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The CS Ops initial everyday process: 📤 MT-CS-001: Account Creation and CSM Assignment Got a new account assigned to you? Here’s what to do: 🛳️ MT-CS-002: Onboarding for Learning, Compliance and Credentialing Software Accounts Have any training sessions coming up? 📚 MT-CS-003-01 Learning Training |
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Has Onboarding been completed? The next step is: To save and expand our customer relationships: 📈 MT-CS-004: Retention and Upsell In a pinch with an account? Here’s what to do: For all admins that want to recommend us: |
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If your account has a Premium service level Did your admin purchase an integration? Here’s what to do: |
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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: |
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If you are going to transfer or receive accounts: 🔄 https://medtrainer.atlassian.net/wiki/x/BADo9w If your customers will leave MedTrainer soon: 📤 MT-CS-012: Customer Offboarding If you’re going on vacation: |
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To know what/how/why we will evaluate: Never lose track of your emails, calls and meetings again! |
