Onboarding Unresponsive - PRO/PRO+

Process TBD - CS to document

Onboarding Unresponsive - Starter/Basic

🚀 When a Starter or Basic Onboarding project is created in Rocketlane, the project field Due Date is set to 30 days out. This gives the dealer 30 days to complete their Onboarding.

🚀 Every time one of the following actions occurs, the due date is pushed out by 30 more days:

• A task is updated by either the customer or Clarivoy
• A chat message is received

7 days before Due Date

🚀 Every Monday, if the subscription is Starter or Basic, the project status is still In Progress (meaning it is Integration WIP), and the Due Date is within the next 7 days (meaning no action has been taken on this project in the past 23 days or more):

1. 📧 The dealer will receive the following summary recap email from Rocketlane/Zapier:

5 days before Due Date

🚀 5 days before the Due Date (meaning no action has been taken on this project in the past 25 days), if the subscription is Starter or Basic, and the project status is still In Progress (meaning it is Integration WIP):

1. 🚀 Rocketlane will send the following message to the dealer in the project General Chat. They will also receive an email copy of this.

On the Due Date

🚀 On the Due Date, if the subscription is Starter or Basic, the project status is still In Progress (meaning it is Integration WIP and no action has been taken on this project in the past 30 days):

1.  🚀 Rocketlane Automations will change the project status to Integration Unresponsive
   1. ✴️ Zapier integrations will update the Source Reports Properties board Property Status to Integration Unresponsive to mirror this change.

If the dealer responds

If the dealer responds to the email or reaches out, manually adjust the project:

1. Set the project status to In Progress
2. Set the due date out by another 30 days