Account Management - New Customer Onboarding

Welcome! Your dedicated account team is ready to help.

Account Onboarding Checklist:

??? Complete customer profile and business requirements

??? Define organizational structure and user roles

??? Set up administrative access and permissions

??? Configure reporting preferences and dashboards

??? Establish escalation procedures and contacts

Your Account Team:

??? Account Manager: Primary business relationship contact

??? Implementation Specialist: Technical deployment guidance

??? Customer Success Manager: Ongoing optimization support

??? Technical Account Manager: Advanced configuration assistance

Onboarding Schedule:

??? Week 1: Welcome call and requirement gathering

??? Week 2: Configuration and setup completion

??? Week 3: Training sessions and go-live preparation

??? Week 4: Go-live support and optimization review

Contact Your Team:

??? Account Manager Direct: Will be assigned within 24 hours

??? Onboarding Hotline: 1-800-ONBOARD