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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