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idea: create a short overview video on using this Smart Toolkit

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We’ve created this toolkit to help you sell Smart Tools. Here, you can find email templates, ready-made banners, logos, product descriptions, resources, and other useful materials designed to assist sales teams in effectively engaging with potential customers and closing deals.

Onboarding Plan

First month:

  • Knowledge-sharing session

  • Internal usage license

  • Sales Toolkit access

1-3 months:

  • Social media announcement

  • Logos exchange

Ongoing touchpoints:

  • Blog posts exchange

  • Knowledge-sharing session (for a client or for new products)

  • Consultancy session for clients on Automating Business processes

  • Extra discounts (in exchange for a demo to a client, for a multiple-year subscription, for an increased user tier)

  • Share info about licenses that will end soon (30/60/90 days) (automate)

  • For big SPs:

    • Introduce a lead to them

    • On-demand knowledge-sharing session for a wider team/client

    • Add them to Slack

Regular activities:

  • Newsletter (major product update, new video, case study)

  • For big SPs:

    • Quarterly business review meetings (? – TBD)

    • Share a list of big purchases from them, thank them, and offer cust dev for clients)