Welcome and introduction (3 min)
Introduce yourself as a Client Success Manager, Onboarding specialist or Account Manager- giving an outline of what the customer can expect over their onboarding period
Discovery time (5 min)
- Understand the client or customers business operations.
- How do they currently do their onboarding?
Connection & settings (10 min)
- Connecting their ledger, covering all questions they have on how the system works.
- Going over general software settings.
- Connecting payments and setting up branding.
Feature: Library (10 min)
- Covering Service library, terms and notifications.
- Advising on set up, showing all features and best practices for their set up.
Outcome: Proposal creation (10 min)
Showing clients the New Proposal Editor and a quick version of what a proposal will look like once they have completed the work from the previous section.
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