New Client Onboarding Sequence

Hi there! We are excited to start collaborating with you!

I'm Katri, and together with the whole Sellai Team, we’re here to ensure your collaboration with Sellai’s Sales Expert(s) is smooth and successful. ⭐️

At the beginning of every sales collaboration, we create clear OKRs tailored to your specific needs. We use Sellai Workspace to make sure we stick to those OKRs.

Sellai Workspace is a tool designed to facilitate continuous communication with your Sales Expert. We prioritize transparent communication and reporting to ensure everyone stays aligned with the sales efforts. All the work is documented in Sellai Workspace so you won’t miss a thing!

The most critical feature is Sales Insights! Your Sales Expert will continuously provide insights on the sales work, delivered directly to your email. Review these insights during your weekly meetings to gauge progress and ensure you're on the right track. 😊

Pro-tip to clients: Make sure you get the weekly Sales Insights, as effective communication depends on it. You can even rate every Sales Insight delivered to your email. Using this feature enables us to do better, so please give feedback whenever possible!

Sellai Support

Have a question or need assistance? Don't hesitate to drop us a message at [email protected]!

Give us feedback! ⭐️

Help us improve our way of working and give us honest feedback! 😇

You can give us feedback anytime you receive a Sales Insight or simply reach out to us directly. Click below to share your thoughts now. 😇

Kind regards,

Katri

Sellai Team 🩷

In the collaboration, success is measured through transparent reporting on the Sellai Workspace. The platform provides key activities, a timeline, and results visible to you at any time. Sales Insight messages and bi-weekly meetings allow us to assess progress against our OKRs, ensuring we focus on the right things and maintain accountability.

Sellai Support

Have a question or need assistance? Don't hesitate to drop us a message at [email protected]!

Give us feedback! ⭐️

Help us improve our way of working and give us honest feedback! 😇

You can give us feedback anytime you receive a Sales Insight or simply reach out to us directly. Click below to share your thoughts now. 😇

Kind regards,

Katri

Sellai Team 🩷

Hi [First name],

We wanted to share a quick overview of everyone's responsibilities to ensure we’re all on the same page and ready to work smoothly together. 😇

Sellai’s Responsibilities 🤝

Intermediary Role: Work as an intermediary between the sales expert and the client.

Access to Workspace: Provide access to Sellai Workspace for reporting sales progress and working hours.

Invoicing: We’ll handle all the invoicing.

Support: We’re here to help if things don’t go as planned.

Client’s Responsibilities 🤝

Contract Management: Manage any contractual aspects of end clients.

Providing Information: Provide sufficient information and support for the sales expert for them to perform their job.

Legal Compliance: Your business should comply with all relevant laws.

Notification of Changes: Inform Sellai about any changes or termination of the collaboration (please note the 30-day notice period in the agreement)

Sales Expert Responsibilities 🤝

Task Execution: Perform tasks as agreed in the contract or starting workshops.

Reporting: Update progress on the Sellai Workspace, aiming for at least one sales insight per week.

Leave Notification: Inform Sellai and the client about any personal or sick leave as soon as possible.

Sellai Support

Have a question or need assistance? Don't hesitate to drop us a message at [email protected]!

Give us feedback! ⭐️

Help us improve our way of working and give us honest feedback! 😇

Best regards,

Katri

Sellai Team 🩷

Hi [First name],

I hope everything is going smoothly with your collaboration with Sellai's Sales Expert! To make sure we're on the right track, now might be an excellent time to review your OKRs (Objectives and Key Results) together with your Sales Expert. 😇

During your next meeting, consider focusing on these key questions🔑:

You can find the documented OKRs in the Sellai Workspace.

Remember, open communication is the key to success! If you have any questions or need additional support, feel free to reach out to us at [email protected].

Give us feedback! ⭐️

Help us improve our way of working and give us honest feedback! 😇

Warm regards,

Katri

Sellai Team 🩷

Hi [First name],

We are one month into the collaboration! How is it going? 🤩

We would love to hear your thoughts about Sellai and the collaboration! Could you share your honest opinion with us? Your feedback helps us improve our services and others make more informed decisions. 😇 You can give us feedback by clicking the pink button! 🩷

You can also leave us a review on Google! 🥰

Kind regards,

Katri

Sellai Team 🩷

Sellai Support

Have a question or need assistance? Don't hesitate to drop us a message at [email protected]!

Hi First name,

We hope you are still pleased with Sellai's services. However, if something isn't going as planned, please let us know. We want to address any issues as soon as possible to ensure everything gets back on track. ✅

We thought to share a few tips to ensure ongoing success in your collaboration with Sellai’s Sales Expert. 😇

Continuous communication 💬

We can’t emphasize enough the importance of communication. Have weekly meetings and give feedback to your Sales Expert. Remember to demand Sales Insights so you know exactly what they are working on. This way you can work towards the OKRs efficiently.

See Sellai Workspace 👀

Transparent reporting from the collaboration is visible to you 24/7. Evaluate the efforts together with the Sales Expert.

Give us feedback! ⭐️

Help us improve our way of working and give us honest feedback! 😇

Sellai Support

Let us know if there’s anything we can help you with. You can contact us at [email protected].

Kind regards,

Sellai Team 🩷