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changes.mady.by.user Shanley Compton (Unlicensed)

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changes.mady.by.user Sean Woods

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We need to add links to

  1. T&Cs / Contracts

  2. LOIs

  3. Credit Applications

1.Pre-Sales: Guides & SOP’s

  1. SEKO eCommerce Onboarding WorkFlow & SOP

  2. Rate Tools

  3. Marketing & Product Materials

  4. Ideal Customer Profiles

2. Onboarding: Required & Completed Documentation

  1. Contracts(MSA,LOI’s,T&C’s)

  2. US Credit Applications

  3. Known Shipper Status Check

  4. Payment & ACH Instructions

  5. Client Onboarding Form

  6. Mutual NDA(MNDA)

  7. Copy of Rate Card & Signed MSA

3. “Go-Live”: Once client has signed, we need to supply

  1. On-boarding form

  2. On boarding process

  3. Integration requirements

  4. Billing details

  5. Link to retailer support centre CX Links

  6. Omni Help Desk

  7. Integration Requirements

  8. Link to Retailer Support Center

  9. Intended “Go-Live” Date

4. HyperCare: Post “Go-Live”