1.7 - Next Steps (Basic Success)

Next Steps

Are you ready to get started? The sooner the four next steps are initiated, the quicker we can kick start your implementation project!

Implementation Overview Video Call

Your Onboarding Customer Success Manager (OCSM) is looking forward to answering your questions in the Implementation Overview Video Call which should be scheduled already.

Employee List

Prepare an employee list. You will need it later to upload your users into the platform.  Normally we propose to include the following information (items in italics are optional):

• Personnel number
• First name
• Last name
• Function
• Department / Location
• Business email / phone
• Other information you would like to have in Beekeeper

Train yourself on the Product

Complete the sections “2 - Product Overview” and “3 - Global Admin Training”. This will enable you to understand the full potential of Beekeeper so you can begin to develop your new frontline success platform. 

Schedule Product Q&A Video Call

After you have completed sections 2 and 3, you will have the chance to ask your questions to the Onboarding Customer Success Manager (OCSM). To get the most out of this call, we suggest you write down your questions beforehand.

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