{"id":31047,"date":"2023-08-28T04:12:16","date_gmt":"2023-08-28T04:12:16","guid":{"rendered":"https:\/\/www.process.st\/templates\/msp-account-manager-onboarding\/"},"modified":"2024-03-05T13:49:23","modified_gmt":"2024-03-05T13:49:23","slug":"msp-account-manager-onboarding","status":"publish","type":"post","link":"https:\/\/www.process.st\/templates\/msp-account-manager-onboarding\/","title":{"rendered":"MSP Account Manager Onboarding"},"content":{"rendered":"\n<section id=\"welcome-and-introduce-the-new-account-manager-to-the-team\"> \n <h2>Welcome and introduce the new account manager to the team<\/h2>\n <div class=\"text-content\">\n   This task involves welcoming and introducing the new account manager to the team. It is important to create a positive and inclusive atmosphere for the new member. The impact of this task is to establish relationships and foster a sense of belonging. The desired result is for the new account manager to feel comfortable and connected with the team. What are some ways to make the new member feel welcome? Name some team-building activities that can be organized. How can you ensure that the new account manager receives proper support from the team? \n <\/div> \n <div class=\"text-field-content form-field-content\"> \n  <div class=\"form-group\"> <label> New Account Manager Name <\/label> \n   <input type=\"text\" placeholder=\"Something will be typed here...\" disabled class=\"form-control\"> \n  <\/div> \n <\/div> \n <div class=\"date-field-content form-field-content\"> \n  <div class=\"form-group\"> <label> Start Date <\/label> \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  <\/div> \n <\/div> \n <div class=\"members-field-content form-field-content\"> \n  <div class=\"form-group\"> <label> Introducing Team Members <\/label> <select disabled class=\"form-control\"> <option value=\"A member or group will be selected here\">A member or group will be selected here<\/option> <\/select> \n  <\/div> \n <\/div> \n<\/section> \n<section id=\"provide-a-company-overview\"> \n <h2>Provide a company overview<\/h2>\n <div class=\"text-content\">\n   This task involves providing the new account manager with a comprehensive overview of the company. The purpose is to familiarize them with the company's history, values, mission, and goals. The impact of this task is to ensure that the account manager understands the company's background and can align their work with its objectives. The desired result is for the new account manager to have a strong foundation of knowledge about the company. What are some key points that should be covered in the company overview? How can you make this information engaging and memorable for the new account manager? What resources or materials can be used to deliver this overview effectively? \n <\/div> \n <div class=\"textarea-field-content form-field-content\"> \n  <div class=\"form-group\"> <label> Key Points <\/label> <textarea placeholder=\"Something will be typed here...\" rows=\"3\" disabled class=\"form-control\"><\/textarea> \n  <\/div> \n <\/div> \n <div class=\"file-field-content form-field-content\"> \n  <div class=\"form-group\"> <label> Company Presentation <\/label> \n   <div class=\"file-container\"> <button type=\"button\" disabled class=\"btn btn-default\"> <i class=\"fa fa-upload btn-icon\"><\/i> File will be uploaded here <\/button> \n   <\/div> \n  <\/div> \n <\/div> \n<\/section> \n<section id=\"explain-the-role-and-its-responsibilities\"> \n <h2>Explain the role and its responsibilities<\/h2>\n <div class=\"text-content\">\n   This task involves explaining the role of the account manager and outlining their responsibilities. The purpose is to provide clarity on what is expected from the new account manager and how their role fits into the overall organization. The impact of this task is to ensure that the account manager understands their job requirements and can perform effectively. The desired result is for the new account manager to have a clear understanding of their role and responsibilities. What are the main responsibilities of an account manager? How can you communicate the expectations clearly? Are there any specific tools or software that the account manager needs to be familiar with? \n <\/div> \n <div class=\"textarea-field-content form-field-content\"> \n  <div class=\"form-group\"> <label> Role Responsibilities <\/label> <textarea placeholder=\"Something will be typed here...