CX Introduction:
Once your subscription to HolonIQ is finalized, expect a welcome email from your Customer Success Manager (CSM), who will manage your provisioning and onboarding to the platform.
Provisioning:
Your CSM will contact you to confirm that your account is being provisioned. You can expect an email from ‘Notifications at HolonIQ’. If you can’t locate it, please check your spam or junk folder. If it hasn’t arrived, reach out to your CSM and they will resend it.
Onboarding #1:
Your CSM will also ask for your upcoming availability to schedule the first of your two onboarding sessions.
Once a time is confirmed, your CSM will invite you—and any nominated colleagues—to a 45-minute Teams or Zoom meeting where they will:
Provide an overview of the platform
Ensure you have access to everything included in your subscription
Show you where to find information related to your subscription
Guide you through general navigation of the HolonIQ platform
Your Regional Account Manager/Director may also join these sessions to address any subscription-related questions.
After your first session, your CSM will send helpful articles to familiarize yourself with the platform and coordinate scheduling your second session. The team is happy to move at whatever pace suits you—so feel free to spend some time exploring the platform at your leisure.
Onboarding #2:
Your second onboarding session will be more flexible and tailored to your needs, focusing on questions that may have arisen during your initial exploration and covering any additional datasets in your subscription not addressed in the first session.
After this session, your CSM will again send through help articles based on what was discussed.