Prepare an onboarding plan typically for 4-6 weeks
Plan for an onboarding kickoff call with all stakeholders from our end and their end
Make the kick off call mandatory for all users to attend
Contact details - preferably have one onboarding manager and one account manager post onboarding.
Connect with individual people on the call through LinkedIn (after the call)
Have a Slack community exclusively for Animaker Suite Enterprise and add all participants there. Intelligently create channels with relatable discussions. Do not keep it only about the product.
4-6 week onboarding should have weekly check in calls with the onboarding manager
Dedicate one person as escalation manager. Just in case they are not happy with the support.
Onboarding should not be just about training. Do not keep it one directional.
Between every check in call, there must be something that they should do and you will verify/ validate if that is done right. It could be custom character creation, or installing the Mac/ Windows application and all permissions given correctly etc. Initiate activation.
Build a checklist of items before the kick off calls that they should be doing during the onboarding process. This along with the timeline and schedule.
