Customer Handoff Certification Copy

Customer Handoff Certification Copy

Topic
Materials
  1. Director of Revenue to send the Onboarding Certification Template to Account Manager and Account Executive
  2. Account Executive fills out the these fields in the form
    1. Adds the client name
    2. Checks the boxes to indicate all steps were completed
    3. Includes the Dropbox link to the Strategic Brief (This is the template)
    4. Includes the Intake Document Link
    5. Include links to SOWs and MSAs, etc …
  3. Account Executive signs the document
  4. Account Manager signs the document to verify receipt and validation of all onboarding materials
  5. Director of Revenue reviews, verifies and signs onboarding certification document
  6. Account Executive places the final document in the ”Client Named”folder within the Clients folder in Dropbox. IE: Clients / Current Clients / Client NameDirectory in Dropbox
  7. AE adds the Onboarding Certification document to deal in HubSpot and in Slack channel associated with the POD and the deal