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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

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

  1. CSM's will subscribe to receive the Accl/Transformation Strategic Accounts report twice a week (Mon/Wed)

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  2. CSM's will review the report 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. The CSM will do the above process

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