On-Boarding SOP

STANDARD OPERATION PROCEDURE (SOP)

*9AM-10AM:

1. Login to Disha (CRM) to check task repots and setting priorities for the tickets throughout the day.
2. Planning roadmap for the day on how things are to be done and when according to priority basis.

*10AM-11AM:

*GYM SOFTWARE PURCHASE FORMs.

*SALON SOFTWARE PURCHASE FORMs.

*PET GROOMING SOFTWARE PURCHASE FORMs.

*CAR SPA SOFTWARE PURCHASE FORMs.

1. Checking for new filled forms for the above softwares.
2. Checking if there new filled SALES COMMITMENT FORMs.
   Case A: If the form is not filled, then ping to Sales Team for the same.
   Case B: If the form is filled, then I will open the ticket (tasks).
3. Checking start and end date in Contract.

NOTE: Prior to opening a ticket:-
i. Client must be registered through given Google form.
ii. Contract must be created stating the details and renewal policies of the software.
Only after completing the above formalities, the ticket/task will open.

*11AM-12PM:

1. Punching new softwares purchased “Customers” in Client On-Boarding sheet.
2. Login to the new softwares that are created previous day to make sure:
   All pages are working.
   ii. Whatsapp is working.
   iii. 100 free SMS are given or not.
   iv. Logo, address, contact no. of the client is uploaded to the software or not.

*12PM-1PM:

1. Call to clients for feedback as per Client On-boarding sheet
   Priority 1: Making sure the client is served with the services they asked and understands the software
   Priority 2: Client should feel connected with me.
   ULTIMATE GOAL- i. Find the gap.
                Try to sell Social Media, cards, standees, branches of Salon.
   NOTE: Any kind of Upselling will only be done at least after 15 days of software delivery.

* LUNCH: 1-2PM             

*2PM-2:30PM:

1. Login to DaVinci > Sync > Dev Ticket.
2. Check Dev Ticket (To see if Developers are working as per directions given).
3. Make sure the tickets are getting done as scheduled in 9-10am.

*2:30PM-3PM:

1. Checking new open tickets.
2. Make sure that they are understandable by me. If something is missing or not understandable, get the points cleared by Assignee.
3. Push client tickets like Login issues, SMS recharge, delete bill or anything that are stopping client from billing.

*3PM-5PM:

1. Try pitching Social Media services to clients who On-boarded with us at least 20 days ago.
2. Calling them for feedback and client on-boarding.

*5-6PM:

1. Checking if new software tickets are issued (Softwares that are yet to be created by the Developers team)
   Case A: If in review- give to Sales TEAM for delivery.
   Case B: If not created, then push the Developers team to start the process for creating the software as soon possible so it can be completed in the given time by the client as per their customization.
2. Scheduling LEVEL 1 TRAINING of the client for the next day.
3. Feedback of LEVEL 1 TRAINING from the client.
4. Scheduling LEVEL 2 TRAINING of the client.
5. Feedback of LEVEL 2 TRAINING from the client.