Onboarding

Chat Service Knowledge Base

Collect Payment (CLICK IT)

Onboarding Procedure (CLICK IT)

Ideal Conversational procedure (Feel free to veer from this outline if the customer wants to take it in another direction):

1. Respond to initial message or address them contextually without any other agenda.
2. Casually ask them for their name and contact info (you should gather their full name, phone, and email) before proceeding.
3. Continue conversation by engaging with the customer in matter of fact conversation and subtly seeking to identify their pain points until identifying at least 2.
4. Ensure the customer is aware of how the LaunchPad can serve them.
5. Offer the customer to book a call with one of our engineers to learn more about how it works and what all it can do.

Potential pain-point questions to touch on during conversation to build the gap:

• How much do they know about marketing, ad spend tracking, and automation?
• How do they plan on growing their company?
• What marketing channel is retuning the greatest ROI currently?
• Do they know who their best customers are and what they have in common?
• What’s their return on adspend?
• Are they re-educating their Facebook pixel (if they’re using Facebook ads) with Conversion API data to help the algorithm identify their target market?
• Do you have automated lead follow up so you never have to miss a lead?