This system explains how to handle new systemHUB subscribers or clients.
Step 1: Confirm the Slack channel notification
Confirm new systemHUB subscriptions through the Slack channel, "order-systemhub".
The message notification will include important details such as the new subscriber's name, company name, email address, purchased subscription, etc.
Step 2: Double-check the new subscription in the systemHUB root account
Log into systemHUB's root access. Request login credentials from your supervisor.
Once logged in, navigate to the left-side panel and click "Packages management." Then, choose the package associated with the subscription of the new client.
If you are setting up a systemHUB-bought Business Systems Accelerator (BSA) account, follow this system.
Step 3: Log the client in the client spreadsheet
Log the new client into the systemHUB client spreadsheet here. If you don't have access, ask your supervisor to share the spreadsheet with you.
Navigate to the appropriate section in the spreadsheet (based on subscription type, e.g., Complete Monthly Subscription, Annual Subscription, etc.) and log the new client with full details.
Ensure the order in the spreadsheet matches the systemHUB list (by Last Name in alphabetical order). Include information such as the client's company, first name, last name, and email address.
In systemHUB's root access, click the pencil icon next to the client's status on the dashboard to be directed to the company's information page. Gather the details and update the new client's entry in the systemHUB client spreadsheet.
If the client account was upgraded or downgraded from a different paid plan or was previously a paid SYSTEMology service account, skip Step 4 and proceed to Step 5.
Step 4: Send the quick-start service email to the client
Select the suitable email template below depending on the purchased subscription and send it via Intercom.
If, at any point, the client responds to the quick-start email, refer to the systemHUB Quick-start Service system.
Step 5: Provide an update in Slack
Once you've successfully logged the new subscriber in the spreadsheet and double-checked everything, add a note in the individual Slack message about the new subscriber, mentioning that you've already logged their details.
Include in the note that you've sent the quick-start email to the new subscriber and copied the relevant team members. Use the following notification and adjust as necessary:
Update: DAY/MONTH/YEAR
- This client's systemHUB account has been created.
- The client spreadsheet has been updated.
- The quick start email has been sent through Intercom email.
React to the notification with a check emoji to confirm that the notification has been actioned.
This is XXX from the systemHUB support team. I was asked to check in and help you get started with systemHUB personally.
If you haven't already, I'd be happy to customise your account, load your logo, set up some roles/departments and create a working folder structure. Is that something you'd be interested in? There's no charge. :)
Fill out this form and I'll customise everything for you: systemhub.com/quick-start
Of course, if you'd prefer to set things up yourself, that's okay. There's a new account tutorial here: https://help.systemhub.com/en/collections/8129245-company-account-admin
And if you need anything along the way, we're always happy to help:
- Check out our help centre: help.systemhub.com/en
- Schedule a live demo: systemhub.com/demo
- Click on the chat widget inside your account.
I look forward to hearing from you. :)
Cheers,
It’s XXX from the client support team at systemHUB & SYSTEMology.
I know you’ll get a few emails from our system but because you signed up for the Business Systems Accelerator (BSA), I wanted to personally check in.
In particular, I wanted to confirm you got the login details for systemHUB and Circle Community - these are the 2 key areas you need access to!
Please note: I’ve also added some bonus content and templates to your account and I'd be happy to customise your account too (load your logo, set up some roles/departments and create a working folder structure) if that’s something you'd be interested in.
There's no charge, I’m just happy to help! Fill out this form and I'll customise your account: www.systemhub.com/quick-start
Or if you'd prefer to set things up yourself, that's okay too. There's a new account tutorial here.
Anyway, I’ll keep this email short but feel free to reach out if you need anything.
Cheers,
It’s XXX from the client services team at systemHUB & SYSTEMology.
I know you’ll get a few emails from our system but because you signed up for the Business Systems Accelerator (BSA), I wanted to personally check in.
I’ve already gone ahead and updated your existing systemHUB trial account but I had to reset your logins. Your new logins are…
Login URL: members.systemHUB.com
Username: XXX
Password: password123
Also, please note, that your systemHUB logins are different from community logins - you’ll get a separate email about those. Just watch out for the “SYSTEMology Circle Community” invite.
Anyway, I’ll keep this email short but feel free to reach out if you need anything.
Cheers,
It’s XXX from the client services team at systemHUB & SYSTEMology.
I know you’ll get a few emails from our system but because you signed up for the Business Systems Accelerator (BSA), I wanted to personally check in.
As part of the BSA, we set you up with a complimentary systemHUB account. However, since you already had an existing paid account, we just used that instead.
Please disregard any notification from our system about the cancellation of your systemHUB subscription. This is part of the process of converting your original paid account to your BSA account.
===== DELETE THE BELOW PART IF NEEDED =====
We have also sent a [full/pro-rata] refund request of [amount] to our accounts team. The refund should be processed in a few days, if not sooner.
===== DELETE THE ABOVE PART IF NEEDED =====
You should be able to log into your systemHUB account with your original logins.
Also, please note, that your systemHUB logins are different from community logins - you’ll get a separate email about those. Just watch out for the “SYSTEMology Circle Community” invite.
Anyway, I’ll keep this email short but feel free to reach out if you need anything.
Cheers,
Ps. I’ve also added some bonus content and templates to your systemHUB account too :)