[Marketing Sales Call Happens]

Step 1. Trainer is notified about the marketing meeting

Step 2. Trainer sends appropriate contracts and invoices

[Contract is signed]

Step 3. Trainer sends canned response for client to make their report login

[Account is created]

Step 4. Obtain proper logins for report accounts (Ask appropriate teams in Carbon before reaching out to clients)

Step 5. Trainer leaves a note in Freshdesk about the status and inputs it into Monday (Report To-do Board).

Step 6. Data Management Team creates reports.

Step 7. Data Management Team assigns pulse back to trainer.

Step 8. Trainer explains how the portal works.