Rebuilding/Adding New Items Process (Sales)

Goal: To clarify what to do if an onboarding document/ dashboard needs to be changed after submission but before going live

1. Talk to the client and onboard as normal. If changes were brought up in training, ask specifically about those changes.
2. In the original onboarding doc, write all changes as your normally would. Highlight all new information in yellow. This includes entire new item. If deleting anything, highlight in red.
3. Repost the Google Doc link as a note in Close.
4. Change the Build Request date to today’s date.
5. Remove the “Build Completion Date”.
6. Notify the original builder via Slack, for Americas use #americas_obbuilders and for EMEA use #emea_obbuilders, for APAC use #apac_obbuilders. Ask the original builder if they have time to make the changes. If they do not, remove them as the builder and the company will be added into the general building queue for someone to claim.

After a company goes live

If they have been live for fewer than 14 days then follow the instructions above and direct to the OB 02 dashboard builder and the OB 04 trainer. If it is after 14 days fully live then direct the company to contact support. Email or text:

“I’m actually about to hop into a meeting, but for any changes to your dashboard, please call our support team at 855-495-5551 or send them the information in an email at support@fareharbor.com.”