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, or are they past due? Here’s what to do:
‼️ MT-CS-005: Escalations
💸 MT-CS-021: Payment Reminder and Collections Process
For all admins that want to recommend us:
If your account has a Premium service level
Did your admin purchase an HRIS integration or SSO Service? 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!
Any SOP, resource or document specific to a role will be linked here:
CCSMs:
CCSM Account View Layout
SCSMs:
SCSM Account View Layout
New Hires!
Does your client want to set up their account? Share this to give them a hand!
Remember that our https://support.medtrainer.com/home/whats-new/new-product-updates#h.swazv4d2qelq has many guides that our clients will find useful!
Need to set up a new account and know more about Organization Management? Check this out! (yes, this one is for you too 💙 )
Are your clients concerned about our mass communication through Outreach sequences? Here’s what to do:
A pro tip is to dive into a https://support.medtrainer.com/home/whats-new/new-product-updates#h.swazv4d2qelq to stay on top of our platform updates and best practices!
