Clearpath Base

Membrain's Clearpath Base is at the core of how we onboard new Customers. It covers the essentials needed to get up and running with Membrain successfully. Start with the Base, then tailor with supplementary onboarding services to perfectly suit your needs.

Whether your initial focus is on Prospecting, managing an Active Pipeline, or driving Account Growth, we will provide the guidance you need to ensure your success from the outset.

What Does the Base Include?

The Clearpath Base onboarding process features seven live sessions with your dedicated Customer Success Advocate, complemented by a series of bite-sized multimedia trainings, along with a range of additional supports throughout the process and beyond. This comprehensive approach ensures you are acquainted with the core aspects of your new Membrain account, and set up for success.

Clearpath Journey

4 core set-up sessions to get you started as quickly and smoothly as possible

3 additional sessions customized to your business needs

Bite-sized multimedia trainings for additional support each step of the way, plus access to our E-Learning content

Collaboration on a single process build in the module of your choice

Creation of 2 tailored Dashboards - one specifically for the Executive team and one Daily Check-in dashboard for all users

Priority access to your dedicated Customer Success Advocate to provide support during the process

Core Session Agendas

Project Planning

The Clearpath Planning session is the first time the full project team comes together. During this meeting you will work with your dedicated Customer Success Advocate to create your Roadmap Project Plan for getting started with Membrain.

The main objectives of this meeting are to:

Confirm the Goals and Objectives you wish to achieve with Membrain

Assign project roles and responsibilities within the Project team

Establish the Scope and Timeline for the project, including scheduled dates for each onboarding session

Confirm everyone is aligned and ready for success

Configuring Your Membrain

An in-depth look at the toolset and capabilities of the Membrain Process editor. Depending on the Workflow you choose to focus on during the Clearpath Project (Prospecting, Active Pipeline or Account Growth), the goal will be to understand the Process Editor tool set, and apply this knowledge to build and customize 1 process to completion.

The main objectives of this meeting are to:

Learn how to add steps and stages to a process, including adding tools and guidance to drive success for your team

Create custom fields and understand how to maintain these across the CRM and processes

Review tools available to add structure to multiple processes, like automated events

*An additional Process Editor session can be arranged if required, to ensure all tools and functionalities have been reviewed and understood

Management Best Practices

The primary focus of this training is to share best practice advice on coaching Sales Teams using various tools including Membrain’s Analytics areas.

The main objectives of this meeting are to:

Enhance how you manage and coach your team, using the tools such as Performance Views and The Story Stream

Review the Win/Loss and Dashboard capabilities to inform actionable insights for success

Get started with Goals and KPI's

Introduction to customized Dashboards

End-user Training

The End User Training introduces the broader team to the key concepts of Membrain, with a focus on day-to-day usage. During this session, we cover how to work with projects, as well as giving best practice advice on how to get the most out of Membrain’s productivity toolset.

The main objectives of this meeting are to:

Understand how Membrain can help you prioritize your accounts, and manage your time effectively

Get top tips for working through prospects, sales projects or account growth projects to successful completion

Learn how to be more productive using Membrains Email, Calendar, Collaboration and Task management tools

It doesn't stop here!

To help facilitate adoption, Sales Leaders / Management can schedule up to three additional sessions for support around identifying early adoption issues, data gaps, areas for coaching, progress towards goals, etc.