\" rows=\"3\" disabled class=\"form-control\"><\/textarea> \n  <\/div> \n <\/div> \n <div class=\"select-field-content form-field-content\"> \n  <div class=\"form-group\"> <label> Required Software Knowledge <\/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  <ul class=\"items\"> \n   <li class=\"item\"> \n    <div class=\"step-number-container\"> \n     <div class=\"step-number\">\n       1 \n     <\/div> \n    <\/div> \n    <div class=\"step-checkbox-container\"> \n     <div class=\"step-checkbox\"><\/div> \n    <\/div> \n    <div class=\"item-name-static\">\n      CRM \n    <\/div> <\/li>\n   <li class=\"item\"> \n    <div class=\"step-number-container\"> \n     <div class=\"step-number\">\n       2 \n     <\/div> \n    <\/div> \n    <div class=\"step-checkbox-container\"> \n     <div class=\"step-checkbox\"><\/div> \n    <\/div> \n    <div class=\"item-name-static\">\n      Project Management Tool \n    <\/div> <\/li>\n   <li class=\"item\"> \n    <div class=\"step-number-container\"> \n     <div class=\"step-number\">\n       3 \n     <\/div> \n    <\/div> \n    <div class=\"step-checkbox-container\"> \n     <div class=\"step-checkbox\"><\/div> \n    <\/div> \n    <div class=\"item-name-static\">\n      Analytics Tool \n    <\/div> <\/li> \n  <\/ul> \n <\/div> \n<\/section> \n<section id=\"assign-a-mentor-or-buddy-for-the-first-few-weeks\"> \n <h2>Assign a mentor or buddy for the first few weeks<\/h2>\n <div class=\"text-content\">\n   This task involves assigning a mentor or buddy for the new account manager for the first few weeks. The purpose is to provide support and guidance to the new member during their initial phase. The impact of this task is to facilitate the integration and learning process for the new account manager. The desired result is for the new account manager to have a go-to person for any questions or assistance. Who would be the best mentor for the new account manager? What qualities and skills should the mentor possess? How frequently should the mentor and new account manager meet? \n <\/div> \n <div class=\"members-field-content form-field-content\"> \n  <div class=\"form-group\"> <label> Mentor\/Buddy Name <\/label> <select disabled class=\"form-control\"> <option value=\"A member or group will be selected here\">A member or group will be selected here<\/option> <\/select> \n  <\/div> \n <\/div> \n<\/section> \n<section id=\"provide-necessary-access-to-relevant-systems-and-software\"> \n <h2>Provide necessary access to relevant systems and software<\/h2>\n <div class=\"text-content\">\n   This task involves providing the new account manager with the necessary access to relevant systems and software. The purpose is to ensure that the account manager can perform their job effectively without any technical barriers. The impact of this task is to enable the account manager to use the required tools and systems seamlessly. The desired result is for the new account manager to have full access to the systems and software they need for their role. What are the specific systems and software that the account manager needs access to? Are there any permissions or restrictions that need to be set? How can you ensure that the account manager understands how to use these tools effectively? \n <\/div> \n <div class=\"textarea-field-content form-field-content\"> \n  <div class=\"form-group\"> <label> Required Systems and Software <\/label> <textarea placeholder=\"Something will be typed here...\" rows=\"3\" disabled class=\"form-control\"><\/textarea> \n  <\/div> \n <\/div> \n <div class=\"members-field-content form-field-content\"> \n  <div class=\"form-group\"> <label> IT Contact Person <\/label> <select disabled class=\"form-control\"> <option value=\"A member or group will be selected here\">A member or group will be selected here<\/option> <\/select> \n  <\/div> \n <\/div> \n<\/section> \n<section id=\"introduce-to-key-people-across-organisation\"> \n <h2>Introduce to key people across organisation<\/h2>\n <div class=\"text-content\">\n   This task involves introducing the new account manager to key people across the organization. The purpose is to help the account manager establish connections and build relationships with important stakeholders. The impact of this task is to foster collaboration and facilitate communication within the organization. The desired result is for the new account manager to have a network of people they can reach out to for support or collaboration. Who are the key people that the account manager should be introduced to? How can you facilitate these introductions effectively? Are there any specific guidelines or etiquette to follow? \n <\/div> \n <div class=\"text-field-content form-field-content\"> \n  <div class=\"form-group\"> <label> Key People to be Introduced <\/label> \n   <input type=\"text\" placeholder=\"Something will be typed here...