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
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:
If your account has a Premium service level
Did your admin purchase an integration? Here’s what to do:
💻 MT-CS-018: SSO and HRIS Integrations
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:
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:
🌴 MT-CS-016: Out of Office Hand-off
To know what/how/why we will evaluate:
Never lose track of your emails, calls and meetings again!
🔎 MT-CS-014: Communication Tracking