{"id":28084,"date":"2021-11-02T01:23:51","date_gmt":"2021-11-02T01:23:51","guid":{"rendered":"https:\/\/www.process.st\/templates\/customer-onboarding-quick-start-5\/"},"modified":"2024-04-24T16:20:14","modified_gmt":"2024-04-24T16:20:14","slug":"customer-onboarding-quick-start-5","status":"publish","type":"post","link":"https:\/\/www.process.st\/templates\/customer-onboarding-quick-start-5\/","title":{"rendered":"Client Onboarding &#8211; Ferner Media Agency"},"content":{"rendered":"<section id=\"welcome-aboard\">\n<h2>WELCOME ABOARD!<\/h2>\n<div class=\"image-content\">\n<figure> <a href=\"https:\/\/www.process.st\/templates\/wp-content\/uploads\/2024\/02\/iAJ6ojGCbzv3WzSYLulBsQ.png\" alt=\"Welcome to our onboarding! We are very excited to see you here! \n\nPlease, fill out all the information below:\" target=\"_blank\" rel=\"noopener\"> <img decoding=\"async\" loading=\"lazy\" src=\"https:\/\/www.process.st\/templates\/wp-content\/uploads\/2024\/02\/iAJ6ojGCbzv3WzSYLulBsQ.png\"> <\/a><figcaption>\n     Welcome to our onboarding! We are very excited to see you here! Please, fill out all the information below:<br \/>\n   <\/figcaption><\/figure>\n<\/p><\/div>\n<div class=\"text-field-content form-field-content\">\n<div class=\"form-group\"> <label> BUSINESS NAME <\/label><br \/>\n   <input type=\"text\" placeholder=\"Something will be typed here...\" disabled class=\"form-control\">\n  <\/div>\n<\/p><\/div>\n<div class=\"text-field-content form-field-content\">\n<div class=\"form-group\"> <label> YOUR NAME <\/label><br \/>\n   <input type=\"text\" placeholder=\"Something will be typed here...\" disabled class=\"form-control\">\n  <\/div>\n<\/p><\/div>\n<div class=\"text-field-content form-field-content\">\n<div class=\"form-group\"> <label> YOUR NAME (Copy) <\/label><br \/>\n   <input type=\"text\" placeholder=\"Something will be typed here...\" disabled class=\"form-control\">\n  <\/div>\n<\/p><\/div>\n<div class=\"select-field-content form-field-content\">\n<div class=\"form-group\"> <label> BUSINESS SIZE <\/label> <select disabled class=\"form-control\"><option value=\"An option will be selected here\">An option will be selected here<\/option><\/select>\n  <\/div>\n<\/p><\/div>\n<div class=\"text-field-content form-field-content\">\n<div class=\"form-group\"> <label> BUSINESS ADDRESS <\/label><br \/>\n   <input type=\"text\" placeholder=\"Something will be typed here...\" disabled class=\"form-control\">\n  <\/div>\n<\/p><\/div>\n<div class=\"date-field-content form-field-content\">\n<div class=\"form-group\"> <label> TODAY'S DATE <\/label> <\/p>\n<div class=\"date-container\"> <button type=\"button\" disabled class=\"btn btn-default\"> <i class=\"fa fa-calendar btn-icon\"><\/i> Date will be set here <\/button>\n   <\/div>\n<\/p><\/div>\n<\/p><\/div>\n<\/section>\n<section id=\"business-information\">\n<h2>\u26a1\ufe0fBUSINESS INFORMATION<\/h2>\n<div class=\"text-content\">\n<p class=\"style-warning\"><strong><a href=\"https:\/\/emojipedia.org\/high-voltage\/\" rel=\"nofollow noopener\" target=\"_blank\">\u26a1<\/a><a href=\"https:\/\/www.salesforce.com\/\" rel=\"nofollow noopener\" target=\"_blank\">&nbsp;<\/a>Alright, {{form.YOUR_NAME}}. Thank you for that.