\" disabled class=\"form-control\"> \n  <\/div> \n <\/div> \n<\/section> \n<section id=\"provide-training-on-company-products-and-services\"> \n <h2>Provide training on company products and services<\/h2>\n <div class=\"text-content\">\n   This task involves providing training to the new account manager on the company's products and services. The purpose is to equip the account manager with the necessary knowledge to effectively promote and sell the company's offerings. The impact of this task is to ensure that the account manager can confidently speak about the products and services to clients. The desired result is for the new account manager to have a good understanding of the company's offerings. What are the main products and services provided by the company? How can you make the training engaging and interactive? Are there any specific resources or materials that can be utilized? \n <\/div> \n <div class=\"textarea-field-content form-field-content\"> \n  <div class=\"form-group\"> <label> Products and Services Overview <\/label> <textarea placeholder=\"Something will be typed here...\" rows=\"3\" disabled class=\"form-control\"><\/textarea> \n  <\/div> \n <\/div> \n <div class=\"file-field-content form-field-content\"> \n  <div class=\"form-group\"> <label> Training Materials <\/label> \n   <div class=\"file-container\"> <button type=\"button\" disabled class=\"btn btn-default\"> <i class=\"fa fa-upload btn-icon\"><\/i> File will be uploaded here <\/button> \n   <\/div> \n  <\/div> \n <\/div> \n<\/section> \n<section id=\"facilitate-a-meeting-with-their-team\"> \n <h2>Facilitate a meeting with their team<\/h2>\n <div class=\"text-content\">\n   This task involves facilitating a meeting with the new account manager and their team. The purpose is to foster communication, collaboration, and alignment within the team. The impact of this task is to ensure that the account manager feels welcomed by their team and can establish working relationships. The desired result is for the new account manager to have a platform to introduce themselves, ask questions, and understand the team dynamics. How can you structure the meeting agenda to encourage participation and engagement? Are there any team-building activities that can be included? How can you ensure that the meeting is productive and informative? \n <\/div> \n <div class=\"date-field-content form-field-content\"> \n  <div class=\"form-group\"> <label> Meeting Date <\/label> \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  <\/div> \n <\/div> \n <div class=\"text-field-content form-field-content\"> \n  <div class=\"form-group\"> <label> Meeting Agenda <\/label> \n   <input type=\"text\" placeholder=\"Something will be typed here...\" disabled class=\"form-control\"> \n  <\/div> \n <\/div> \n<\/section> \n<section id=\"distribute-needed-office-supplies-and-equipment\"> \n <h2>Distribute needed office supplies and equipment<\/h2>\n <div class=\"text-content\">\n   This task involves distributing the needed office supplies and equipment to the new account manager. The purpose is to ensure that the account manager has all the necessary tools and resources to perform their job effectively. The impact of this task is to provide a conducive work environment for the new account manager. The desired result is for the new account manager to receive their office supplies and equipment promptly. What are the specific office supplies and equipment that the account manager needs? How can you ensure that the distribution process is efficient and organized? Are there any guidelines or instructions for using the equipment? \n <\/div> \n <div class=\"textarea-field-content form-field-content\"> \n  <div class=\"form-group\"> <label> Required Office Supplies and Equipment <\/label> <textarea placeholder=\"Something will be typed here...\" rows=\"3\" disabled class=\"form-control\"><\/textarea> \n  <\/div> \n <\/div> \n<\/section> \n<section id=\"approval-needed-resources\"> \n <h2>Approval: Needed Resources<\/h2>\n <div class=\"approval-content\"> \n  <div class=\"header\"> \n   <div class=\"list-title\">\n    Will be submitted for approval:\n   <\/div> \n  <\/div> \n  <div class=\"approval-rule-subject-tasks-list\"> \n   <ul class=\"list\"> \n    <li> \n     <div class=\"approval-rule-subject-tasks-list-item\"> \n      <div class=\"item\"> \n       <div class=\"container\"> <span class=\"title\">Distribute needed office supplies and equipment<\/span> \n        <div class=\"body\">\n         Will be submitted\n        <\/div> \n       <\/div> \n      <\/div> \n     <\/div> <\/li> \n   <\/ul> \n  <\/div> \n <\/div> \n<\/section> \n<section id=\"provide-client-portfolio-briefing\"> \n <h2>Provide client portfolio briefing<\/h2>\n <div class=\"text-content\">\n   This task involves providing the new account manager with a client portfolio briefing. The purpose is to familiarize the account manager with the existing client base and their specific requirements. The impact of this task is to ensure that the account manager can manage client relationships effectively. The desired result is for the new account manager to understand the client portfolio and their expectations. What information should be included in the client portfolio briefing? How can you make the briefing engaging and informative? Are there any specific tools or resources that can be used to deliver the briefing? \n <\/div> \n <div class=\"textarea-field-content form-field-content\"> \n  <div class=\"form-group\"> <label> Client List <\/label> <textarea placeholder=\"Something will be typed here...