1. Touch point 8
1.1. Clio follows up on a regular basis
1.1.1. Yearly? Quarterly? School Term-Ly
1.1.2. Why?
1.1.2.1. Clio follows up on churn risk
1.1.2.2. High value customer
1.1.2.3. Strategic growth customer
1.1.2.4. Ensure alignment delivery against original goal / need
1.1.3. How
1.1.3.1. Marketing touch points
1.1.3.1.1. Fairs
1.1.3.1.2. Webinars
1.1.3.1.3. Facebook groups
1.1.3.2. Sales Touch points
1.1.3.3. Impl touch points
1.1.4. What?
1.1.4.1. Summary of usage
1.1.4.2. Catch-up
2. Touch point 7
2.1. Impl delivers onboarding plan
2.2. Why?
2.2.1. x % of teachers attend
3. Touch point 6 - Customer accepts sales quote.
3.1. Easy to be a customer
3.1.1. Financial information
3.1.1.1. Billing info is correct
3.2. Easy to give acceptance of offer
3.2.1. In most cases order confirmation is acceptable
3.3. Agreement on onboarding plan
3.3.1. Stakeholder mapping
3.3.1.1. Decision maker path
3.3.1.2. User path
3.3.2. School is active in implementation process
3.3.2.1. School leader is involved
3.3.2.2. How using Clio is aligned to defined goals
3.3.2.2.1. Teacher goal
3.3.2.2.2. School leader goal
3.3.2.3. People will attend the training
4. Touch point 2
4.1. Not following users
4.1.1. Students
4.1.2. Parents
4.2. Want only
4.2.1. Teachers
4.2.2. School leaders
4.2.3. Första lärare
4.2.4. IKT
4.3. What are they interested in
4.3.1. Subject matter
4.4. How much do they know about Clio (Scoring)
4.4.1. Website visists
4.4.2. Existing user
4.4.2.1. Active
4.4.2.2. Not-Active
4.5. Continuous communication from Marketing
4.5.1. Ask for the meeting early
5. Customer touch point 3 - The teacher has filled out a web-form (requested a trial)
5.1. Marketing touchpoint
5.1.1. Action
5.1.1.1. Filled in webform
5.1.1.1.1. Trial
5.1.1.1.2. Pricing request
5.1.1.2. Called Clio
5.1.1.2.1. Support
5.1.1.2.2. Reception
5.1.1.2.3. Sales line
5.1.2. How much do they know about Clio (Scoring)
5.1.2.1. Website visists
5.1.2.2. Existing user
5.1.2.2.1. Active
5.1.2.2.2. Not-Active
5.1.2.3. Existing customer account
5.1.2.4. Interests
5.2. Sales touchpoint
5.2.1. BANT qualification
5.2.1.1. Budget
5.2.1.2. Authority
5.2.1.3. Conduct needs analysis (why?)
5.2.1.3.1. Purpose of trial
5.2.1.3.2. Teacher needs
5.2.1.3.3. School leader needs
5.2.1.4. Timeframe
5.2.1.4.1. Free trial = 30 days
5.2.1.4.2. What is the customer's decision timeframe?
6. Customer touch point 4 - The customer gains access to a trial (trial activated)
6.1. Marketing touchpoint
6.2. Sales touchpoint
6.2.1. Set out the plan to succeed with the trial
6.2.1.1. Add students to account
6.2.1.1.1. Share school with students
6.2.1.2. Schedule Intro presentation / webinar
6.2.1.2.1. Best case use
6.2.1.3. Invite interest from more teacher in the school
6.2.1.4. Continuous dialogue
6.2.1.4.1. Sales
6.2.1.4.2. Marketing automation
6.3. Product touch point
7. Customer touch point 5: Customer accepts product
7.1. Involve the school leader / IKT if relevant
7.2. What happens next once the offer is sent?
7.2.1. When do you need the offer?
7.2.2. Why do you need it by then (i.e. what is the next step which leads you to need it then)?
7.2.3. When can we sit down and go through the offer together.
7.3. Send quote / offert
7.3.1. Shareable
7.3.2. Communicative
7.3.2.1. Value
7.3.2.1.1. Clio as a company
7.3.2.2. Details
7.3.2.2.1. Products
7.3.2.2.2. Pricing
7.3.2.2.3. Legal details