Accio Onboarding Roadmap
Assignment Phase
- Account Manager
- Project Manager
- Onboarding lead
- Support resource
- Set weekly meeting times
Discovery Phase
- Understand clients
- Understand fulfillment
- Understand quality assurance
- Begin platform configuration
Set Up First Client
- Compliance
- Products/pricing/vendors
- Ordering requirements
- Billing/invoicing
- Reporting
- “Go-Live” with first client
Build Out Client Base
- Group clients
- Set timelines
- Remove obstacles
Completion
- Account Manager
- Accio support team