offers scenarios to solve your problems based on the audi

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Algorithm of interaction with success manager
Website audit : the manager studies how you collect leads, how you warm up and return leads to the funnel, how sales occur.
For example, success manager:

tests lead forms on the website and blog;
checks how quickly managers call on requests;
analyzes how sales are structured.
Based on the audit, the manager identifies weak points in the funnel where you are losing leads.

Online meeting with a success manager , where he:
clarifies your tasks - when connecting, you voiced the tasks that you want to solve with the help of the service, whether they are all relevant or whether something has changed;
t;
shows how to set up the scenarios you need in the service.
At the first meeting, the success manager shows the configuration of only those mechanics that you need in the near future → you will be able to launch these scenarios immediately after the meeting.

Training on how to work with the service. Over the next month and a half, there will be a series of onboarding meetings that will help you master the service. You will call the manager once a week or two, depending on your needs. Once onboarding is complete, you will set up some of the scenarios you need yourself.
If your company has several teams working in the service, then the manager trains each team separately. For example, marketing and support teams are trained separately because they have different tasks.

If someone from the team couldn't attend, the manager sends list of germany cell phone number them a recording of the meeting. If the employee still has questions, either your department manager helps the employee figure it out, or the success manager schedules a separate meeting for this employee.

Scenario Launch Plan. Based on the onboarding results, the success manager creates a plan of scenarios that should be launched over a certain period to achieve your goals. The manager collects scenario examples on a board in Miro, so all tasks and solutions are as clear and understandable as possible.
The manager regularly checks in on how you are doing and if you need help. Or you can contact him yourself if you encounter a problem.

If a new employee joins your company , the success manager will conduct onboarding for them. The duration of onboarding depends on the employee's role. For example, training an operator to work in a service will take one to two weeks. Training a new marketer can take a month, because you need to introduce them to what has already been launched, what results it has brought, and what scenarios are planned.

If new functions and capabilities have appeared in the Carrot quest service , the success manager will teach you how to use these updates in your scenarios.