1.0 KiB
Glassdoor
03/13/2023
Kickoff
Phase 1: training for clients that don't have a dedicated CSM. ~ 3 Months from today
- This will include who to contact
- Best practices
- Similar examples
Paul will be the main content creator. Mural board is already laid out. They have resources and ready to go.
Phase 2: Cross functional, deeper training for clients who also have CSMs. ~ 6 months from today
03/20/2023
Chat with Paul
Name, Email, Company Name & Company ID - IDEAL parameters.
04/24/2023
Implementation
Biggest goal is giving new customers immediate access to the content. They aren't sure how to do that. Go live is still next week. Better to get access and then collect data later, but now if possible. This is for a specific customer segment. During kick off is when university access should begin.
All customers get invited into a 5-email marketing campaign for new users. Onboarding marketing.
Per customer, average of 6 users. 2-4 will be on the kick off call. The other 2 people could be added up to a year later.