Success Operations
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      ORGANIZATION ONBOARDING PROCESS

      How Luceo handles the required steps for a successful onboarding of a large organization with multiple member teams.

      1. USER ACCOUNT MIGRATION
        1. All key stakeholders must be on the kick-off call
          1. Client should come prepared 
            1. What they want to use Luceo for
            2. Any materials they currently have
          2. Key personnel are introduced
            1. Customer Success: John & Eric
            2. Operations: Thom & Andy
          3. Action steps are established 
          4. Follow-up email covers stated actions steps 
            1. All members are CC'd on email
            2. Email provides links to key resources
        2. Assign organizational admin and backup (if available)
          1. They have required base training
          2. Live session with Success Team
          3. Calendar link provided on call
            1. Call will cover account migration
            2. Call will cover content requirements
        3. Create form for the Organization: (to be done on live training call) 
          1. Staff = First, Last, email
          2. Parents = First, Last, Email
          3. Provide list of teams
          4. Provide a list of players (no teams, no emails, just names)
        4. Create form for Staff & Parents
          1. Staff = team name (dropdown) & player names (dropdown) sign-up for training
          2. Parents = Child name (dropdown), unique email address (not theirs) 
            1. Provide gmail creation instructions, if needed
      2. USER CONTENT MIGRATION (on Live Training)
        1. Provide ADMIN with walkthrough of CMS Structure
        2. Provide Admin with form to build out structure with content
      3. CALENDER EVENT MIGRATION
        1. Client provides practice & game schedule
          1. Practice = Team Name, Days, Time, Location, start date, end date
          2. Games = Team Name, Opponent Name, Date, Time, Location
        2. Create form that automates this information
        3. Integrate into calendar functions
        4. Provide external Calendar Sync
      4. COACH ONBOARDING
        1. Verify Roster is correct
        2. Verify players have registered
        3. Do basic library Training
        4. Have coach send announcement to players
      5. PLAYER ONBOARDING
        1. Create a "start here" video for players