• Internal process development

• Onboarding process development & refining

• Account Based Management approach

• Leverage AI to streamline workflows

• Hire and train team members as national client base grows

• Evolved process as new features and services introduced

• Internal ticketing system (via Zendesk) to schedule onboarding meetings

• Collaborated cross-functionally to develop the agenda and content for the onboarding meeting

• Developed onboarding presentation deck to guide the discussion

• Co-branded web pages for each client, moving clients away from reliance on print (digital transformation)

• Post-meeting welcome pack featuring essential resources

• Establish meeting cadence for continued partnership

Analyze client needs to develop service offering that provides real value.

• Regularly updated co-branded web pages as digital catalog

• Co-branded mini-flyers and posters drive students to web page

• Digital posters for campus AV screens

• Digital marketing assets to boost awareness

• Automated email nurtures for student engagement

• Establish messaging to for key software platform capabilities and benefits

• Provide training on the SaaS platform

• Webinars on new programs and marketing basics

• Monthly newsletter to communicate key messages and updates

Phase 1: Develop client resources portal to scale service offering.

• Share announcements and news

• Deliver new content and resources

• Provide extensive asset library with social media images, student quotes, infographics, and links to relevant videos and webinars

• Create “marketing packs” with pre-built campaigns available for download

Phase 2: Replicable webinar series and how-to videos on getting the most out of SaaS product.