Account handover Onboarding to Account Management
Set up Account handover Onboarding to Account Management
Account Handover
Omnivore is consistently onboarding new sellers daily. Some fall under DIY onboard process while others are part of the paid onboarding workflow. Either way if it is expected that these sellers will fall under one of the account management tiers then there will need to be a handover process between the team..
UAT and off to Account Management
When a seller has reached the user acceptance testing stage of the onboarding process (Data approved and order test successful) , then this is the time to introduce the account management team. Ideally the account management team should be introduced as part of the staff training session, as a kick off to the relationship.
The onboarding team should be able to cover off the following details as part of the handover;
- Any account set up details that are outside the ordinary onboard process eg product name is derived from attributes etc
- Who the key contacts are at the retailer and;
- Any billing arrangements (master sub account) , account plan type and are they paid onboarding or not