To finalise an implementation, you will need to send an email to the Account Team (CSM, AM, TAS) confirming that the implementation is complete, providing a post-implementation report and mentioning any challenges and next steps.
Here is a template:
Hi CSM, AM and TAS,
This is to confirm that [Account Name] has completed implementation.
Post-implementation report:
- # of synced locations
- # of unverified locations
- # of requires review locations
- Google connection %
- FB connection % (if applicable)
- % Profile completeness
- Onboarding rate (module adoption) - what products have not been implemented
- SSO
Challenges:
.....
.....
..…
Next Steps for CS / TAS:
.....
.....
..…
Regards,
[IC Name]
If there is no CSM assigned, you can send the handover email to the following addresses:
- EMEA: yoursuccessteam@uberall.com
- NA: uberallsuccessteam@uberall.com
If there is no AM assigned, you only need to send it to the CSM and TAS (if applicable).