<\/strong><\/p>\n<p class=\"style-warning\"><strong><\/p>\n<p>We need a couple more info about your business here:<\/strong><\/p>\n<\/p><\/div>\n<div class=\"select-field-content form-field-content\">\n<div class=\"form-group\"> <label> Would you please provide dashboard access &amp; app access to your Shopify store? Mark completed please below if you agree and send the invite to business@fernermedia.agency <\/label> <select disabled class=\"form-control\"><option value=\"An option will be selected here\">An option will be selected here<\/option><\/select>\n  <\/div>\n<\/p><\/div>\n<div class=\"text-field-content form-field-content\">\n<div class=\"form-group\"> <label> Please enter your Klaviyo Account ID below (You can find the account ID (also known as the API key) in your Klaviyo account by navigating to the API Keys tab in Klaviyo: https:\/\/www.klaviyo.com\/account#api-keys-tab <\/label><br \/>\n   <input type=\"text\" placeholder=\"Something will be typed here...\" disabled class=\"form-control\">\n  <\/div>\n<\/p><\/div>\n<div class=\"date-field-content form-field-content\">\n<div class=\"form-group\"> <label> Task Due Date <\/label> <\/p>\n<div class=\"date-container\"> <button type=\"button\" disabled class=\"btn btn-default\"> <i class=\"fa fa-calendar btn-icon\"><\/i> Date will be set here <\/button>\n   <\/div>\n<\/p><\/div>\n<\/p><\/div>\n<div class=\"textarea-field-content form-field-content\">\n<div class=\"form-group\"> <label> Task Comments (if relevant) <\/label> <textarea placeholder=\"Something will be typed here...\" rows=\"3\" disabled class=\"form-control\"><\/textarea>\n  <\/div>\n<\/p><\/div>\n<\/section>\n<section id=\"onboarding-call\">\n<h2> Onboarding Call<\/h2>\n<div class=\"text-content\">\n<p class=\"style-success\"><strong>Onboarding Script<\/strong><\/p>\n<p class=\"style-success\">You may have developed a script for your onboarding calls. You can copy paste your script here.&nbsp;<\/p>\n<\/p><\/div>\n<div class=\"text-content\">\n<h5>Attendance<\/h5>\n<\/p><\/div>\n<div class=\"select-field-content form-field-content\">\n<div class=\"form-group\"> <label> Onboarding Call Attendance <\/label> <select disabled class=\"form-control\"><option value=\"An option will be selected here\">An option will be selected here<\/option><\/select>\n  <\/div>\n<\/p><\/div>\n<div class=\"text-content\">\n<p class=\"style-info\"><a href=\"https:\/\/emojipedia.org\/light-bulb\/\" rel=\"nofollow noopener\" target=\"_blank\"><strong><\/strong><\/a><strong> This task uses<\/strong><a href=\"https:\/\/www.process.st\/help\/docs\/variables\/\" rel=\"nofollow noopener\" target=\"_blank\"> <strong>variables<\/strong><\/a><strong> to surface information collected in<\/strong><a href=\"https:\/\/www.process.st\/help\/docs\/form-fields\/\" rel=\"nofollow noopener\" target=\"_blank\"> <strong>form fields<\/strong><\/a><strong> in your workflow, so that they can be viewed or used elsewhere in your workflow.&nbsp;<\/strong><\/p>\n<\/p><\/div>\n<div class=\"text-content\">\n<h5>Running Late Email Template<\/h5>\n<\/p><\/div>\n<\/section>\n<section id=\"meeting-notes\">\n<h2> Meeting Notes<\/h2>\n<div class=\"text-content\">\n<h5><strong>Customer Goal<\/strong><\/h5>\n<\/p><\/div>\n<div class=\"textarea-field-content form-field-content\">\n<div class=\"form-group\"> <label> Customer's Goal <\/label> <textarea placeholder=\"Something will be typed here...