Providing an Integrated Onboarding Experience

We’re currently working on some significant automations in our processes and rebuilding all our templates to support further automation. Here’s a few instances of what we are doing:

1. Opportunity marked closed/won triggers:
   1. New project based on specific template
      1. If certain products are included/not included will automatically mark specific tasks as cancelled/not required
      2. Adds copy of Sales Order to the project
      3. Auto populates specific custom fields based on values from Salesforce
   2. Creates assignment requests in our separate assignment queue for additional required roles
      1. We do just in time assignments and only the PM and CSM are assigned immediately. The Integrations Consultant, Implementation Specialist, and if needed, the Reporting Consultant are assigned when certain triggers happen within the project
   3. Creates Client folder in our Google Drive client section
      1. Adds appropriate document templates to the client project folder
         1. Requirements specification
         2. Kickoff Deck
         3. Training Deck
         4. Sales Order
         5. Any project attachments from Salesforce
         6. Downloads a report from Salesforce with relevant opportunity and account notes
   4.  
2. Once CSM & PM assigned:
   1. Create a Slack project channel and add PM, CSM, & AE
      1. Pins links to the following in the project channel 
         1. Google Drive client folder
         2. Link to Project in app
         3. Requirements Specification (our project document detailed requirements)
      2. Sends Slack introducing project team and asks AE to send introductory email
   2. Sends Slack notification to specific channel requesting access to client instance in our platform for the PM
      1. As additional members of the team are assigned the same request is made for them
3. Once Kickoff occurs triggers creation of a new task every Monday for:
   1. Tracking submission of weekly status report that is due within next seven days
   2. Updating project blockers to identify current state of anything preventing the project from moving forward
4. Once specific tasks are marked complete, pull data from our requirements specifications document to update the project custom fields and generate additional specific tasks based upon
   1. # of project phases
   2. # of plans on project
5. If # of plans on project exceeds # of plans in the SO (manually entered field by the PM) then it sends a Slack notification to the project team and manager to investigate and determine if scope creep

There are other things we are working on but that gives you an idea of what we are trying to do.

I eco @ellibot! I’m really aspiring to get to that same level @rondeaul. We’re only just now implementing GuideCX, so I’ll circle back to this post in a few months lol

@willpatterson just sent you a PM