KIGO ONBOARDING JOURNEY - CORE APPLICATION · 2020-05-26 · Client Responsibility • Has begun...
Transcript of KIGO ONBOARDING JOURNEY - CORE APPLICATION · 2020-05-26 · Client Responsibility • Has begun...
Implementation Consultant Introduces Kigo ClientSuccess Manager does o�cial intro presentation
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BETWEEN CALLS
Client Responsibility• Complete assigned tasks by Kigo IC • Attend Kigo University trainings assigned by IC
GETTING STARTED MEETING• Review onboarding process and timelines• Assign responsibilities• Align on expectations
Client Responsibility • Send main points of contact to Kigo IC• Discuss selected channel partners and payment gateway
Kigo Implementation Consultant• Establish objectives and timelines• Review data migration process• Set up basic Kigo solution with default settings• Create objectives for Onboarding Call #1 and define action items prior to next call
BETWEEN CALLS
Client Responsibility• Complete assigned tasks by Kigo IC • Prepare list of questions from previous steps • Attend Kigo University trainings assigned by IC
ONBOARDING CALL #2• Implementation QA Data quality score | Test payment gateway sync• Training Session #2: 1. Document templates & triggers 2. Commissions 3. ReportsReview Channel Partner connection process
Kigo Implementation Consultant • Create objectives and define action items prior to next call• Activate Kigo Operation Management (KOM) account (Plan 3+)
ACCOUNT ACTIVATION REVIEW• Ensure all inquiries and bookings are flowing in from selected channel partners• Validation of KOM implementation• Push website live• Discuss pathway to healthy status
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BETWEEN CALLS
Client Responsibility• Prepare material for Channel partner integrations• Set up KOM (i/a)• Set up website (i/a)
ONBOARDINGCOMPLETE!
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CONNECTIONS (ALL PLANS) &KOM (PLAN 3+) • Channel partners integrations • KOM training & adoption (Plan 3+, i/a)• Website implementation (i/a)
Kigo Implementation Consultant • Create objectives and define action items prior to next call
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IMPLEMENT VALUE ADDED
SERVICES (VAS)
KIGO ONBOARDING JOURNEY- CORE APPLICATION
*Only available to specific clients
PATHWAY TO HEALTHY STATUS• Review any open onboarding related support cases prior to hand off• Transition partnership and review communication pathways to Kigo Care and/or Account Manager * • Support team available 24/5
ONBOARDING CALL #1• Data review Data migration success | App Setup | Properties & rates• Training session: 1. Booking Engine 2. Solution 3. Users 4. Booking Management
Client Responsibility• Has begun process to connect to Payment Gateway
Kigo Implementation Consultant • Confirm data migration success • Overview of set up options within the app • Properties and rates overview• Create objectives for Onboarding Call #2 and define action items prior to next call
ONBOARDING BEGINS• Receive and review welcome email• Attend a scheduled Getting Started Meeting with Kigo implementation consultant (IC)
BETWEEN CALLS Client Responsibility • Complete assigned tasks by Kigo IC• Attend Kigo University trainings assigned by IC