Onboarding Process

• Templates - Kickoff Call & SOW
• Onboarding Process Flow Map
• Salesforce dashboard to track Strategic onboarding customers
• How do I know which accounts I'm onboarding?
• How do I track which accounts have a scheduled Kickoff Call?

Templates - Kickoff Call & SOW

Download these two templates as you prepare for onboarding a new customer

[TEMPLATE] Accelerate SOW | Revver + [CLIENT] .xlsx

[TEMPLATE] Revver Onboarding Kickoff Deck - [COMPANY].pptx

Onboarding Process Flow Map

Salesforce dashboard to track Strategic onboarding customers

Strategic Onboarding Dashboard

How do I know which accounts I'm onboarding?

Notifications of new client will come through the #sales-cs-handoff channel

1. The AE will @ mention the CSM who own's the account through the sales-cs-handoff channel workflow

2. The CSM will reply in the thread of the workflow that they have scheduled a kickoff call and the date of that call

3. Track which accounts do and do not have a Kickoff call by comparing these reports on the Strategic Onboarding Dashboard 

   1. Accl/Transformation Strategic Accounts

   2. Kickoff Call Scheduled

      
      

Backup Plan - In case the accounts do not come through the #sales-cs-handoff channel

1. CSM's will subscribe to receive the Strategic Onboarding Dashboard twice a week (Mon/Wed)

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2. CSM's will review the dashboard for accounts in their name to ensure no accounts fall through the cracks

3. If a new account has not been sent through the #sales-cs-handoff channel, the CSM will ask the AE to submit that workflow

4. Then the CSM will do the above process in the #sales-cs-handoff channel

How do I track which accounts have a scheduled Kickoff Call?

Track which accounts do and do not have a Kickoff call by comparing these reports on the Strategic Onboarding Dashboard 

1. Accl/Transformation Strategic Accounts

2. Kickoff Call Scheduled