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).

Step 2 Formal Training Request | Sales Team

• 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”

Step 3 Ticket Management | Support Team

• 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)

  • Team will need to coordinate Multiple Sessions. Recommend using the internal calendar for tracking purposes.

Step 4 Conduct Call | Support Team

• Each Training session should use the respective outline

• Using The Training Outlines Provided:

  • Display Display Training

  • Search Search Training

  • Video Video Training

• Ensure Training is Recorded

Step 5 Post Training Follow-up Tasks | Support Team

• 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

Step 6 Post Call Email | Sales

This should be done for each product training session

Send Email to Client and Include:

• All required participants or requested additional attendees

• Post Call Collateral

• Video Recording

• Any Pertinent Call Notes

Close SubTask

Step 7 Close Ticket | Support Team

Resolve Ticket