Working with Your Account Manager 🤝

Your Triggr account manager is your dedicated automation partner. We're here to build, optimize, and scale your workflows so you can focus on growing your business.

The Onboarding Process

🚀 Week 1-4: Getting Started

Weekly meetings to establish your foundation:

• Discovery & Planning - Understanding your current processes and pain points
• First Workflow Setup - Building your initial core automation (typically client onboarding or service requests)
• Integration Configuration - Connecting your existing tools and systems
• Team Training - Getting your team comfortable with the new workflows

📋 What We'll Need From You

To build the perfect workflows, we'll ask about:

• Your current client onboarding process
• Common service requests and how they're handled
• Your PSA/CRM workflows
• Team structure and approval processes
• Client communication preferences
• Integration requirements

Don't worry about having everything figured out - we'll guide you through the discovery process and suggest best practices based on what works for other MSPs.

Ongoing Partnership

💬 Communication Channels

After the initial setup, we'll communicate through your preferred channel:

• Microsoft Teams - For quick questions and scheduled meetings
• Slack - If that's your team's preferred platform
• Customer Portal (With Email Notifications) - For submitting, discussing and tracking workflow requests

📅 Monthly Account Management Meetings

Regular check-ins to ensure everything is working perfectly:

• Workflow Review - Analyze performance and identify optimization opportunities
• Usage Analytics - Review how your automations are performing
• New Ideas - Share innovations from other MSPs that could benefit you
• Growth Planning - Discuss upcoming needs and expansion opportunities

What Makes This Partnership Special

🎯 Proactive Optimization

We don't just build and walk away. We continuously:

• Monitor your workflow performance
• Suggest improvements based on usage patterns
• Share best practices from other successful MSPs
• Identify new automation opportunities

🚀 Innovation Pipeline

Your account manager stays current with:

• New Triggr features and capabilities
• Industry trends and emerging needs
• Successful patterns from other MSPs
• Integration opportunities with new tools

📈 Scalability Planning

As your business grows, we help you:

• Scale existing workflows to handle increased volume
• Add new automation for new services
• Optimize processes for efficiency
• Plan for future business needs

Getting the Most from Your Partnership

✅ Best Practices

• Be specific about pain points - The more detail you provide, the better we can solve it
• Share feedback quickly - Let us know if something isn't working as expected
• Think big picture - Don't just automate what you have, let's optimize the entire process
• Stay curious - Ask about what other MSPs are doing successfully

🎯 When to Reach Out

Contact your account manager for:

• New workflow requests
• Process changes or updates
• Integration needs
• Performance issues
• Questions about features or capabilities
• Ideas for new automation opportunities

Success Stories

"Our account manager didn't just build what we asked for - they showed us how to completely rethink our client onboarding. What used to take 2 hours now happens automatically in 15 minutes." - Sarah M., MSP Owner

"The monthly meetings are gold. We're always learning about new ways to automate that we never would have thought of ourselves." - Mike T., Operations Director

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Ready to get started? Book your kickoff meeting with your account manager to start building your first workflow.