Welcome to your onboarding portal!
The onboarding process is managed by your customer success specialist (or “LifeGuard” as we call it). You will follow these general steps:
- Onboarding Form
- Fill in the form linked below and with that information we will set up and enable your account.
- In addition to the account information, you will provide the contact info for your core team members who will be involved with this onboarding process.
- Onboarding Scheduling
- Once your account is enabled, your LifeGuard will reach out to schedule the first onboarding session.
- The LifeGuard will let you know who should attend each of the meetings listed below.
- Onboarding Sessions (Time required depends on your selected package. Your LifeGuard will help tailor the sessions to your needs.)
- Orientation and Planning Assistance Session (Executive Lead, Marketing Lead, Sales Lead – Ops Lead, Content Lead are optional, but recommended)
- This session is intended to introduce you to the Splashmetrics platform, and help you establish your strategic plan for your first self-serve sales initiative. After this session, you will have an actionable plan in place upon which your downstream marketing, sales, and ops, and content teams can begin their prepatory work to execute the plan. We will cover the following:
- Review of existing/previous efforts and outcomes (e.g. – sales/marketing model, historical metrics, problem areas, desired areas of improvement, etc.)
- Based on the above, we help you create your first Splash plan based on industry best-practices and our previous experience with other like customers.
- Splash plan preliminary review
- Splash plan full review (including executive sponsor)
- This session is intended to introduce you to the Splashmetrics platform, and help you establish your strategic plan for your first self-serve sales initiative. After this session, you will have an actionable plan in place upon which your downstream marketing, sales, and ops, and content teams can begin their prepatory work to execute the plan. We will cover the following:
- Pre-Launch Ops and Content Execution Session (Marketing Lead, Sales Lead, Ops Lead, Content Lead)
- This session is intended to look at the various cross-team operational actions that need to happen to have everything in place for the launch of your first self-serve sales initiative. After this session, you will have a clear understanding of how to ensure the content is appropriately interacting with Buyers to answer their sales questions, while also providing you invaluable Buyer-direct data in your CRM. We will also look at possible automations based on this data.
- Integrations with MA/CRM platforms (Ops lead)
- Required tasks in these platforms based on plan
- Various automations you should consider in your MA/CRM platform(s).
- Content execution and integration (Content lead)
- Focus on sales interactions and strategy (e.g. – RippleWidgets, CTAs, etc.)
- Sales access, content sharing, etc.
- Integrations with MA/CRM platforms (Ops lead)
- This session is intended to look at the various cross-team operational actions that need to happen to have everything in place for the launch of your first self-serve sales initiative. After this session, you will have a clear understanding of how to ensure the content is appropriately interacting with Buyers to answer their sales questions, while also providing you invaluable Buyer-direct data in your CRM. We will also look at possible automations based on this data.
- Post-Launch Sales Data and Analytics Deep-Dive (Executive Lead, Marketing Lead, Sales Lead, Ops Lead)
- This session is intended to look at both the initiative’s analytics in the Analyze Component – as well as the Buyer Data in your CRM, and discuss the relationship between the two. The Analyze component was built to provide executive-summary-level reporting on the efficacy of your overall self-serve sales initiative – while the more granular Buyer and sales data still resides in your CRM. This way you have every datapoint necessary to gauge the success of your self-serve sales efforts – alongside your existing direct and channel sales efforts.
- Full team run-through of all CRM-fed Buyer Data
- Full team run-through of Splashmetrics 360° Analytics
- This session is intended to look at both the initiative’s analytics in the Analyze Component – as well as the Buyer Data in your CRM, and discuss the relationship between the two. The Analyze component was built to provide executive-summary-level reporting on the efficacy of your overall self-serve sales initiative – while the more granular Buyer and sales data still resides in your CRM. This way you have every datapoint necessary to gauge the success of your self-serve sales efforts – alongside your existing direct and channel sales efforts.
- Orientation and Planning Assistance Session (Executive Lead, Marketing Lead, Sales Lead – Ops Lead, Content Lead are optional, but recommended)
- Ongoing check-ins as needed.
- Custom training sessions are available.
Click below to continue…
Resources
ONBOARDING CONTENT
Our onboarding process is very simple and straightforward. You provide us the needed information via our form above – and we set up your account and provide each user their login credentials. Then, in addition to the Onboarding Sessions listed above, we also provide wealth of helpful information via our LifeRing Help Center, with step-by-step walkthroughs and videos.
CUSTOMER SUCCESS
The self-serve sales success of your business is our sole focus. Therefore, we’ve provided multiple ways to assist you in your efforts. First, in addition to abundant in-app help, we’ve built the LifeRing Help Center, which has an extensive repository of helpful articles and videos covering best-practices, tips for optimally leveraging the platform, etc. And we also provide both ticketing and chat assistance to ensure that you get the answers you need to succeed.
PROFESSIONAL SERVICES
Per page 1 of our SaaS Agreement, we can provide separate professional services to our customers as needed through our affiliate ecosystem. Self-serve Selling Strategies, RevOps consulting, and sales enablement training services are available from our affiliated industry-leading experts. Custom Smart Content design, execution, and integration services can also be provided by our award-winning content affiliates. Just let us know what you need and we’ll put together a custom services bundle and quote for you!
Conversation Starter
Looking for something to share with a colleague as an intro? Either click the image to the right to download the standard PDF – or better yet, copy-and-paste the following link to email to them for a completely personalized version with additional resources:
https://divein.splashmetrics.com/your-personalized-data-sheet