\" rows=\"3\" disabled class=\"form-control\"><\/textarea>\n  <\/div>\n<\/p><\/div>\n<div class=\"date-field-content form-field-content\">\n<div class=\"form-group\"> <label> Goal Date <\/label> <\/p>\n<div class=\"date-container\"> <button type=\"button\" disabled class=\"btn btn-default\"> <i class=\"fa fa-calendar btn-icon\"><\/i> Date will be set here <\/button>\n   <\/div>\n<\/p><\/div>\n<\/p><\/div>\n<div class=\"text-field-content form-field-content\">\n<div class=\"form-group\"> <label> Who has ownership of this goal? <\/label><br \/>\n   <input type=\"text\" placeholder=\"Something will be typed here...\" disabled class=\"form-control\">\n  <\/div>\n<\/p><\/div>\n<div class=\"text-content\">\n<h5><strong>Account Planning Notes (for Internal Purposes):<\/strong><\/h5>\n<\/p><\/div>\n<div class=\"textarea-field-content form-field-content\">\n<div class=\"form-group\"> <label> Roles &amp; Use <\/label> <textarea placeholder=\"Something will be typed here...\" rows=\"3\" disabled class=\"form-control\"><\/textarea>\n  <\/div>\n<\/p><\/div>\n<div class=\"textarea-field-content form-field-content\">\n<div class=\"form-group\"> <label> ROI Metrics <\/label> <textarea placeholder=\"Something will be typed here...\" rows=\"3\" disabled class=\"form-control\"><\/textarea>\n  <\/div>\n<\/p><\/div>\n<div class=\"textarea-field-content form-field-content\">\n<div class=\"form-group\"> <label> Roadblocks &amp; Strategy to Overcome <\/label> <textarea placeholder=\"Something will be typed here...\" rows=\"3\" disabled class=\"form-control\"><\/textarea>\n  <\/div>\n<\/p><\/div>\n<div class=\"text-content\">\n<h5><strong>Meeting Notes (for Internal Purposes):<\/strong><\/h5>\n<\/p><\/div>\n<div class=\"date-field-content form-field-content\">\n<div class=\"form-group\"> <label> Meeting #1 Date <\/label> <\/p>\n<div class=\"date-container\"> <button type=\"button\" disabled class=\"btn btn-default\"> <i class=\"fa fa-calendar btn-icon\"><\/i> Date will be set here <\/button>\n   <\/div>\n<\/p><\/div>\n<\/p><\/div>\n<div class=\"textarea-field-content form-field-content\">\n<div class=\"form-group\"> <label> Meeting #1 Other Notes <\/label> <textarea placeholder=\"Something will be typed here...\" rows=\"3\" disabled class=\"form-control\"><\/textarea>\n  <\/div>\n<\/p><\/div>\n<\/section>\n<section id=\"send-follow-up-email\">\n<h2>\u2709\ufe0f Send Follow Up Email<\/h2>\n<div class=\"text-content\">\n<h5><strong>Customer Follow Up Email:<\/strong><\/h5>\n<\/p><\/div>\n<\/section>\n<section id=\"complete-onboarding\">\n<h2>\u2705 Complete Onboarding<\/h2>\n<div class=\"text-content\">\n<h5><strong>Define Onboarding Status:<\/strong><\/h5>\n<\/p><\/div>\n<div class=\"select-field-content form-field-content\">\n<div class=\"form-group\"> <label> Onboarding Status <\/label> <select disabled class=\"form-control\"><option value=\"An option will be selected here\">An option will be selected here<\/option><\/select>\n  <\/div>\n<\/p><\/div>\n<div class=\"text-content\">\n<p><strong>Optional:<\/strong> Add any relevant notes regarding customer readiness - how confident you are in them being successful with the platform, how confident they feel, how motivated they are.