The goal of the Q&A is to answer open questions from the customer, small configuration changes and if nescessary repeat information shared in training 1 and training 2.
Most importantly, it is essential to assess customer satisfaction, overall satisfaction with the collaboration, and whether expectations are being met.
After the Q&A the customer can reach us via Support. Make sure you explain our support and how to create a ticket.
To do after Q&A
Send recap, use mail template: CONS: after Q&A
Go to CRM - open your client - go to tab Sales | consultancy → fill in Date Q&A completed (date)
Enable the settings to allow creating tickets for the Super Users:
Go! Support - Allow user to create tickets (DB74)
Go! Support - Show support tickets of other users (SE117)
Update task
Write hours
If necessary; research on open points