2. Getting Started
Overview
Let’s Get Started!
Learn about the three phases of your Customer Adoption Program.
Setting Up Your Customer Adoption Program
Learn how to best prepare your organization to launch a Customer Adoption Program.
How to Get Started
Step 1: Inform & Educate Your Internal Teams
Informing and educating your internal teams on your new Customer Portal is important so everyone can communicate the benefits to your customers.
Step 2: Review Customer Email Data
Having accurate customer email data is essential as you prepare to send customers messages and invites via email.
Step 3: Build Awareness with Your Customers
Start building excitement with you customers and let them know what to expect.
Helpful Resources
Customer Adoption Timeline to Show Internal Teams Expected Progress
View an example timeline of a successful Customer Promotion Program to plan dates and resources accordingly.
Email Template for Introducing Your Customer Portal to Internal Teams
Use this email template to introduce your new Customer Portal to internal teams.
Versapay More Human Promotional Video
Watch this incredible video from Versapay showcasing why their collaborative approach to AR is the winning strategy.
Video Demo of the Customer Portal to Educate Internal Teams
Use this video demo of the to quickly show your internal teams the value of your Customer Portal.
Talk Script to Explain the Benefits of Your Customer Portal
Use this printable talk script to quickly enable internal team members to market and sell your Customer Portal to your customer base.
Email Template for Introducing Your Customer Portal to Customers
Use this email template to spread awareness on your new Customer Portal to customers.