<\/p>\n<\/p><\/div>\n<div class=\"textarea-field-content form-field-content\">\n<div class=\"form-group\"> <label> Onboarding Status Notes <\/label> <textarea placeholder=\"Something will be typed here...\" rows=\"3\" disabled class=\"form-control\"><\/textarea>\n  <\/div>\n<\/p><\/div>\n<div class=\"text-content\">\n<p class=\"style-success\"><strong><a href=\"https:\/\/emojipedia.org\/information\/\" rel=\"nofollow noopener\" target=\"_blank\">\u2139\ufe0f<\/a> Need support getting your processes set up? Click the help button \u2198\ufe0f or <a href=\"http:\/\/calendly.com\/process-street-cs\/process-street-process-pro\" rel=\"nofollow noopener\" target=\"_blank\">book a time to talk<\/a> with one of our Process Pros.<\/strong><\/p>\n<\/p><\/div>\n<\/section>\n","protected":false},"excerpt":{"rendered":"<p>WELCOME ABOARD! Welcome to our onboarding! We are very excited to see you here! Please, fill out all the information below: BUSINESS NAME YOUR NAME YOUR NAME (Copy) BUSINESS SIZE An option will be selected here BUSINESS ADDRESS TODAY'S DATE Date will be set here \u26a1\ufe0fBUSINESS INFORMATION \u26a1&nbsp;Alright, {{form.YOUR_NAME}}. Thank you for that. We need [&hellip;]<\/p>\n","protected":false},"author":3,"featured_media":28085,"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":"6","template_description":"Hello dear partner!\n\nWe are so happy that you are here with us today!\nIn this onboarding, let's ask:\n\n1. Your data\n2. Understand your goals better to be registered\n3. Set up meetings\n4. Get to know you better\n\n:)\n\nFerner Media Agency","template_id":"i7gkbcGC4jK7BrIQseRIWw","task_0":"WELCOME ABOARD!","task_slug_0":"welcome-aboard","task_1":"\u26a1\ufe0fBUSINESS INFORMATION","task_slug_1":"business-information","task_2":"Onboarding Call","task_slug_2":"onboarding-call","task_3":"Meeting Notes","task_slug_3":"meeting-notes","task_4":"\u2709\ufe0f Send Follow Up Email","task_slug_4":"send-follow-up-email","task_5":"\u2705 Complete Onboarding","task_slug_5":"complete-onboarding","task_6":"","task_slug_6":"","task_7":"","task_slug_7":"","task_8":"","task_slug_8":"","task_9":"","task_slug_9":"","task_10":"","task_slug_10":"","task_11":"","task_slug_11":"","task_12":"","task_slug_12":"","task_13":"","task_slug_13":"","task_14":"","task_slug_14":"","task_15":"","task_slug_15":"","task_16":"","task_slug_16":"","task_17":"","task_slug_17":"","task_18":"","task_slug_18":"","task_19":"","task_slug_19":"","task_20":"","task_slug_20":"","task_21":"","task_slug_21":"","task_22":"","task_slug_22":"","task_23":"","task_slug_23":"","task_24":"","task_slug_24":"","task_25":"","task_slug_25":"","task_26":"","task_slug_26":"","task_27":"","task_slug_27":"","task_28":"","task_slug_28":"","task_29":"","task_slug_29":"","task_30":"","task_slug_30":"","task_31":"","task_slug_31":"","task_32":"","task_slug_32":"","task_33":"","task_slug_33":"","task_34":"","task_slug_34":"","task_35":"","task_slug_35":"","task_36":"","task_slug_36":"","task_37":"","task_slug_37":"","task_38":"","task_slug_38":"","task_39":"","task_slug_39":"","task_40":"","task_slug_40":"","task_41":"","task_slug_