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