Client Onboarding
This is where the sale transitions into delivery. Once the pilot is agreed and the client says yes:
Client Onboarding (Sales → Customer Success)
→ Hand over to Wizer’s Customer Success team to onboard the client onto a Business Account.
What Happens in Onboarding:
The Customer Success team will:
-
Create the business account for the client.
-
Walk them (and the coach, if relevant) through the platform setup.
-
Review the relevant steps of the pilot:
-
First win goal
-
Timeline & roles
-
Success metrics
-
Partner commitments
-
The Client Folder — Google Drive Setup:
→ This shared folder is set up for you incase you need materials for the client or the coach.
Remember a really great place to send people is our resources page.
This folder typically includes:
-
Onboarding notes (important — sales should familiarise themselves with this to answer client questions confidently)
-
Support guides (how to post a question, how profiles work)
-
Templates (e.g., outcome reports, decision framing templates)
-
Any materials requested during the sales process
-
Slide decks or summary documents from the proposal
Important Note:
→ If the client asks for materials during or after onboarding, this is where they live. Keep this organised — it becomes the shared knowledge base for the project.
What About Pricing?
→ Pricing conversations happen before this stage.
On the Sales Support page, you can access:
-
The Wizer Sales Calculator (to work out pricing for pilots, licenses, and partners)
-
Proposal templates
Key Message:
A great onboarding experience starts during the sale. The smoother the handover, the faster the client feels confident using Wizer — and the faster they start seeing outcomes.
Here is an example handover recording that is a nice touch for the clients.
You can record this on Zoom Clips or Loom
