I have a lengthy customer onboarding training. It is divided into 9 sessions, and each session has over 4 subtasks, and some of these have sub-sub-tasks. Many customers don't complete it and feel confident to intuit their way after 4 or 5 sessions (though some customers need the whole 9 yards).
The onboarding process is the same for every customer.
I would like to set up a template of sorts so that when a new customer is being onboarded their account manager can commence the "training" and:
- track progress
- set reminders to follow up
- add notes to customer profile
Within each sub-task I want to store links and content relevant to that topic so that staff don't have to manage separate training resources.
Which is the best way to set this up so I can achieve the most of my desired outcomes?
We have a customer “white glove” process for Onboarding. I set this up with Automation. For the white glove project I use Epics for each new customer. When an epic is created then an automation rule creates all tasks and sub-tasks. Each are assigned to the proper owners. Appropriate fields are filled in as needed.
@Jack Brickey that sounds fascinating, can we connect? I would really appreciate learning how to automate an onboarding project template.
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Are you tracking the stages of the clients?
For example 1st 3 sub tasks denote one stage, other 3 next stage. So you can track It on kanban.
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