Onboarding Guides
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      1. Internal Knowledge Base
      2. DealCheck AI Onboarding
      3. Onboarding Guides

      In-Person or Remote Training/Go-Live

      Once we have reviewed the 20-25 Pilot Phase deals, we need to work with the client to get the rest of their team trained/access so that they can go-live. If a customer purchased in-person training, we need Jason to schedule that piece.

      1. Navigate to the DealCheck AI ticket board https://app.hubspot.com/contacts/22252955/objects/0-5/views/all/board

      2. Select the ticket you need to set up in-person or remote training prior to go-live.

      3. Click "Email" in the left hand panel

      4. Click "Templates"

      5. Click "#5 DCAI Onboarding Email Template (Remote Training/Go-Live)"

      Or

      "#5 DCAI Onboarding Email Template (In-Person Training/Go-Live)" if in-person training was purchased