Xero Terms
The difference between these two is that in one instance we have confirmed that the firm is interested in Xero and the other one is just an opportunity to potentially talk to the Firm.
What is a prospect and what is a lead?
This is a meeting that we have with Partners (with or without a Business Plan) to help them migrate one of their clients into Xero.
What is an onboarding call?
This is Xero's version of a contract.
What is a Business Plan?
This is what we call the clients that our Partners add onto their Xero organization. This can be a place holder or a named client.
What is an org?
This is when we meet with a Partner to talk to them about the details of what we are offering and how they can benefit from the relationship with us.
What is a pitch call?
This is the document that we need (but Canada does not) as part of a bulk-load.
What is a COA?
Or What is a Chart of Accounts?
This is what we call an org that has been converted to Xero.
What is an activation?
This is an in-person activity that we do for a small set of our Partners to drive interest and re-introduce our product to our current partners and prospects.
What is a Xero Talk?
This is the document that we are required to prepare for Business Plans that include 75+ orgs.
What is an activation schedule?
This is what we call a Partner that has added paying orgs to their organization.
What is an Active Partner?
This is a live event that we host for our partners to present or train them on a variety of topics.
What is a webinar?
This is how we track our projects.
What is an Asana Project Template?
All these (3) terms are used to describe the same action that Partners can take to move their clients to Xero.
What is a migration, activation, and/or conversion?
By this means, we get partners to make use of a bunch of the orgs that they have added to their Business Plans at once.
What is an activation day?
This is a document that we create for our Partners to help us coordinate and strategize a successful relationship.
What is a collaboration plan?