LifeLearn Practice Solutions Onboarding Form
Getting off to the right start is key to building lasting relationships! Gathering the following information during the qualifications/needs stage of the sales process for all WebDVM, ALLYDVM, PetNurse and Petriage opportunities will be key to getting the sale and provides our onboarding team with the information needed to create an exceptional onboarding experience. Remember to listen and dig deeper to provide as much detail as possible. No detail is too small. Download a copy of the form and record your notes below. Once it is complete, upload it to the Files section on the Account Record in Salesforce.
Account Name
*
What is the Client Signing Up For?
*
Case Number:
Preferred method of contact
Please Select
Phone
Email
About The Practice
How long has the practice been open?
Have they reviewed the Website Design Portfolio?
*
Yes
No, please cover this during the Onboarding Welcome Call
Practice Type
We will add to the account level. Leave blank if already added to SF.
Primary Goals and Objectives – Do they have a problem our solution can solve?
What WebDVM features did you want to include?
Domain Management
NPS
Social
Online Forms
Pet Insurance
Pet Food/Recalls Page
What ALLYDVM features did you want to include?
Mass Communications
Automated Communications
Retention Calendar
Reporting
PetPage App
Appointment and Prescription Requests
Current Challenges and/or Pain Points
Competition
Anticipated Date of New Website Launch
-
Month
-
Day
Year
2 digit month, 2 digit day, 4 digit year
Timeline – When are they looking at adopting a solution?
Is this a downgrade or upgrade?
Downgrade
Upgrade
Neither
Do they have an Online Pharmacy?
Enter their Online Pharmacy Link here, if already added to Account Level, you can leave blank.
What is their Practice Management Software?
*
Required so Onboarding can send appropriate ClientEd Welcome
Please provide any other information that would be helpful for the team:
*
Enter notes from call here, portfolio theme selection, etc.
File Upload
Browse Files
Drag and drop files here
Choose a file
Optional (if applicable)
Cancel
of
Submit
Should be Empty: