ActiveDEMAND Onboarding

Our onboarding process is a comprehensive and customized training plan that is personalized to meet your needs. You are assigned a dedicated Client Success Representative who will guide your training and work closely with you to accelerate your success and value realization with ActiveDEMAND. Below is an overview of the training sessions your team goes through with your ActiveDEMAND Client Success team during the initial 4-6 weeks of your onboarding period.

Basic Onboarding (End User)

$2,000
  • Dedicated Client Success Representative for Onboarding
  • External Kickoff Call with Client
  • Customized Onboarding Plan
  • Success Measurement Plan
  • Online Learning Academy
  • ActiveDEMAND Engagement Center
  • Live Post-onboarding Support Call
  • Support Tickets
  • Onboarding Introductory Call
  • Onboarding Call 1
  • Onboarding Call 2
  • Onboarding Call 3
  • Onboarding Call 4
  • “Help you set up an Onboarding Process – ‘Train the Trainer’ for new users”

Advanced Onboarding (Agency)

$2,000
  • Dedicated Client Success Representative for Onboarding
  • External Kickoff Call with Client
  • Customized Onboarding Plan
  • Success Measurement Plan
  • Online Learning Academy
  • ActiveDEMAND Engagement Center
  • Live Post-onboarding Support CallsChat
  • Support Tickets
  • Onboarding Introductory Call
  • Onboarding Call 1
  • Onboarding Call 2
  • Onboarding Call 3
  • Onboarding Call 4
  • Onboarding Call 5
  • Onboarding Call 6
  • “Help you set up an Onboarding Process – ‘Train the Trainer’ for new users”
  • “Advanced CRM Integration and Mapping up to 20 Fields”
  • “Help you set up an Onboarding Process – for your new clients”

Enterprise Onboarding (Corporate)

$6,000
  • Dedicated Client Success Representative for Onboarding
  • External Kickoff Call with Client
  • Customized Onboarding Plan
  • Success Measurement Plan
  • Online Learning Academy
  • ActiveDEMAND Engagement Center
  • Post-onboarding Support CallsLive Chat
  • Support Tickets
  • Onboarding Introductory Call
  • Onboarding Call 1
  • Onboarding Call 2
  • Onboarding Call 3
  • Onboarding Call 4
  • Onboarding Call 5
  • Onboarding Call 6
  • Onboarding Call 7
  • Onboarding Call 8
  • “Help you set up an Onboarding Process – ‘Train the Trainer’ for new users”
  • “Advanced CRM Integration and Mapping up to 20 Fields”
  • “Campaign Consultation (up to 2 campaigns) – Pre-build – Post-build”

All prices are in USD

 

Base Onboarding
(B2X End User)

Advanced Onboarding
(Agency)

Enterprise Onboarding
(Corporate)

Onboarding Features

Details

$2,000 $2,000 $6,000
Dedicated Client Success
Representative for Onboarding
Your Client Success Specialist will guide your training and work closely with you to accelerate your success and value realization with ActiveDEMAND.
Customized Onboarding Plan Your Client Success Specialist work with you to develop an onboarding plan that fits best for your organization
Success Measurement Plan A set of measurable goals based on your Onboarding plan.
Online Learning Academy Self-directed Learning Management System to verify and expand your onboarding training
ActiveDEMAND Engagement Center A wealth of FAQ and specialized use case scenarios.
Live Chat Get answers to quick questions or how-to clarification from our Client Success Team
Post-onboarding Support Calls Get answers to questions on the platform or your process from our Client Success Team
Support Tickets Get answers to questions you can’t find answers to via other channels.
Onboarding Introductory Call Discovery call to confirm account details to build the Onboarding plan.
Onboarding Call 1 Session based on your personalized onboarding plan
Onboarding Call 2 Session based on your personalized onboarding plan
Onboarding Call 3 Session based on your personalized onboarding plan
Onboarding Call 4 Session based on your personalized onboarding plan
Onboarding Call 5 Session based on your personalized onboarding plan
Onboarding Call 6 Session based on your personalized onboarding plan
Onboarding Call 7 Session based on your personalized onboarding plan
Onboarding Call 8 Session based on your personalized onboarding plan
Help you set up an Onboarding
Process – ‘Train the Trainer’ for new users
Documentation and recorded material to help in training in-house users.
Help you set up an Onboarding Process
– for your new clients
Creating customized on-boarding template plan for sub-accounts NA
Advanced CRM Integration and Mapping
up to 20 Fields
Advanced CRM field mapping and specialized integration needs.
Campaign Consultation (up to
2 campaigns)
– Pre-build
– Post-build
Included in Enterprise tier. Available as a paid services for others tiers

Pricing in USD