Customer Onboarding Plan
Michael Scott from Dunder Mifflin has signed up for a 14-day free trial of our Business plan. He mentioned at the time of sign-up that he wanted to evaluate Fable for its sales use case. Your task is to create an onboarding plan for Michael Scott (which can serve as a template for all future prospects who are looking at sales use cases). Things that we'd like to see:
- A welcome email that is geared towards sparking a conversation
- A 14-day timeline of various communication touch points and what each of the touch points is trying to achieve
- List of resources and documents that you would provide them during the course of 14 days (don't be limited by what is publicly available for Fable, feel free to make it as comprehensive as possible)
- A short training video where you showcase how to use Fable (you can create a simple demo of a tool that you are familiar with using Fable)
Handling Customer Inquiries
You have received the following customer inquiries over email/chat/others (as mentioned before the query). Your task is to create effective responses to help the customer resolve their issue and continue using Fable. We strongly urge you to consider various response formats (text, video recording, interactive demos using Fable itself, etc.) while responding to these queries and pick the best suited for each situation. Some resources you can tap into are the website, help center, YouTube channel, etc.
- Jim (over email): Hello, I have signed up for the trial of the Business plan. I want to know more about on-screen HTML editing. How does it work? What can I use it for?
- Dwight (over chat): I want to change the logo and the text that is shown when the demo is loading. Can I do that? I really don't want my customers to see Fable's logo while my demo is loading.
- Pam (over chat): I have created my first demo but each annotation has buttons that currently say 'Next'. I want to change that text to 'Continue'. How do I do that? Please help!
- Kelly (over social media): I keep seeing posts about interactive demos everywhere! Can someone explain to me the biggest difference between Storylane and Fable?
Escalation Handling