LaunchPad (Paid Agency Request)
D
David Gentilella
Ability would be for Agencies who resell SaaS to add a custom 'STEP' in the Launchpad.
The steps you have now are great for client onboarding. However, having a step to connect their email client for inbound/outbound email/scheduling etc is important for all agencies to streamline.
HOW IT WOULD WORK FOR EXAMPLE:
1.) Agency selects Customize LaunchPad > Then clicks 'Add Custom Step'
2.) A window appears with a list of all 'AREAS' of theplatform that says "SEND USER TO"
3.) The agency admin selects the area they want to SEND USER TO. In this case we would select Calendars/Connections <OR> Integrations.
4.) Then we add a Title 'Integrate Email Client to Sync Events.' with a fun description and a label for the button such as 'Connect Calendar'.
- When the user in the sub-account clicks it, it brings them to the exact area to connect their calendar.
While we onboard clients it would be more efficient if they could be setting up everything they need to do based on our process that we cannot do such as anything related to their accounts we dont have access too.
You have Webchat widget, Mobile App download, GOOGLE LISTING, FB, IG which is perfect, but our process requires EMail Client/Calendar setup which would save us time and ANY AGENCY time if the client has it already completed.
Onboarding calls will go much smoother.
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