\" rows=\"3\" disabled class=\"form-control\"><\/textarea> \n  <\/div> \n <\/div> \n<\/section> \n<section id=\"discuss-target-goals-and-objectives\"> \n <h2>Discuss target goals and objectives<\/h2>\n <div class=\"text-content\">\n   This task involves discussing the target goals and objectives with the new account manager. The purpose is to align the account manager's individual goals with the overall company objectives. The impact of this task is to ensure that the account manager has a clear understanding of what they need to achieve. The desired result is for the new account manager to be motivated and focused on their goals. What are the specific target goals and objectives that the account manager should work towards? How can you measure the progress and success of these goals? Are there any resources or tools that can support the account manager in achieving their goals? \n <\/div> \n <div class=\"text-field-content form-field-content\"> \n  <div class=\"form-group\"> <label> Target Goals and Objectives <\/label> \n   <input type=\"text\" placeholder=\"Something will be typed here...\" disabled class=\"form-control\"> \n  <\/div> \n <\/div> \n<\/section> \n<section id=\"arrange-first-client-meeting\"> \n <h2>Arrange first client meeting<\/h2>\n <div class=\"text-content\">\n   This task involves arranging the first client meeting for the new account manager. The purpose is to give the account manager an opportunity to meet their clients and establish relationships. The impact of this task is to initiate the account manager's client interactions and build trust. The desired result is for the new account manager to have a successful first client meeting. Who will be the client for the first meeting? What are the objectives of this meeting? How can you ensure that the new account manager is well-prepared for the meeting? \n <\/div> \n <div class=\"text-field-content form-field-content\"> \n  <div class=\"form-group\"> <label> Client Name <\/label> \n   <input type=\"text\" placeholder=\"Something will be typed here...\" disabled class=\"form-control\"> \n  <\/div> \n <\/div> \n <div class=\"date-field-content form-field-content\"> \n  <div class=\"form-group\"> <label> Meeting Date <\/label> \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  <\/div> \n <\/div> \n <div class=\"text-field-content form-field-content\"> \n  <div class=\"form-group\"> <label> Meeting Objectives <\/label> \n   <input type=\"text\" placeholder=\"Something will be typed here...\" disabled class=\"form-control\"> \n  <\/div> \n <\/div> \n<\/section> \n<section id=\"approval-goals-and-objectives\"> \n <h2>Approval: Goals and Objectives<\/h2>\n <div class=\"approval-content\"> \n  <div class=\"header\"> \n   <div class=\"list-title\">\n    Will be submitted for approval:\n   <\/div> \n  <\/div> \n  <div class=\"approval-rule-subject-tasks-list\"> \n   <ul class=\"list\"> \n    <li> \n     <div class=\"approval-rule-subject-tasks-list-item\"> \n      <div class=\"item\"> \n       <div class=\"container\"> <span class=\"title\">Discuss target goals and objectives<\/span> \n        <div class=\"body\">\n         Will be submitted\n        <\/div> \n       <\/div> \n      <\/div> \n     <\/div> <\/li> \n   <\/ul> \n  <\/div> \n <\/div> \n<\/section> \n<section id=\"provide-training-on-report-generation-and-documentation\"> \n <h2>Provide training on report generation and documentation<\/h2>\n <div class=\"text-content\">\n   This task involves providing training to the new account manager on report generation and documentation. The purpose is to ensure that the account manager can accurately and effectively document their interactions and progress with clients. The impact of this task is to maintain organized records and facilitate analysis. The desired result is for the new account manager to have the necessary skills to generate reports and document their work. What are the key components of a well-documented report? How can you make the training practical and hands-on? Are there any specific tools or templates that can be used for report generation and documentation? \n <\/div> \n <div class=\"textarea-field-content form-field-content\"> \n  <div class=\"form-group\"> <label> Training Content <\/label> <textarea placeholder=\"Something will be typed here...