User Engagement

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User Engagement by Mind Map: User Engagement

1. Buyers

1.1. 1. Acquisition

1.1.1. Strategy

1.1.2. Sources

1.1.3. Process

1.1.4. Requirements

1.1.5. Owners

1.2. 2. Application + Registration

1.2.1. a. Buyer Application

1.2.1.1. a. Initiation

1.2.1.1.1. Email invitation

1.2.1.1.2. Walk-Up entry

1.2.2. b. Internal Application Review

1.2.2.1. Vetting process

1.2.2.1.1. User, Tax ID, and credit card validation

1.2.2.1.2. Ready to buy approval

1.2.2.1.3. User setup

1.2.3. c. Trust & Safety check

1.2.4. d. Approval

1.2.4.1. Ready to buy criteria

1.2.4.2. Go Live

1.2.5. c. Denial

1.2.5.1. Support

1.3. 3. Buyer / Company Account Setup

1.3.1. Buyer Setup Process

1.3.1.1. Buyer receives approval notice from TS

1.3.1.2. Buyer logs-in and buys OR

1.3.1.3. Buyer set up of company and additional business users

1.3.1.3.1. Add people

1.3.1.3.2. Add groups

1.3.1.3.3. Add roles

1.3.1.3.4. Add workflows

1.3.1.3.5. Add filters?

1.3.1.3.6. Add shared payment methods ans shipping addresses

1.3.1.3.7. Add Tax Exemption

1.3.1.4. Setup Punchout

1.3.1.5. Setup Dashboard or shared reports

1.3.2. Requirements

1.3.3. Owners

1.3.4. Technical Onboarding

1.3.5. User Onboarding

1.4. 4. GO BUY LOTS OF STUFF

2. Sellers

2.1. Supplier Acquisition Strategy

2.1.1. Experienced eCommerce Sellers

2.1.1.1. Data Driven

2.1.1.1.1. Advanced Integration Capabilities

2.1.1.1.2. Tighter integration with Suppliers to fuel most up to date content

2.1.1.1.3. Robust Product Catalog

2.1.1.2. Networked in their Industry

2.1.1.2.1. Ability to refer other top suppliers

2.1.1.2.2. Generates WOM interest

2.1.1.2.3. Builds industry adoption

2.1.1.2.4. Topic of discussion at conferences & events

2.1.1.3. Early Adopter

2.1.1.3.1. Risk Tolerant

2.1.1.3.2. Sounding Board

2.1.1.4. Retail Principled (a CPV)

2.1.1.4.1. Value / Pricing

2.1.1.4.2. Assortment

2.1.1.4.3. Inventory / Availability

2.1.1.5. Highly Qualified

2.1.1.5.1. Top tier certifications in their industry

2.1.1.5.2. Ability to make best use of 'reputation apps'

2.1.1.5.3. Qualified by Enterprise clients

2.1.1.5.4. Fuel more robust profiles

2.1.1.6. Developed Customer Acquisition Strategy

2.1.1.7. Robust Marketers

2.1.1.7.1. Co-Marketing: Typically looking for Press and Co-Marketing opportunities

2.1.1.7.2. Visionary: Supports broader sales and marketing goals

2.1.1.8. Supportive of Complex Buying Customers

2.1.1.8.1. RFP

2.1.1.8.2. Contract Terms & Negotiation

2.1.1.8.3. High touch sales support

2.1.1.9. Fuels Competition

2.1.1.9.1. Encourages Fast Followers

2.1.1.10. Risks

2.1.1.10.1. Larger organizations

2.1.1.10.2. Legal Team Scrutiny

2.1.1.10.3. Content

2.1.1.10.4. Low appetitie for competition

2.1.2. SMB & Services

2.1.2.1. Can't keep up with technology

2.1.2.2. Little Network Effect

2.1.2.3. Less invested in product improvements

2.1.2.4. Low data integrity

2.1.2.5. More legal liabilities and risks

2.2. 1. Acquisition

2.2.1. a. Awareness

2.2.1.1. Acquisition / Conversion Strategy

2.2.1.1.1. Qualified Lead Generation

2.2.1.1.2. CLEAR Call to Action

2.2.1.2. Selling

2.2.1.2.1. Seller Pitch

2.2.1.2.2. Public Destinations

2.2.1.2.3. Pitch Deck for Supplier Calls

2.2.1.2.4. Re-Occuring Webinars

2.2.1.3. Risks

2.2.1.3.1. Low Conversion

2.2.1.3.2. Challenging to keep up with documentation

2.2.2. b. Consideration

2.2.2.1. Consideration Collateral

2.2.2.1.1. Tip Sheets

2.2.2.1.2. Integration Checklist

2.2.2.1.3. Pitch Collateral

2.2.2.1.4. Whitepaper / Case Study

2.2.2.1.5. Press Releases

2.2.3. c. Decision

2.2.3.1. Contract acknowledgemeent

2.2.4. d. Retention

2.2.4.1. Referral Program

2.2.4.2. Subscriptions

2.3. 2. Application

2.3.1. a. Seller Application

2.3.1.1. Process

2.3.1.1.1. Create online application experience

2.3.1.1.2. Establish backend processing tools or offline processes for review

2.3.1.1.3. Define review process

2.3.1.2. Requirements

2.3.1.2.1. Landing Page

2.3.1.2.2. Data ingestion tools

2.3.2. b. Internal application review

2.3.2.1. Evaluation process

2.3.2.2. Success criteria

2.3.2.3. Decision Makers

2.3.3. c. Trust & Safety check

2.3.3.1. Screening Process

2.3.3.1.1. Tradeshift Marketplace standards validation

2.3.3.1.2. KYC Screening

2.3.3.2. Success criteria

2.3.3.3. Owners / Decision Makers

2.3.4. d. Approval

2.3.4.1. Process

2.3.4.1.1. Final approver review

2.3.4.1.2. Send invitation email

2.3.4.2. Success criteria

2.3.4.3. Owner / Decision Maker

2.3.5. e. Denial

2.3.5.1. Process

2.3.5.1.1. Send denial notice

2.3.5.1.2. Define support route for responses

2.4. 3. Onboarding

2.4.1. Initiate + Enable

2.4.1.1. TS Setup Process

2.4.1.1.1. TS sends 'ready to onboard' notice

2.4.1.1.2. TS sends invite for Integration / Onboarding discussion

2.4.1.1.3. TS provides support until go-live while AM's follow up on pushing process forward

2.4.1.2. Seller Setup Process

2.4.1.2.1. Account Settings

2.4.1.2.2. Shipping Settings

2.4.1.2.3. Tax Settings

2.4.1.2.4. Data Feed Settings

2.4.1.2.5. Membership Settings

2.4.1.2.6. Catalog upload of 100 test items and inventory

2.4.1.2.7. Order Testing

2.4.1.2.8. Seller signals Ready to Go Live

2.4.1.2.9. Tradeshift final review

2.4.1.3. Requirements

2.4.1.3.1. Technical support

2.4.1.3.2. Documentation

2.4.1.3.3. Pipeline Management

2.4.2. Owners

2.5. 4. Launch / Go Live

2.5.1. a. Pre-Launch Evaluation

2.5.1.1. Success Criteria

2.5.2. b. Go-Live / Account Activation

2.5.3. c. Handoff to category management