Aug 16, 2024
1846
This Accelerate Initial Client Requirements and Requests Email template has been developed to streamline the customer experience throughout the Accelerate launch process.
Purpose & Key Information System Requirements, support materials, and client actions are provided in a clear and consistent manner for customer ease of use.
- Whitelisting
- User Guides & course details
- Logos, Senior Leader Message
- Customer launch communication
- Roster template & example
- Practice leaderboard, Reinforce content delivery method & Today page Widgets
How to Use
- Open the Accelerate Initial Client Requirements and Requests Email template and copy/paste into Outlook
- Obtain the customer's tenant URL from the Senior Admin and update it in the Whitelisting section
- Adjust the lead-in text or table as needed based on where your customers are in the kick-off or launch process. Perhaps you only need to provide the logo and whitelisting requirements, for example.
The following documents are linked in the Accelerate Initial Client Requirements and Requests Email:
- Accelerate Users Guide
- Manager Guide to Using Accelerate
- Accelerate Experience Overviews. Please delete what you don’t need from the list in the Requirements and Requests Email.
- Accelerate Launch Communication Templates (includes Bundled and Scheduled).
- Senior Leader Message. Please delete what you don’t need from the list in the Requirements and Requests Email.
- Accelerate Learning Roster Template
Best practice is to review the information with the customer (include the Senior Admin as needed) and send the communication as follow up.