Process:

• Bus Dev has signed a new partner prospect for CoPilot 

• 3 Days of 1.5 hrs each day:

  • Overall guiding presentation: Partner Training Bootcamp (select the most current...at least Rev 4)

    • https://docs.google.com/presentation/d/1xnYvMk3lwi09IhkpTJFAaFgkQD3xxnb1bnfh_glGgx4/edit?usp=sharing

  • Day 1 – High level intro to CoPilot and Web Tools (Sales, Trainers, Support)

    • Setup with Personal Use CoPilot Web Tools for partner’s relevant personnel to use with their phones/tablets

    • Homework assignment – AMS…Web Tools access…Profiles…Site(s)…run a route…send image of route compliance.

    • Strategic meeting, CoPilot enhancements plus sales tools 

      • https://docs.google.com/presentation/d/1xnYvMk3lwi09IhkpTJFAaFgkQD3xxnb1bnfh_glGgx4/edit?usp=sharing 

    • Initial sales call: Trimble MAPS Nav Best Practices ABBREV (the link below is for the Google Drive folder...look for the version with the most current date) 

      • https://drive.google.com/drive/folders/0BxGnD4fO34D3U2ZfTUE5dDRlZm8?usp=sharing  

    • Promo webinar or shows – 3 whitepapers, Best Practices for Better Business, then connect with Sales Rep to get corresponding Checklists

      • https://copilottruck.com/en-us/fleet-solutions/

  • Day 2 – Customer On-Boarding/Train the Trainer (Training, Support)

    • All in the Overall guiding presentation at the top…for Day 2

    • New customer on-boarding materials

      • https://support.copilotpro.com/en/support/solutions/19000101604 

  • Day 3 – Diagnosing “customer issues” (Support)…potentially including Remainder of Day 2 (MapSure and CoPilot Settings; Training and Support) 

    • All in the Overall guiding presentation at the top…for Day 3

    • Summary reference documentation:

      • Support Scenarios - https://docs.google.com/document/d/1mmRocicuqbVcrME2ZcUOZb4_CN17eOJL0ZQTP1dFkkY/edit?usp=sharing

      • Support Escalation to TrimbleMAPS - https://docs.google.com/document/d/1KAy2XZApLOEh4XBIsu0ZnJU023aPeBxkTsCe19m5DHk/edit?usp=sharing 

      • TrimbleMAPS Synchronized Support Model - https://docs.google.com/document/d/1bmNFM0Y3GSiC9qKDBuPL-nqEqSiM3OTQY2o-2ZJwmgo/edit?usp=sharing 

      • Important Links - https://docs.google.com/document/d/1FNBjl4SEd_0CiHCLq6AojzX3qBnQQL6bxmdyIBpB7_0/edit?usp=sharing 

  • Session recordings and documentation made available in an appropriate, shared Google Drive folder, to the participants after the final session.https://drive.google.com/drive/folders/1tZsuLl1UG9iHjuEY3tR04PPMmx7VXwd8?usp=sharing 

  • Post Training Quizzes – In the 3 weeks following training 7 quizzes will be emailed to the Training and Support Personnel.  These quizzes are 3-5 multiple choice questions designed to help with retention or encourage them to search answers.  The 7 correlate to the on-boarding sections and support section in the sequence taught

    • The first week after, Quiz 1 on Tuesday and Quiz 2 on Thursday.  

    • The second week, Quiz 3 on Tuesday and Quiz 4 on Thursday.

    • The third week, Quiz 5 on Monday, Quiz 6 on Wednesday, and Quiz 7 on Friday.

    • Folder with the Quiz masters…they’ll be duplicated for each partner to keep results separate - https://drive.google.com/drive/folders/1gUtS5SXKZzen2oC5ddndiMx5wEhRdJCR?usp=sharing