Managed Services: Onboarding Steps

Launching Managed Services with OurPeople is simple! For new accounts, it is included in your initial rollout of OurPeople for your company. For existing accounts, you will continue services with fresh new content each month! See below for the five steps to launch Managed Services on your OurPeople account:

Step 1:

New Accounts: Complete your regular onboarding steps for OurPeople and get assigned a dedicated Content Specialist from your Customer Success Specialist. 

Existing Accounts: Click here to sign up and be assigned your dedicated Content Specialist.

Step 2:

Meet with your Content Specialist to review services, sign up, and begin adapting existing content and planning your first set of Priorities.

Step 3:

Your Content Specialist will build a shared [Company Name] Experience account.

Step 4:

New Accounts: Launch OurPeople with scheduled content focused on the first Priority set.

Existing Accounts: Launch Managed Service Priority 1, and continue with the built plan from the Content Specialist.

Step 5:

Book your recurring monthly Content Priority planning call with your dedicated Content specialist to review content, future priorities, new stakeholders, and results. Have a last-minute broadcast request? Submit a ticket to get your message out quickly here.