The account executive will schedule an onboarding call to discuss course setup, product training, integration, etc.

Here are the topics that should be covered on the call:

• Introduction to your support team
• In-Depth Walkthrough of SI Cloud Lab Management Platform
• Accessing your course
• Customizing your course
• LTI Integration Set-Up (Optional)
• Kit Ordering Process
• Open Questions

This email is to be sent by AE after onboarding call that reiterates all topics covered.

• Course Set-up Email (Login Credentials, AE/AM Contact)
• Student Resources Email
• Onboarding call recording
• Kit ordering instructions
• Contact info
  • AE Contact Info: Brief description of when to contact AE, what common issues, etc
  • AM Contact Info: Same as above
  • Sales Support: Same as above

• Email/phone communication to confirm enrollment, answer any questions prior to start, add any adjunct instructors, verify LMS integration was successful, etc.
• Update CRM with content access details.

• AM begins communication using Tasks.
• Student ordering and access support through account manager and customer support
• Updates on student orders to encourage students to get all course materials ASAP.

• Conducted by the AM.
• "How is the course going so far? How is the product/platform/content performing for you thus far?"
• Confirm if the course is running again. If so, when?
• Address any concerns.
• Update on any new updates/product launches for expansion at institution.

• AM conducts a post semester survey.
• Document feedback in opportunity/class start.

1. CRM Opportunity Review for completion by AE
   1. Course number
   2. First 3 class starts
   3. Decision Maker
   4. Notes
   5. Main point of contact
   6. Order method
   7. Content access method
2. Upcoming account transfers added to monthly team meeting
3. Tasks added for 1^st semester checkpoints (AM or management)
4. Account fields in CRM reviewed for completion by AE