Creating and Implementing The Account Manager Pathway Templates
Objective
This SOP outlines the steps to create and implement customized pathway templates for account managers to enhance their skills and effectiveness in their roles.
Key Steps
Step 1: Access the Learning Pathways 1:20
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Log into the platform.
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Navigate to Learning Pathways.
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Click on Pathway Templates to view available templates.
Step 2: Select the Template 1:30
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Identify the Account Manager Template or the Express Edition.
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Choose the template that best fits your needs.
Step 3: Customize the Template 17:02
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Click on the ellipses in the corner of the template.
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Select Use as Template to create a copy in your instance.
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Edit the template to include your company's mission, vision, values, and specific processes.
Step 4: Fill in Replace Me Sections 5:08
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Go through each Replace Me block in the template.
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Provide specific content relevant to your MSP, including:
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Client market and role.
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Revenue life cycle understanding.
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Internal operations and service awareness.
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Step 5: Review and Finalize Content 17:10
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Ensure all sections are filled out appropriately.
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Read through the instructions provided in the template for clarity.
Step 6: Publish the Template 16:51
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Once editing is complete, unflag the draft button.
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Publish the template to make it available for use.
Step 7: Assign the Template 19:02
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Use the Assign feature to assign the pathway to the designated account manager.
Step 8: Monitor and Update 19:21
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Regularly check for updates to the template.
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Incorporate feedback and additional content as necessary.
Cautionary Notes
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Ensure that all team members have access to the platform and understand how to navigate it.
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Be cautious of version control; always rename the template after customization to avoid confusion with updates.
Tips for Efficiency
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Utilize the Express Template for quick implementation if time is limited.
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Encourage team members to collaborate on filling out the template to share insights and knowledge.
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Schedule regular check-ins to discuss the effectiveness of the pathway and make adjustments as needed.