\" rows=\"3\" disabled class=\"form-control\"><\/textarea> \n  <\/div> \n <\/div> \n <div class=\"file-field-content form-field-content\"> \n  <div class=\"form-group\"> <label> Training Materials <\/label> \n   <div class=\"file-container\"> <button type=\"button\" disabled class=\"btn btn-default\"> <i class=\"fa fa-upload btn-icon\"><\/i> File will be uploaded here <\/button> \n   <\/div> \n  <\/div> \n <\/div> \n<\/section> \n<section id=\"schedule-a-feedback-and-followup-session-after-first-week\"> \n <h2>Schedule a feedback and follow-up session after first week<\/h2>\n <div class=\"text-content\">\n   This task involves scheduling a feedback and follow-up session with the new account manager after their first week. The purpose is to assess their progress, address any challenges, and provide guidance or support if needed. The impact of this task is to ensure that the account manager feels supported and can make any necessary adjustments early on. The desired result is for the new account manager to receive feedback and guidance for their continuous improvement. When will be the best time to schedule this session? What are some key discussion points to cover during the session? How can you make the session constructive and effective? \n <\/div> \n <div class=\"date-field-content form-field-content\"> \n  <div class=\"form-group\"> <label> Feedback and Follow-up Date <\/label> \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  <\/div> \n <\/div> \n <div class=\"textarea-field-content form-field-content\"> \n  <div class=\"form-group\"> <label> Discussion Points <\/label> <textarea placeholder=\"Something will be typed here...\" rows=\"3\" disabled class=\"form-control\"><\/textarea> \n  <\/div> \n <\/div> \n <div class=\"members-field-content form-field-content\"> \n  <div class=\"form-group\"> <label> Participants <\/label> <select disabled class=\"form-control\"> <option value=\"A member or group will be selected here\">A member or group will be selected here<\/option> <\/select> \n  <\/div> \n <\/div> \n<\/section> \n<section id=\"regular-checkins-for-progress-and-challenges\"> \n <h2>Regular check-ins for progress and challenges<\/h2>\n <div class=\"text-content\">\n   This task involves conducting regular check-ins with the new account manager to track their progress and address any challenges they may be facing. The purpose is to provide ongoing support and ensure that the account manager is on track to meet their goals. The impact of this task is to maintain a proactive approach to addressing challenges and fostering growth. The desired result is for the new account manager to feel supported and motivated. How frequently should the check-ins be conducted? What are some key questions to ask during the check-ins? How can you provide constructive feedback and guidance during these check-ins? \n <\/div> \n <div class=\"select-field-content form-field-content\"> \n  <div class=\"form-group\"> <label> Check-in Frequency <\/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  <ul class=\"items\"> \n   <li class=\"item\"> \n    <div class=\"step-number-container\"> \n     <div class=\"step-number\">\n       1 \n     <\/div> \n    <\/div> \n    <div class=\"step-checkbox-container\"> \n     <div class=\"step-checkbox\"><\/div> \n    <\/div> \n    <div class=\"item-name-static\">\n      Weekly \n    <\/div> <\/li>\n   <li class=\"item\"> \n    <div class=\"step-number-container\"> \n     <div class=\"step-number\">\n       2 \n     <\/div> \n    <\/div> \n    <div class=\"step-checkbox-container\"> \n     <div class=\"step-checkbox\"><\/div> \n    <\/div> \n    <div class=\"item-name-static\">\n      Bi-weekly \n    <\/div> <\/li>\n   <li class=\"item\"> \n    <div class=\"step-number-container\"> \n     <div class=\"step-number\">\n       3 \n     <\/div> \n    <\/div> \n    <div class=\"step-checkbox-container\"> \n     <div class=\"step-checkbox\"><\/div> \n    <\/div> \n    <div class=\"item-name-static\">\n      Monthly \n    <\/div> <\/li> \n  <\/ul> \n <\/div> \n <div class=\"textarea-field-content form-field-content\"> \n  <div class=\"form-group\"> <label> Check-in Questions <\/label> <textarea placeholder=\"Something will be typed here...