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Onboarding Checklist

The checklist below is designed for you to go through it with your CSM during the initial account onboarding.

Pre-onboarding:
Team has been introduced to their assigned Customer Success Manager via phone or email
All users have logins/access who need it and have logged in before onboarding 


Onboarding:
Intro
Goals and expectations have been identified 

Product Training
Review Dashboard and Basic Menu Navigation
Target Market has been identified
How to complete a search for identified target market 
Person vs Firm
View a person profile
View a Firm profile 
How Adv/Web Search works
Bulk Search functionality 
Review how Saved Search works
Review “Following” Advisors function 
Complete first Export & review how to avoid duplicates
Review List Matching 


If you have any questions please reach out to us at support@planprofessional.com