Customer Onboarding

Customer Onboarding
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Storyboard Description

Identifying the teams for both EAC and the customer and exchanging appropriate documents.

Storyboard Text

  • Pre-Onboarding Call
  • I'd like to introduce key contacts on both our teams.  When are you available?  Who shall we invite?
  • Onboarding Checklist
  • Identify Key Players at EAC and Customer
  • Team EAC
  • Team Customer
  • Document Exchange
  • Team EAC Info
  • Next Steps?
  • Team Acme Corp. Info
  • AM reaches out to primary contact on customer side to set up onboarding meeting. 
  • Checklist
  • EAC - Account Mgr/Team, Biz Dev, TAM, Support, Finance... Customer - Primary Contact, Decision Maker, Technical Contact, Finance...
  • EAC Contacts/Important #s
  • Team Contacts - Name/Role, Phone, Email (Backup contact?) Other docs - Financial, NDA, Insurance, CND...
  • Other docs
  • What's on it?
  • What's on it?
  • What are they?  EAC required?  Customer required?
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