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The CS Ops initial everyday process:

πŸ“€ MT-CS-001: Account Creation and CSM Assignment

Got a new account assigned to you? Here’s what to do:

πŸ›³οΈ MT-CS-002: Onboarding for Learning, Compliance and Credentialing Software Accounts

Have any training sessions coming up?

πŸ“š MT-CS-003-01 Learning Training

βœ… MT-CS-003-02: Compliance Training

πŸ“‘ MT-CS-003-03: Credentialing Software Training

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Has Onboarding been completed? The next step is:

🌟 MT-CS-003-04: Adoption

To save and expand our customer relationships:

πŸ“ˆ MT-CS-004: Retention and Upsell

In a pinch with an account? Here’s what to do:

‼️ MT-CS-005: Escalations

For all admins that want to recommend us:

πŸ«‚ MT-CS-006: References

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If your account has a Premium service level

πŸ“„ MT-CS-013: Document Upload

Did your admin purchase an integration? Here’s what to do:

πŸ’» MT-CS-018: SSO and HRIS Integrations

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For SMB accounts that have the special Compliance package:

MT-CS-007: Small and Midsize Businesses (SMB Accounts)

Does/will your account have FMC?

MT-CS-015: Hybrid Account Management and Transition

If your customers are expanding their businesses:

MT-CS-017: Franchise Accounts

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If you are going to transfer or receive accounts:

πŸ”„ https://medtrainer.atlassian.net/wiki/x/BADo9w

If your customers will leave MedTrainer soon:

πŸ“€ MT-CS-012: Customer Offboarding

If you’re going on vacation:

🌴 MT-CS-016: Out of Office Hand-off

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To know what/how/why we will evaluate:

(tick) https://medtrainer.atlassian.net/wiki/pages/resumedraft.action?draftId=4159537153&draftShareId=eb47c8e9-47f4-4a74-977e-bc515604a70f

Never lose track of your emails, calls and meetings again!

πŸ”Ž MT-CS-014: Communication Tracking