Welcome to Whiplash!
We have outlined the Onboarding Process and the general timeline. Below each heading, you will find what we expect to happen at each stage of the onboarding process and some helpful documents to ensure that this transition runs as smoothly as possible. We look forward to working with you and your team!
Prior to Kickoff
Sales team responsibilities
- Company account creation
- Customer Profile Creation
- Billing Profile Creation.
- User Account Creation
- Conditional Items Signed Approval
- Monday.com board creation
- Intro to Onboarding Manager
- Schedule Kickoff Meeting
Kickoff Meeting
Onboarding team responsibilities
- Integration Setup
-
Shipping Methods/
- Mapping
- Carrier Accounts
- Shop Preferences
- Returns and Exchanges
- Packing / Routing Rules
- Templates and Files
- Items and Inventory
- Schedule Training Meeting
Training Meeting
On call review
- Orders
- Inventory
- Search Filters
- Ship Notices
- Returns
- Rules Setting
- Notifications
- Files
- Misc. (Integrations, shops, etc.)
- Q & A / Next Steps
First Two Weeks
Customer Responsibilities with Onboarding team guidance
- Import Items
- Create Ship Notice
- Import Orders
- Review Rulesets and Preferences
- Inventory Receipt
- Test Order
Go Live
Onboarding team / Operations team
- Answer Questions / Additional Training
- Verify Billing info & Release Payment Hold
- Intro to Customer Success & Operations
- Final Account Review
- Shipping Begins
First 3 Months
- Account Check-in
- Short and Long-Term Processes
- Mutual Feedback and Best Practices
- Schedule QBR with CS Team