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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:

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• 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:

• Quarterly Newsletter (major product updateupdates, new video, case study)For big SPs:

• Quarterly

  business

  customer review

  meetings (? – TBD)Share

  (share a list of big

  purchases from them, thank them, and offer cust dev for clients

  clients they brought, show our appreciation for their business, and offer help via custom onboarding, on-demand knowledge-sharing sessions)