joseph Rafailov

Contacts — companies

Format
Legal Company Name

Examples

  • Metro Pharmacy LLC
  • Canal Pharmacy Inc.
  • Leader Bank NA
  • Good Shepherd Health Corporation

The Naming Golden Rule

If a team member cannot immediately identify the document, deal, project, task, meeting, or folder from its name alone, the naming convention is incorrect and must be revised.