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SOP and User Guide Catalog
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MT-CS-001: Account Creation and CSM Assignment
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MT-CS-002: Onboarding for Learning, Compliance and Credentialing Software Accounts
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MT-CS-003-01 Learning Training
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MT-CS-003-02: Compliance Training
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MT-CS-003-03: Credentialing Software Training
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MT-CS-003-04: Adoption
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MT-CS-004: Retention and Upsell
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MT-CS-005: Escalations
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MT-CS-006: References
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MT-CS-007: SMB (Small Medical Business) Accounts
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MT-CS-011: Account Transition to a New CSM
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MT-CS-012: Customer Offboarding
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MT-CS-013: Standard and Premium Service Level Requests
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MT-CS-014: Outreach Setup & Management
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MT-CS-015: Hybrid Account Management and Transition
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MT-CS-016: Out of Office Hand-off
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MT-CS-017: Franchise Accounts
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MT-CS-018: SSO Services and HRIS Integrations
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MT-CS-019: New CSM Onboarding
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MT-CS-020: Digital CSM Master SOP
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MT-CS-021: Delinquent Accounts: Payment Reminders and Collections
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Initial Organization Management Setup
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Outreach Sequences and Contact Points
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The Ultimate CSM Questions Toolbox
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Churn Codes
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CS H2- Project Plan
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CS Victory Plan Q3 2024
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MedTrainer Customer Success Charter
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Core CSM Plan
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Digital CSM Plan
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SOP and User Guide Catalog
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SOP and User Guide Catalog
arlene.coello
Owned by
arlene.coello
Last updated:
Dec 02, 2024
3 min read
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MT-CS-001: Account Creation and CSM Assignment
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