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:

1. # of synced locations
2. # of unverified locations
3. # of requires review locations
4. Google connection %
5. FB connection % (if applicable)
6. % Profile completeness
7. Onboarding rate (module adoption) - what products have not been implemented
8. 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).