Exec Sponsor: (curious, feeling pain) Marketing / Awareness - Googling / OKRs;
Trial / talk to an SDR for an initial conversation; download whitepaper / exploration of the website before trying / google OKRs
Try out the platform
Contact support to get help
Solution Engineering helps out
Go through learning path via BetterWorks University (customer may be excited / overwhelmed)
Talk to team to evaluate
Talk to AE to learn more about pricing and feature set, customer success packages
CS pre-sales call with exec sponsor to scope ; learn about OKR journey ; reset expectations
Existing customer reference calls
Close the deal
Welcome email from Sales, then CS
Access to platform (blank canvas, confused, overwhelmed, excited) / account provisioning / SSO through Support
Kickoff with CS team and program team (reality sets in..., excited, twisted?!?!?, new definitions of concepts)
Program planning; shared box folder; identify how to manage program / use rollout plan ; goal masters program definition
scrambling to find resources?
Define success with CS
BetterWorks university introduced
Program lead community introduced
System configuration ; Integrations set up with support and engineering
Program Team Training
Goal Masters Training
Executive alignment workshop
Top company objectives setting (frustrated, surprised, scared, worried about getting it right, aha moments) ; maybe using Plans?
Senior leadership training (broader leadership team learning OKRs for the first time, confused, learning something new)
Communications sent to company
HR gets involved
Senior leaders OKRs entered and aligned
Managers trained
Certified
Helping lead trainings? hold office hours? (skepticism? what's in it for me? preparednews)
Manager OKRs in
ICs trained
IC OKRs in
Check in
CS Hours conversation? 90 days expiration hit? Sales involved?
Communications sent to company
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