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Onboarding Plan

Prepare to achieve your revenue goals

This is an example plan to help you understand what you can expect from your Albacross Customer Success Team.
Your onboarding timeline is set to 90 days. You might complete the plan faster but we’ll be on hand to guide you right up until the 90th day regardless.

The onboarding has an overall incremental approach with iterative processes. All to make sure the setup works smoothly for your organization.

During onboarding, you can expect to define your ideal customer profile, set up tracking for your existing marketing campaigns, and determine segments and workflows in Albacross.
Whilst these are the areas we typically go over, onboarding is tailored to your goals so we will structure the plan and prioritize objectives to suit your needs.

You’ll work with your own dedicated Customer Success Manager to build a plan that works for you. They’ll be with you every step of the way and offer best practices to help your team achieve their revenue goals with Albacross.

Oleksii Kosenko & Fabian Odenhall

Fabian Odenhall & Oleksii Kosenko

Senior Customer Success Managers

Week 1

Introduction and strategy session

Strategy session between Albacross’ dedicated Customer Success Manager and key individuals from your organization to understand your business:

  • Goals, objectives, and challenges
  • Albacross owners and end-users
  • Ideal Customer Profile
  • Tech stack and CRM Structure
  • Sales process, team structure, sales cycles, and deal value

Demo of the platform:

  • Walkthrough of the company and contact data revealed
  • How to utilize filters, segmentation, tagging, page mappings, and other features
  • Create segments for ICP

Post-meeting: CSM to follow up with a Success plan based on information gathered.

Special requests, integrations, and training may cause changes to the onboarding plan.

Week 2

Segmentation and integration with your tools

Continue work on segmenting the intent data:

  • How to track existing marketing campaigns
  • Create segments for ideal buyers and the level of intent that they are showing

Setting up integrations with your tools:

  • Set up workflows for integrations with your CRM, sales engagement tool, communication tool, lead nurturing campaigns, advertising platforms, etc. to achieve the desired outcome.
  • Export the desired contact details of key decision-makers to enable enrolment in marketing campaigns or sales outreach
Week 3-5

Feedback, recap, and further product demonstration

Check in to ensure everything is running smoothly as planned.

Fine-tune segments and integrations if needed.

If purchased:

  • Demonstrate Albacross Analytics Enrichment
  • Demonstrate Albacross Personalization Enrichment
  • Demonstrate Albacross Account Based Marketing

If needed:

  • Sales education and best practice (60 minutes)
Week 6-8

Ready to run?

Follow up on onboarding progress.

Evaluation of segmentation and integrations.

Evaluation of Analytics Enrichment / Personalization Enrichment / Account Based Marketing (if purchased)

Answer any questions about the Albacross platform.

Highlight how the Customer Success Manager can help with account-related matters such as invoicing, expansion, retraining, new product enquiries and upgrades.

The Support Team is on hand Monday to Friday 8am-8pm CET for technical related matters.

Finalize onboarding and check-in to see how it went. A checklist will be completed.

Book a quarterly business review for 90 days.



Quarterly success meetings during the whole license period are included.