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During your Partner Implementation into the Botkeeper Platform, you’ll work with your own dedicated Botkeeper Growth Partner to build a roadmap to accomplish both your immediate and long-term goals. The Botkeeper expert will act as a project manager to hold your team accountable as you go from implementation to entity deployment, and then, into ongoing services. Below is the Partner Implementation timeline to help you understand what is to come.
To set you up for success, we’ll start your journey on understanding the fundamentals of Botkeeper with a focus on our Partner Platform. We'll guide you on how to get the most value out of the combination of our powerful Client and Partner tools built right into your new Platform. Along with thoroughly covering the client deployment process and close with the next steps.
Next, we'll get you and your firm up to speed on how to use the Client and Partner Portals and walk through key functionality in the Botkeeper Platform during our one-hour training. We'll walk you through the major tools and features and show you the best way to utilize them. You'll have the opportunity to ask questions along the way to make sure you feel ready to use these tools yourself and to support your clients.
During these Success Calls, we will prepare you for ongoing services by providing an added level of review of deployment requirements on a regular cadence. We will review the status of scoped entities, discuss any outstanding tasks, answer questions, and ensure Botkeeper is keeping you on track to fulfill desired timeline and firm goals.
We are with you for every stage of your onboarding journey and during this phase of your deployment, we'll work with you to make sure you and your clients make a fully successful transition! Botkeeper has streamlined our service offering and we want to make sure you always are optimizing them for your firm's success!
We will ensure you have the additional support you need to get your firm and clients onto the Botkeeper platform. Your Success Team will complete the assessment once all required information has been submitted and either post additional tasks for final items that need to be taken care of, or notify the Partner in the Partner Portal Discussion tool that the client has been accepted into ongoing services.
During this step, we estimate that a Partner will spend under a half-hour* per client reviewing the work performed by Botkeeper each month! With Botkeeper multiple layer support model, in addition to ongoing support from your Growth Partner, you'll also receive support from both the BotOps (Botkeeper Operations) team via the Partner Platform and the Success Team.
*Reflects estimated time to review Botkeeper Basic Services.
Conferences can offer you a little bit of everything. From socializing with fellow industry...