41":"","task_42":"","task_slug_42":"","task_43":"","task_slug_43":"","task_44":"","task_slug_44":"","task_45":"","task_slug_45":"","task_46":"","task_slug_46":"","task_47":"","task_slug_47":"","task_48":"","task_slug_48":"","task_49":"","task_slug_49":"","task_50":"","task_slug_50":"","task_51":"","task_slug_51":"","task_52":"","task_slug_52":"","task_53":"","task_slug_53":"","task_54":"","task_slug_54":"","task_55":"","task_slug_55":"","task_56":"","task_slug_56":"","task_57":"","task_slug_57":"","task_58":"","task_slug_58":"","task_59":"","task_slug_59":"","task_60":"","task_slug_60":"","task_61":"","task_slug_61":"","task_62":"","task_slug_62":"","task_63":"","task_slug_63":"","task_64":"","task_slug_64":"","task_65":"","task_slug_65":"","task_66":"","task_slug_66":"","task_67":"","task_slug_67":"","task_68":"","task_slug_68":"","task_69":"","task_slug_69":"","task_70":"","task_slug_70":"","task_71":"","task_slug_71":"","task_72":"","task_slug_72":"","task_73":"","task_slug_73":"","task_74":"","task_slug_74":"","task_75":"","task_slug_75":"","task_76":"","task_slug_76":"","task_77":"","task_slug_77":"","task_78":"","task_slug_78":"","task_79":"","task_slug_79":"","task_80":"","task_slug_80":"","task_81":"","task_slug_81":"","task_82":"","task_slug_82":"","task_83":"","task_slug_83":"","task_84":"","task_slug_84":"","task_85":"","task_slug_85":"","task_86":"","task_slug_86":"","task_87":"","task_slug_87":"","task_88":"","task_slug_88":"","task_89":"","task_slug_89":"","task_90":"","task_slug_90":"","task_91":"","task_slug_91":"","task_92":"","task_slug_92":"","task_93":"","task_slug_93":"","task_94":"","task_slug_94":"","task_95":"","task_slug_95":"","task_96":"","task_slug_96":"","task_97":"","task_slug_97":"","task_98":"","task_slug_98":"","task_99":"","task_slug_99":"","footnotes":""},"categories":[196,7],"tags":[],"class_list":["post-28084","post","type-post","status-publish","format-standard","has-post-thumbnail","hentry","category-customer-management","category-miscellaneous"],"acf":[],"aioseo_notices":[],"_links":{"self":[{"href":"https:\/\/www.process.st\/templates\/wp-json\/wp\/v2\/posts\/28084","targetHints":{"allow":["GET"]}}],"collection":[{"href":"https:\/\/www.process.st\/templates\/wp-json\/wp\/v2\/posts"}],"about":[{"href":"https:\/\/www.process.st\/templates\/wp-json\/wp\/v2\/types\/post"}],"author":[{"embeddable":true,"href":"https:\/\/www.process.st\/templates\/wp-json\/wp\/v2\/users\/3"}],"replies":[{"embeddable":true,"href":"https:\/\/www.process.st\/templates\/wp-json\/wp\/v2\/comments?post=28084"}],"version-history":[{"count":0,"href":"https:\/\/www.process.st\/templates\/wp-json\/wp\/v2\/posts\/28084\/revisions"}],"wp:featuredmedia":[{"embeddable":true,"href":"https:\/\/www.process.st\/templates\/wp-json\/wp\/v2\/media\/28085"}],"wp:attachment":[{"href":"https:\/\/www.process.st\/templates\/wp-json\/wp\/v2\/media?parent=28084"}],"wp:term":[{"taxonomy":"category","embeddable":true,"href":"https:\/\/www.process.st\/templates\/wp-json\/wp\/v2\/categories?post=28084"},{"taxonomy":"post_tag","embeddable":true,"href":"https:\/\/www.process.st\/templates\/wp-json\/wp\/v2\/tags?post=28084"}],"curies":[{"name":"wp","href":"https:\/\/api.w.org\/{rel}","templated":true}]}}