After the agreement, a discovery phase begins with a kickoff meeting, questionnaire, and tailored playbook creation. Customers receive recommended modules and development plans. Platform access, video guides, and a training schedule are provided via email. Dedicated training is included.
After the agreement, discovery ensues with:
- An all-hands call to align on goals, roles, and training
- Entry questionnaire
- Creation of a playbook or single source of truth outlining your organization’s modules, roles, forms, and main automation flows.
Based on the discovery, Customers receive recommended modules. Each stakeholder gets a development plan detailing how new features will be implemented.
Customers receive platform access via email, along with video guidelines and a training schedule.
Dedicated training for Customer’s Team is included in the price.
An experienced Customer Success Manager (CSM) guides customers during AND after onboarding, promptly addressing all queries.
Customers are notified on upcoming functionality and get priority training.
The customer success manager meets the client each week for a status meeting to discuss progress, blockers, and/or needs.
The Customer Success Manager (CSM) helps the Customer with setting the standard required processes, reports and forms on the platform whenever needed.