Wishlife University:
Sample Timeline
Here's what you can expect during Wishlife University
Customer Success Kickoff
Your customer success manager will reach out to discuss your goals for the Wishlife platform.
Set up
We’ll get started building your co-branded instance of the Wishlife platform.It’s helpful if you can provide a Vector (.eps or .ai) version of your logo as soon as possible. If you don’t have a vector image a high resolution .jpg or .png (minimum size 200x200) will work.
Product training
In this half day training webinar, we’ll configure your instance, and train you on every aspect of the platform. You’ll leave this session armed with the ability to train your team and clients on Wishlife, handle objections and minor technical issues, and tailor the platform to fit your firm’s process.
Client registration
We’ll bulk register all of your clients to ensure a smooth and efficient rollout.
Roll out
Congratulations, you’re ready to begin onboarding clients. We’ll provide you with a digital Welcome Kit, scripts, emails and best practices for onboarding clients, and (if you want) we’ll even join you for your first 3 onboarding sessions.
Wishlife University Complete
You’ll say goodbye to your Implementation Specialist, and your Customer Success Manager will take over as your primary point of contact. Your Customer Success Manager will be available to help you along the way. In addition, we’ll have periodic webinars to highlight product features and best practices.
Project Plan
We’ll tailor a plan to suit your needs, but here is a sample project plan to give you an idea.
Week 1
  • Plan goals for Wishlife
  • Identify key points of contact to receive Wishlife training
  • Provide brand assets (eps or AI preferred)
  • Wishlife builds co-branded instance
Week 2
  • Review co-branded instance
  • ½ day remote training with your key points of contact
  • Provide full client list (first name, last name, email address)
  • All clients registered in the system
  • Client communication strategy finalized (includes collateral and best practices)
Week 3
  • Schedule first client onboarding sessions
  • Complete 3 client onboardings (A Wishlife coach can join these calls for free)
  • Send clients follow up action items
  • Check in call with your Customer Success Manager
Ongoing
  • Schedule remaining onboarding sessions
  • Complete 5 client onboardings per week
  • Periodic webinars to cover product enhancements and best practices
  • Quarterly check in with Customer Success Manager
Enroll in Wishlife University
Contact our team to schedule your kick off call now.
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