New Clients

This ticket will remain an internal reference only and should not be re-assigned under the client’s organization.

Step 1 HootVid Only | Sales Team

Dynamic Video Ad Training (HootVid)
Client Receives Demo & Account is Created. Demo is defined as general overview and not a formal training.
Trial Period (typically one month) OR Billable Client. @Brenton Rose It would be nice to have a calendar like backend where we could select “billable” or “trial” and then select a date.
Once Trial Date Ends or Billable is Checked, @Brenton Rose alert is sent to assigned Sales Rep (and Director of Sales if possible) to coordinate official training in HootVid/Backend/Jira through Justin’s Team or Sales Team (whatever we decide).

Enter Training Request from Portal: https://hootinteractive.atlassian.net/servicedesk/customer/portal/1
Raise the request on your behalf
Summary: Training Request | {Client Name}
Agency Name: {Client Name}
Select Product Requirements:SearchDisplayVideo
Leave the “Share with Agency as “Auto Agency Demo”

Assign Ticket to Responsible CSR
CSR will ensure the Agency is created inside Jira Customer Portal under “Organizations.”
Communicate with Salesperson using Teams inside the ticket to coordinate time and training details.
Create Sub task for the following
- Sales to Schedule Call
- Multiple Product Training Assignments (If multiple products support will be needed from other team members)
- Team will need to coordinate Multiple Sessions. Recommend using the internal calendar for tracking purposes.

Close Training Required SubTask
Create SubTask for Sales Person called {ClientName} Training Call Follow-up
Include:
- The Post Call Collateral Outlined in the Training Call Documents
- Any Additional Details Needed post call conversation
- Ensure This follow up email includes the recorded video

This should be done for each product training session

Send Email to Client and Include:

Close SubTask

Resolve Ticket