2X Solutions Setup & Onboarding Worksheets
The 2X Solutions Onboarding Guide is designed to streamline the integration of 2X Solutions into your business. By following this step-by-step guide, your company will efficiently collect, organize,…
The 2X Solutions Onboarding Guide is designed to streamline the integration of 2X Solutions into your business. By following this step-by-step guide, your company will efficiently collect, organize, track, and manage the information needed for a seamless setup. Below are detailed instructions and best practices for completing each component of the onboarding process.
Download: Onboarding Guide
Request for Staff Worksheet
Purpose: Identify the key contacts responsible for the initial setup and system preparation.
Download: Request for Staff Worksheet
Tip: Ensure the listed contacts are aware of their role in the onboarding process.
Company and Customer Persona Worksheet
Purpose: Train the AI to effectively represent your business and engage your customers.
Company Overview: Describe your company, including services offered, tone of communication, and brand values.
Customer Personas: Outline key customer demographics, pain points, preferences, and goals.
Download: Company and Customer Persona Worksheet
Sample Call Workflow
Purpose: Develop a custom workflow for call frequency, scripts, and voicemails.
Download: Sample Call Workflow
Objections & Common Questions Worksheet
Purpose: Train the AI to better respond to customer objections and frequently asked questions.
Download: Objections & Common Questions Worksheet
Regulatory and Company Compliance Worksheet
Purpose: Train the AI to respond appropriately to sensitive subjects and adhere to regulatory guidelines.
Sensitive Topics: List topics that require careful handling (e.g., legal, financial, or health-related discussions).
Compliance Guidelines: Provide specific instructions or scripts for navigating sensitive areas.
Prohibited Phrases: Highlight any language or claims that must be avoided.
Download: Regulatory and Company Compliance Worksheet
Sample Training Script
Purpose: Guide representatives on what to say and how to handle calls within each workflow.
Download: Sample Training Script
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