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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
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The AE will @ mention the CSM who own's the account through the sales-cs-handoff channel workflow
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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
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CSM's will review the dashboard for accounts in their name to ensure no accounts fall through the cracks
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If a new account has not been sent through the #sales-cs-handoff channel, the CSM will ask the AE to submit that workflow
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Then the CSM will do the above process in the #sales-cs-handoff channel