Set up new B2B Client Message for Support? Does this new client need Customer Service to set up an ALV dashboard? Yes No ALV Dashboard ALV Dashboard: Name ALV Dashboard: UserID & Password (email) ALV Dashboard: Programs needed eCoaching Tool Box Elevate Health Method Career Method IYP ASU Prog EGADE Prog Does this new client need Customer Service to set up an Insightly project? Yes No Insightly Set up Insightly Set up: Project Name Insightly Set up: Client First Name Insightly Set up: Client Last Name Insightly Set up: Client Email Address Insightly Set up: Status Not Started In Progress Insightly Set up: Product 360 Assessment ALV Outplacment Method Elevate Group Coaching Hogan Assessment Illuminate Your Purpose Leadership Accelerator Leadership Coaching Master Project Outplacment Workshop Insightly Set up: Type of Project Corporate HigherEd Insightly Set up: User Responsible Insightly Set up: Project Manager Insightly Set up: Company Insightly Set up: Cohort/Project Description Insightly Set up: Manager Name Insightly Set up: Manager Email Insightly Set up: Total Session count Insightly Set up: 360 Required? Yes No Coach’s Email Additional email that should be CCed on the Client & Manager Emails? Send automated support email Yes Send automated coach congrats email Yes Send automated client welcome email Yes Send manager welcome email Yes Anything else the coach needs to know? Yes Client intake form and other things the coach needs to know… If you are human, leave this field blank. Submit Δ
