I’m revamping our onboarding strategy to blend both implementation and onboarding - here is a visual to help the team with our new process. Anything I’m missing?
I’m revamping our onboarding strategy to blend both implementation and onboarding - here is a visual to help the team with our new process. Anything I’m missing?
Woops spelt onboarding wrong!
Hi
Here are my thoughts I had looking this over:
I hope those thoughts are helpful! Let me know if you have further questions. I’m also happy to hop on a call to go into more detail
We do something similar with the below:
During the Kickoff our PM leads the discussion with the AE adding context for their portion and the AE giving any relational information from the sales process.
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