The CS Ops initial everyday process:
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:
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:
For SMB accounts that have the special Compliance package:
Does/will your account have FMC?
If your customers are expanding their businesses:
If you are going to transfer or receive accounts:
If your customers will leave MedTrainer soon:
If you’re going on vacation:
To know what/how/why we will evaluate:
Never lose track of your emails, calls and meetings again!
If your account has a Premium service level
Got a new account assigned to you? Here’s what to do:
🛳️ MT-CS-002: Onboarding for Learning, Compliance and Credentialing Software Accounts
