{"id":12667,"date":"2018-01-12T17:39:28","date_gmt":"2018-01-12T17:39:28","guid":{"rendered":"https:\/\/www.process.st\/templates\/onboarding-client\/"},"modified":"2024-02-28T20:43:21","modified_gmt":"2024-02-28T20:43:21","slug":"onboarding-client","status":"publish","type":"post","link":"https:\/\/www.process.st\/templates\/onboarding-client\/","title":{"rendered":"Onboarding client"},"content":{"rendered":"
\n

Début d'onboarding <\/h2>\n
\n

Devis signé et typeform complété<\/p>\n<\/p><\/div>\n<\/section>\n

\n

1er contact client <\/h2>\n
\n

Mail de présentation et demande de sign up<\/p>\n<\/p><\/div>\n<\/section>\n

\n

Sign up sur la plateforme Wing <\/h2>\n<\/section>\n
\n

Activation du compte <\/h2>\n
\n

Activation du compte client sur HQ et paramétrage des services<\/p>\n<\/p><\/div>\n<\/section>\n

\n

Kit de démarrage <\/h2>\n
\n

Envoi email avec kit de démarrage<\/p>\n<\/p><\/div>\n<\/section>\n

\n

Création d'un point de collecte sur plateforme Wing <\/h2>\n<\/section>\n
\n

Intégration e-commerce <\/h2>\n
\n

Connexion du CMS e-commerce à la plateforme Wing<\/p>\n<\/p><\/div>\n<\/section>\n

\n

Formation et mode opératoire <\/h2>\n
\n
    \n
  • \n
    \n
    \n 1\n <\/div>\n<\/p><\/div>\n
    \n
    <\/div>\n<\/p><\/div>\n
    \n Planning de collectes\n <\/div>\n<\/li>\n
  • \n
    \n
    \n 2\n <\/div>\n<\/p><\/div>\n
    \n
    <\/div>\n<\/p><\/div>\n
    \n Cahier des charges emballage\n <\/div>\n<\/li>\n<\/ul><\/div>\n<\/section>\n
    \n

    Inscription Gocardless <\/h2>\n
    \n

    Vérification que le client à complété le mandat SEPA Gocardless.<\/p>\n<\/p><\/div>\n<\/section>\n

    \n

    Welcome pack <\/h2>\n
    \n

    Envoi d'un welcome pack par coursier.<\/p>\n<\/p><\/div>\n<\/section>\n

    \n

    1st parcel <\/h2>\n
    \n
      \n
    • \n
      \n
      \n 1\n <\/div>\n<\/p><\/div>\n
      \n
      <\/div>\n<\/p><\/div>\n
      \n Accompagnement\n <\/div>\n<\/li>\n
    • \n
      \n
      \n 2\n <\/div>\n<\/p><\/div>\n
      \n
      <\/div>\n<\/p><\/div>\n
      \n Vérification 1ère collecte\n <\/div>\n<\/li>\n
    • \n
      \n
      \n 3\n <\/div>\n<\/p><\/div>\n
      \n
      <\/div>\n<\/p><\/div>\n
      \n Vérification emballage\n <\/div>\n<\/li>\n
    • \n
      \n
      \n 4\n <\/div>\n<\/p><\/div>\n
      \n
      <\/div>\n<\/p><\/div>\n
      \n Photo 1st parcel\n <\/div>\n<\/li>\n<\/ul><\/div>\n<\/section>\n","protected":false},"excerpt":{"rendered":"

      Début d'onboarding Devis signé et typeform complété 1er contact client Mail de présentation et demande de sign up Sign up sur la plateforme Wing Activation du compte Activation du compte client sur HQ et paramétrage des services Kit de démarrage Envoi email avec kit de démarrage Création d'un point de collecte sur plateforme Wing Intégration […]<\/p>\n","protected":false},"author":3,"featured_media":0,"comment_status":"closed","ping_status":"open","sticky":false,"template":"","format":"standard","meta":{"_acf_changed":false,"ep_exclude_from_search":false,"cover_icon_emoji":"","cover_icon_url":"","tasks_count":"11","template_description":"","template_id":"lLks_pBbET2aUSuhdphFTQ","task_0":"D\u00e9but d'onboarding","task_slug_0":"dbut-donboarding","task_1":"1er contact client","task_slug_1":"1er-contact-client","task_2":"Sign up sur la plateforme Wing","task_slug_2":"sign-up-sur-la-plateforme-wing","task_3":"Activation du compte","task_slug_3":"activation-du-compte","task_4":"Kit de 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