Introduction
Throughout the sales process Zero Friction gains insights in the motivation, business justification and the desired business outcome. These corner stones are the foundation of the onboarding flow. They depict the important topics which will be emphasized from start till finish.
Goal of the phase
The outcome of the Strategy phase is to have an agreement between both the customer and Zero Friction. This is concluded in a signed quotation document.
During this stage, the scope is finalized and agreed upon by both parties, including all of the assumptions. The expectations are defined and established together with any agreements on timing.
having a defined scope
clear information on expectations and timing
stating the importance of structured and high quality data
...
Workshops
Workshop | What you can expect |
Sales handover | Internal Zero Friction meeting where the sales team informs the onboarding team of the project scope. |
Responsibilities
Sales
Setup meeting with Onboarding manager for handover.
Introduce onboarding team to the customer's contact person.
Deliverables
Handover document: Sales to onboarding handover.docx