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New client sales handoff

It's important to engage and prepare clients early on in onboariding. However, don’t dive too deep into the inner workings of the software. You can do this in later calls.

Create a Kickoff Agenda

First impressions are everything! You’re preparing for your kickoff call with your new client. This call will set the tone for your relationship. To prepare, you craft them a message to them setting expectations.

Solving Implementation Roadblocks

Ultimately you are responsible for getting this account launched, trained, and excited to dive into their new software product. Be deliberate with your communication, persistent with your follow throughs, and creative with your tactics.

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