Overview
They are responsible leading the onboarding process for silver+ tier net new clients.
What are Account Managers?
Client Onboarding Process will not be initiated for these types of accounts.
What are existing accounts?
This is when the onboarding playbooks are reviewed with the client.
What is the kick off call?
Must be done for all wrap up session to ensure the possibility of post session review.
What is recording on Gong?
These are the different onboarding paths.
What are Fast Track: Self-Serve, Self-Serve (or Hybrid), Managed?
The client onboarding process is triggered at this opportunity stage.
What is Sales Won - Onboarding?
Differences of the Fast Track: Self-Serve from the Self-Serve (or Hybrid) playbook.
What is 4 weeks instead of 6 week timeline, no platform walkthrough, and 2 instead of 4 office hours?
The AM is responsible for this before the Wrap Up Session is marked as complete on GuideCX.
What is collecting and inputting client feedback within SalesForce?
Role of GuideCX.
What is the customer onboarding and tracking tool that has allowed us to automate tasks, pre-built email notifications?
These are 2 requirements needed to be done on SalesForce by an AE in order for GuideCX automation to begin.
What are tagging both a MCS + AM within company team at the account level and having at least 1 onboarding participant contact role at the opportunity level?
The type of clients who qualify for the Fast Track: Self-Serve onboarding playbook.
What are clients who have prior experience or relevant backgrounds to skip over basic content and the platform walkthrough, focusing on advanced features, strategies and StackAdapt specific best practices?
Pods will use the wrap up session to do client discovery around these 3 topics.
What are Relationship/partnership, account support, education and training?