1. Onboarding and Training
Implementation Check Point
Kickoff Call
Basic Training I
Basic Training II
Advanced Training
We’ve found that the customers who have the most success with [Product Name] come along on an onboarding journey with us. It doesn’t take too long, and you’ll find that the time you spend now will save you time later. Onboarding and Training is a 5-step process. We’ll use this document to keep track of your team’s progress.

2. Date Scheduled/Complet
Activity
Description
Date Scheduled/Complet
Kickoff Call
(30 minutes)
In this call, you’ll officially meet your Customer Success Manager and get the information you need to start benefitting from [the product].
Basic Training - Part I
Online and On Demand, in our Training Center
(~2 hours)
You’ll get the log in information for this on-demand training in your Kickoff call. Here you’ll learn the basics of using [the product]. You’ll want to complete the training before your Live Training.
Basic Training – Part II
Live, with your CSM via Screenshare
(1.5 hours)
Once you’ve completed the on-demand training, you’re ready to jump into use-case specific training. We’ll build on what you learned in Part I and go through your individual workflows.
Implementation Check Point
Now that you’re up and running, we want to take some time to make sure you’re getting what you want out of [Product] and fill in any gaps. We’ll schedule additional training sessions if they are needed.
Advanced Training
(2 hours)
After your implementation check point, you can continue on to Advanced Training. Your CSM will provide you with log in information.