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Name | Organization | Persona/ Areas of Responsibility | |
---|---|---|---|
MSPbots CSM | MSPbots | CSM/ Onboarding | |
MSPbots Data Analyst | MSPbots | Business Intelligence/ Bots/ Trainer | |
MSPbots Product Owner | MSPbots | Feature Requests/ User Advisory Group Organizer | |
MSPbots Accountant | MSPbots | Billing | |
Customer Support | MSPbots | Issues, Inquiries, Feature Requests | |
<your key contact here> | Customer | ||
<your key contact here> | Customer |
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Subscription Details
<your subscription's inclusions detailed here>
Onboarding Outline
Below, you’ll find a schedule of our time together during the onboarding phase.
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Meeting/ Tasks/ Training | Objective(s) | Who | Date to Complete | Status | Progress Notes | |||||||||||||
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First Onboarding Call |
| MSPbots | Week 1 | Not Started | Welcome to the MSPbots community! | |||||||||||||
Payments Setup | Payment process along with invoicing/billing | Customer | Week 1 | Not Started | First Invoice Date: | |||||||||||||
MSPbots Platform Settings | MSPbots Setup Report is all 'Green'. Use this report and its built-in guides to set up Integrations, Users and their roles/ permissions, etc... | Customer | Week 1 | Not Started | ||||||||||||||
Self-Directed Learning |
| Customer | Self-Paced | Not Started | ||||||||||||||
BI and Bots | BI and Bots training | MSPbots DA | Week 2 | Not Started | Training Recording Link/s: | |||||||||||||
Create and enable/ implement your first:
| Customer | Self-Paced | Not Started | |||||||||||||||
Next Ticket App setup | Next Ticket app training | MSPbots Product Owner | Week 2-3 | Not Started | Training Recording Link/s: | |||||||||||||
Setup the Priority Rules | Customer | Week 2-3 | Not Started | |||||||||||||||
Cascade to engineers, provide end-user training | Customer | Week 3-5 | Not Started | |||||||||||||||
Attendance App setup | Attendance app training | MSPbots Product Owner | Week 2-3 | Not Started | Training Recording Link/s: | |||||||||||||
Apply desired settings, schedules, and bots | Customer | Week 2-3 | Not Started | |||||||||||||||
Cascade to engineers, provide end-user training | Customer | Week 3-5 | Not Started | |||||||||||||||
Dashboard Migrations | BrightGauge | BrightGauge access
| Customer | Week 1 | Not Started | |||||||||||||
Provide the list of BrightGauge dashboards to be replicatedthat you are using, in 3 segments:
| Customer | Week 1 | Not Started | |||||||||||||||
Migrate and publish the 'Top Priority' dashboards | MSPbots Delivery Team | Requires estimation of the scope | Not Started | |||||||||||||||
Run final QA of the migrated dashboard, provide feedback | Customer | Week 4 latest | Not Started | |||||||||||||||
C360/ MSPCFO Access
| Customer | Week 1 | Not Started | Migrate and publish dashboards | MSPbots | Requires estimation of the scope | Not Started | Run final QA of the migrated dashboard, provide feedback | Customer | Week 4 latest | Not Started | Onboarding End |
| MSPbots | Week 86 | Not Started |
Action Items
Date | Description | Who | Status | Notes | |
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