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Onboarding Reimagined Milestones for call notes

Customer 360 Dashboard:
Goal:

  • Manage & Grow - Cx should achieve Habit moment
  • Accounting, PI & Duo - Cx should achieve First Value
Current products:
{formtoggle: name=Manage; default=yes}
Manage Milestone achieved - {formmenu: default=Not setup; Setup; First Value; Habit moment; name=Manage Milestone}
Drive them towards the below next step(s) in the upcoming call or send it as homework,
{if: `Manage Milestone` = "Not setup"; trim=right}
  • Create 1 Contact AND
  • Create 1 Matter AND
  • Create 1 Time entry OR Expense entry
{elseif: `Manage Milestone` = "Setup"; trim=yes}
  • Create 2 Bills OR
  • Create 2 Calendar Events
{elseif: `Manage Milestone` = "First Value"; trim=yes}
  • Encourage & drive them towards 6 Matters / 6 Time entries / 6 Payments / 6 Bills / 12 Calendar entries
{elseif: `Manage Milestone` = "Habit moment"; trim=yes}
  • Acknowledge: Appreciate their progress.
  • Collect Feedback: Review with them what worked well and what didn't.
  • Drive continuous adoption:
    • Encourage them to keep the momentum and teach them how to build regular habits in Clio.
    • Based on their workflow teach,
      • Tasks and task automation
      • E-signatures and Document automation
      • Email log (with or without add-ons)
{endif: trim=left}
{endformtoggle}
{formtoggle: name=Grow; default=no}
Grow Milestone achieved - {formmenu: default=Not setup; Setup; First Value; Habit moment; name=Grow Milestone}
Drive them towards the below next step(s) in the upcoming call or send it as homework,
{if: `Grow Milestone` = "Not setup"; trim=right}
  • Connect to Manage
  • Create 1 Contact AND
  • Create 1 Matter AND
  • Import Custom Fields / Setup Intake Form / Setup Doc Template / Create Checklist / Create Automated WF / Setup Scheduler
{elseif: `Grow Milestone` = "Setup"; trim=yes}
Based on their workflow, drive them to complete ANY ONE of the below,
  • 2 Appointments Scheduled via Scheduler
  • 2 Documents e-signed
  • 2 Forms filled out
  • 3 Automated WFs applied
  • 2 Checklists applied to matters
  • 1 Lead accepted from LSA integration
  • 1 Website published
  • 2 Matters converted to Manage
  • 2 Leads sent to the Lead Inbox
{elseif: `Grow Milestone` = "First Value"; trim=yes}
  • Create 4 matters
{elseif: `Grow Milestone` = "Habit moment"; trim=yes}
  • Acknowledge: Appreciate their progress.
  • Collect Feedback: Review with them what worked well and what didn't.
  • Drive continuous adoption:
    • Encourage them to keep the momentum and teach them how to build regular habits in Clio.
{endif: trim=left}
{endformtoggle}
{formtoggle: name=Accounting; default=no}
Accounting Milestone achieved - {formmenu: default=Not setup; Setup; First Value; Habit moment; name=Accounting Milestone}
Drive them towards the below next step(s) in the upcoming call or send it as homework,
{if: `Accounting Milestone` = "Not setup"; trim=right} 
  • Connect to a bank / 1 Transaction Created Manually
{elseif: `Accounting Milestone` = "Setup"; trim=yes} 
  • 4 Transactions Created / 1 Operating Deposit 
{elseif: `Accounting Milestone` = "First Value"; trim=yes} 
  • Reviewed Transactions in 2 Consecutive Weeks AND
  • 1 Report View / 1 Reconciliation Completed
{elseif: `Accounting Milestone` = "Habit moment"; trim=yes} 
  • Acknowledge: Appreciate their progress.
  • Collect Feedback: Review with them what worked well and what didn't.
  • Drive continuous adoption:
    • Encourage them to keep the momentum regularly on a weekly/monthly basis by creating or editing 1 Accounting Event. 
{endif: trim=left}
{endformtoggle}
{formtoggle: name=Duo; default=no}
Duo Milestone achieved - {formmenu: default=Not setup; Setup; First Value; Habit moment; name=Duo Milestone}
Drive them towards the below next step(s) in the upcoming call or send it as homework,
{if: `Duo Milestone` = "Not setup"; trim=right} 
  • 1 Usage of Any Feature
{elseif: `Duo Milestone` = "Setup"; trim=yes} 
Based on their workflow, drive them to complete ANY ONE of the below,
  • 4 AI Generated Messages
  • 9 Chat Interfaces
  • 9 Recommendations
  • 8 Documents Summarized
  • 6 Documents Analyzed
{elseif: `Duo Milestone` = "First Value"; trim=yes} 
  • 15 Documents Summarized / 15 Recommendations AND
  • 12 AI Generated Messages / 13 Chat Interfaces / 7 Documents Analyzed
{elseif: `Duo Milestone` = "Habit moment"; trim=yes} 
  • Acknowledge: Appreciate their progress.
  • Collect Feedback: Review with them what worked well and what didn't.
  • Drive continuous adoption:
    • Encourage them to keep the momentum and teach them how to build regular habits in Clio.
{endif: trim=left}
{endformtoggle}
{formtoggle: name=Personal Injury; default=no}
PI Milestone achieved - {formmenu: default=Not setup; Setup; First Value; Habit moment; name=PI Milestone}
Drive them towards the below next step(s) in the upcoming call or send it as homework,
{if: `PI Milestone` = "Not setup"; trim=right} 
  • Manage ‘Setup' Milestone attained AND 
  • 1 PI License Allocated
{elseif: `PI Milestone` = "Setup"; trim=yes} 
  • 2 Medical Providers Created AND 
  • 2 Medical Bills Created / 2 Medical Records Created / 2 Medical Bill Status Updated / 2 Proposed Recoveries Created
{elseif: `PI Milestone` = "First Value"; trim=yes} 
Based on their workflow, drive them to complete ANY ONE of the below,
  • 5 Medical Providers Created
  • 10 Medical Bills Created
  • 10 Medical Records Created
  • 10 Medical Bill Status Updated
{elseif: `PI Milestone` = "Habit moment"; trim=yes} 
  • Acknowledge: Appreciate their progress.
  • Collect Feedback: Review with them what worked well and what didn't.
  • Drive continuous adoption:
    • Encourage them to keep the momentum and teach them how to build regular habits in Clio.
{endif: trim=left}
{endformtoggle}