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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 Fish SPs: introduce a direct customer when we can

  • are ending soon

Regular activities:

  • Quarterly Newsletter (major product updates, new videos, case studies)

  • Quarterly customer review (share a list of big clients they brought, show our appreciation for their business, and offer help via custom see if we can be of help via dedicated onboarding, on-demand knowledge-sharing sessions, migrations, etc)