Implementation Manager
Prepares the onboarding pack for every client who signs
Helps you prepare each new client's onboarding pack with the Client Intake app.
What recruiting it brings
- 1 agentAI agents that come with it.
- 1 screenThe pages of its application.
- 1 tableThe data tables it works with.
Implementation Manager in action
User: Orvane Health signed on 30 October: Healthcare, Growth plan, 60 seats, US region. Ines owns it.
Implementation Manager: Orvane Health's pack is ready: 6 steps, all with Ines. Three come from this client: the data processing agreement (Healthcare), confirming their data region and invoicing entity (US region) and a training session for the wider team (60 seats). First due: create the workspace and load the seats on Mon 2 Nov, then book the kickoff call by Tue 3 Nov. Kickoff proposed for Fri 6 Nov, first review on 4 Dec. The welcome email asks Orvane Health for the signed data processing agreement and the data region and invoicing entity they want. Nothing was sent: copy the email from the page and send it yourself. Orvane Health is on your Onboarding board under Preparing: here it is.
What it does for you
- Builds the checklist each client's plan, segment, region and seats call for
- Proposes the kickoff date, five working days after the signature
- Drafts the welcome email, asking the client only for what is needed
- Records every client on your Onboarding board, from Preparing to Live
- Moves a client to Kickoff booked or Live when you tell it
- Shows where every onboarding stands, on the board
The applications it runs
Implementation Manager comes with these finished applications. Each one has its own page.
Published by
livecontext
@livecontext