Our customer is newly launched and working on their enablement strategy. They are considering an INTERNAL onboarding CTA - essentially each CSM will get a CTA that has a playbook that guides them through Gainsight and lists out the next area they need to explore. They want to finalize the playbook with an email assist that they would send to their manager confirming they’ve completed the playbook tasks. Has anyone done this before? If so, does anyone have a sample playbook? The customer wants to ensure that they don’t overlook anything.
Some examples to get your creative juices flowing:
- Log in to Gainsight through SFDC SSO
- Bookmark Gainsight into your browser
- Update your profile photo (NXT)
- Update your role, email and timezone
- Dashboard: Visit your CSM Dashboard & set Global Filter to yourself (if not set by default)
- Dashboard: Update the reports to your preferred visualization types
- Running meetings: Set the Cockpit filter to your preferred view
- Running meetings: Review C360 and Customer Scorecard for (5) customers
- Running meetings: Review R360 and Relationship Scorecard for (3) customers
- Running meetings: Log a timeline note and at mention your manager