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
- Company account creation
- Customer Profile Creation
- Billing Profile Creation
- User Account Creation
- Conditional Items Signed Approval
- Intro to Onboarding Manger
- Schedule Kickoff Meeting
Kickoff Meeting
- Integration Setup
- Shipping Methods/
- Shop Preferences
- Returns and Exchanges
- Packing / Routing Rules
- Templates and Files
- Items and Inventory
- Schedule Training Meeting
Training Meeting
- Orders
- Inventory
- Ship Notices
- Returns
- Rules Setting
- Q & A / Next Steps
First Two Weeks
- Import Items
- Create Ship Notice
- Import Orders
- Review Rulesets and Preferences
- Inventory Receipt
- Test Order
Go Live
- 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
Glossary of Terms
Best Practices
Account Preferences
Rules
Inventory
Returns
Integrations
Notifications
Files
Templates
Billing History
Release Notes
Feature Requests
Domestic
International
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