\" rows=\"3\" disabled class=\"form-control\"><\/textarea> \n  <\/div> \n <\/div> \n <div class=\"members-field-content form-field-content\"> \n  <div class=\"form-group\"> <label> Check-in Participants <\/label> <select disabled class=\"form-control\"> <option value=\"A member or group will be selected here\">A member or group will be selected here<\/option> <\/select> \n  <\/div> \n <\/div> \n<\/section> \n<section id=\"provide-advanced-product-training\"> \n <h2>Provide advanced product training<\/h2>\n <div class=\"text-content\">\n   This task involves providing advanced product training to the new account manager. The purpose is to deepen their understanding of the company's offerings and enhance their ability to serve clients effectively. The impact of this task is to build expertise and confidence in the account manager. The desired result is for the new account manager to have an advanced knowledge of the products and services. What specific topics should be covered in the advanced training? Are there any case studies or real-life examples that can be used to illustrate the product features? How can you make the training interactive and engaging? \n <\/div> \n <div class=\"textarea-field-content form-field-content\"> \n  <div class=\"form-group\"> <label> Advanced Training Topics <\/label> <textarea placeholder=\"Something will be typed here...\" rows=\"3\" disabled class=\"form-control\"><\/textarea> \n  <\/div> \n <\/div> \n <div class=\"file-field-content form-field-content\"> \n  <div class=\"form-group\"> <label> Training Materials <\/label> \n   <div class=\"file-container\"> <button type=\"button\" disabled class=\"btn btn-default\"> <i class=\"fa fa-upload btn-icon\"><\/i> File will be uploaded here <\/button> \n   <\/div> \n  <\/div> \n <\/div> \n<\/section> \n<section id=\"approval-advanced-product-knowledge\"> \n <h2>Approval: Advanced Product Knowledge<\/h2>\n <div class=\"approval-content\"> \n  <div class=\"header\"> \n   <div class=\"list-title\">\n    Will be submitted for approval:\n   <\/div> \n  <\/div> \n  <div class=\"approval-rule-subject-tasks-list\"> \n   <ul class=\"list\"> \n    <li> \n     <div class=\"approval-rule-subject-tasks-list-item\"> \n      <div class=\"item\"> \n       <div class=\"container\"> <span class=\"title\">Provide training on company products and services<\/span> \n        <div class=\"body\">\n         Will be submitted\n        <\/div> \n       <\/div> \n      <\/div> \n     <\/div> <\/li> \n   <\/ul> \n  <\/div> \n <\/div> \n<\/section> \n<section id=\"discuss-strategies-for-client-retention\"> \n <h2>Discuss strategies for client retention<\/h2>\n <div class=\"text-content\">\n   This task involves discussing strategies for client retention with the new account manager. The purpose is to prioritize client satisfaction and loyalty. The impact of this task is to maximize client retention and minimize churn. The desired result is for the new account manager to have a clear understanding of how to effectively retain clients. What are some strategies that can be implemented to ensure client satisfaction and loyalty? How can you measure and track client retention? Are there any specific resources or tools that can support client retention efforts? \n <\/div> \n <div class=\"textarea-field-content form-field-content\"> \n  <div class=\"form-group\"> <label> Retention Strategies <\/label> <textarea placeholder=\"Something will be typed here...\" rows=\"3\" disabled class=\"form-control\"><\/textarea> \n  <\/div> \n <\/div> \n <div class=\"select-field-content form-field-content\"> \n  <div class=\"form-group\"> <label> Retention Tracking Method <\/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  <ul class=\"items\"> \n   <li class=\"item\"> \n    <div class=\"step-number-container\"> \n     <div class=\"step-number\">\n       1 \n     <\/div> \n    <\/div> \n    <div class=\"step-checkbox-container\"> \n     <div class=\"step-checkbox\"><\/div> \n    <\/div> \n    <div class=\"item-name-static\">\n      Net Promoter Score \n    <\/div> <\/li>\n   <li class=\"item\"> \n    <div class=\"step-number-container\"> \n     <div class=\"step-number\">\n       2 \n     <\/div> \n    <\/div> \n    <div class=\"step-checkbox-container\"> \n     <div class=\"step-checkbox\"><\/div> \n    <\/div> \n    <div class=\"item-name-static\">\n      Customer Churn Rate \n    <\/div> <\/li>\n   <li class=\"item\"> \n    <div class=\"step-number-container\"> \n     <div class=\"step-number\">\n       3 \n     <\/div> \n    <\/div> \n    <div class=\"step-checkbox-container\"> \n     <div class=\"step-checkbox\"><\/div> \n    <\/div> \n    <div class=\"item-name-static\">\n      Client Surveys \n    <\/div> <\/li> \n  <\/ul> \n <\/div> \n<\/section>\n","protected":false},"excerpt":{"rendered":"<p>Welcome and introduce the new account manager to the team This task involves welcoming and introducing the new account manager to the team. 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