Course curriculum

    1. Introduction to New Client Onboarding

    2. Introduction & Why Onboarding Matters

    3. The 8 Step Onboarding Process

    4. The 8 Step Process Overview

    5. RACI Table - What is it?

    6. RACI Table - Introduction

    7. RACI Table - Roles & Responsbilities

    8. Introduction to Onboarding Comprehension Check

    1. 0. Internal Briefing

    2. Step 0 Comprehension Check

    1. 1. Deal done - MSA Signed

    2. Step 1 Comprehension Check

    1. 2. Internal Handoff

    2. Step 2 Comprehension Check

    1. 3. Customer Kickoff Meeting

    2. 3. Customer Kick off Meeting [Roleplay]

    3. Step 3 Comprehension Check

    1. 4. Internal Workspace & Meetings

    2. Step 4 Comprehension Check

About this course

  • 31 lessons
  • Mandatory for:
    - Service Desk
    - Sales
    - Account Management
  • 1 hour

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