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.