Client Service Team Training
Duration: 2 x 2 hrs
Participants: client service team – account/project managers, account executives, account directors, project leaders and other members participating on the work with client.
Training agenda
1. Overview
Big picture – job flow
Present the job flow to the participants to understand Teamogy as a whole.
Everyone needs to understand that Teamogy serves the whole company and everybody has an important role in it.
First login to system
Guide people how they can login to system. Explain 2 factor authentification and what to do in case they forget their password.
Use following guides:
https://www.teamogy.com/en/manual/first-login/
System layout
Show people how to adjust Teamogy – upload picture, change theme, adjust font size. It’s important that people feel comfortable and familiar with the system.
Use following guides:
https://www.teamogy.com/en/manual/first-login/
Basic system navigation
Explain briefly main parts of the system in let sidebar (Dashboard, In Process, Documents, …) so people get familiar with the scope of Teamogy.
2. Plan the job
Open a job
Opening a job is the first action a user should know. The jobr is the centerpiece of all Teamogy operations and will be daily bread for Client service people. Profitability of each job is the key to the profitability of the whole company.
Use following guides for job management operations:
https://www.teamogy.com/en/manual/about-jobs
Create a meeting report and other documents
It is important to teach users to create company documents directly in Teamogy – meeting reports, creative brief, etc. All documents are in one place and there is order in the company.
Use following guides to teach document creation:
https://www.teamogy.com/en/manual/about-document/
Create a quotation
Quotation is a essential step in financial planning of the job.
Use following guides:
https://www.teamogy.com/en/manual/about-sales-quotation/
3. Realize the job
Create tasks for co-workers
Raise a PO for external supplier
Keep checking the job
4. Bill the job
Approve supplier invoices for a job
Bill the client
Evaluate the job and close it
5. Others
Create a company
Time reporting