Onboarding

Expert services to ensure Drift is set up, validated, and deployed to meet your business outcomes on time.

Onboarding Packages Include

Here are the services included in all of our onboarding packages.

ACCOUNT SET UP & GOVERNANCE

Drift Installation
Validate customer goals & success metrics
Tailored Project Plan

TECHNICAL INTEGRATIONS

Connect native CRM, MAP, Ticketing; and other customer solutions

PLAYBOOK DESIGN & BUILDING

Review Conversation Framework & Revenue Acceleration Model
Identify high impact playbooks for your business through playbook consulting
Provide guidance to build playbooks
Map key attributes to customer tech stack
Establish approach for live chat, booking meetings, and routing methodology

ENABLEMENT

Admin enablement on Playbook Design & Building
Admin enablement on integration best practices
Manager & end user enablement on key chat, video, calendar, and activity features

PRE-LAUNCH SETTINGS & TESTING

Review global settings
Configure conversation routing
Define and setup performance reporting and analytics
Test playbooks to ensure launch readiness
Go-Live with Drift

REPORTING & ANALYTICS

Identify and review key KPIs to track & measure ROI
Review initial conversation data to identify initial areas of optimization

Invest In The Right Onboarding Plan

For Your Business

Here’s a guide to ensure you invest in the right onboarding package based on your business needs.

Standard

Timeline

60-90 day launch
Onboarding does not exceed 120 days

Delivery Team

Onboarding Manager
Professional Services Engineer (Adv/Ent only)

Playbook Building

Drift guides customer through build of up to 4 playbooks

Enablement Sessions

Up to 2 Manager and 2 user enablement trainings

Expedited

Premium/Advanced plans only

Timeline

30 day launch
Onboarding does not exceed 45 days

Delivery Team

Onboarding Manager
Professional Services Engineer
Professional Services Consultant

Playbook Building

Drift builds up to 2 playbooks

Enablement Sessions

Self-serve enablement & up to 2 user Q&A trainings

Custom

Timeline

Timeline tailored to your specific needs

Delivery Team

Onboarding Manager
+ as scoped

Playbook Building

Number of playbooks & ownership of build as scoped

Enablement Sessions

Number of enablement sessions as scoped

Add Ons

Seat Activation & Enablement

We'll ensure all new team members are enabled for lasting success and adjust any routing configurations for chats and meeting bookings.

Engagement Management

A strategic partner on your Drift team who orchestrates implementation strategy, facilitates requests, and service delivery.

Workspace Implementation

Create organizational segregations and control user access for multiple regional teams or business units – all while maintaining one instance of Drift for your company.

WE ARE WITH YOU EVERY STEP OF THE WAY

Upgrading to a new plan? Or adding new Drift products? Our team will help you implement them and share best practices so you can unlock the full power of your new Drift capabilities.

Tell us about your new Drift plan so we can get you the information you need.