Process Owner: Nash Akel
Latest Update: 7/31/24
EndRock <> PDM CRO Service Expansion Integration SOP
The following SOP outlines how to best integrate EndRock’s CRO team and offering into Power Digital's existing clients.
Best Practices:
Integrate CRO team into existing client calls; do not set a separate call unless directly requested from the client
Present Power as ONE unified team to the client vs. Power and EndRock
Process:
Once a deal is forecasted Nash Akel (CRO Director) will reach out to the existing Account Director and Account Manager via Slack to discuss the best way to integrate calls/reporting.
AM will schedule an internal kickoff call with the CRO account team as well as Nash. Also, the AM should send a recap note on what was discussed to the internal PDM Team.
AM to onboard an account team into Slack channels, email alias etc.
AM to introduce the CRO Team on slack or email.
AM will schedule external kickoff call with client to kick off CRO services and set call/reporting expectations
Include CRO team as well as Nash and Dani Coullet
Introduction Message Template:
Hi Team,
We're thrilled to kick off our CRO journey with you!
Leading the charge on all things CRO day-to-day are your CRO Account Manager, [Name], and your CRO Strategy Lead, [Name]. They've been immersing themselves in all things [Client] over the past few days, and we'd like to schedule a Kickoff call (1 hr) for you to meet them and discuss the initial next steps.
Regarding meeting cadence outside of the Kickoff call, we suggest using the second half of our weekly calls to discuss CRO updates. Let us know if you agree! We can assess how this works initially, and if needed, explore the option of a separate CRO call.
Excited to embark on this journey together!
*If a client decides to pause, an addendum/pause/contract should be added. The GL should flag to the AD on the account to get them set up appropriately with the admin things associated.