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Accelerator+ – Phase 1 (M&A Experience)

Objective #

  • To detail the experience of an Accelerator+ AE as they on-board into the program from sales and move from on-boarding / Phase 1 to Phase 2 – Introduction to TAS.

Begin

  • The process begins when an Accelerator+ AE is introduced to the Customer Experience representative by the sales team.

End

  • The process ends when an Accelerator+ AE is off-boarded to TAS Advisors to begin A+ Phase 2 after successfully countersigning an LOI.

Stakeholders Involved #

  • Customer Experience 
  • Accelerator+ AE
  • Deal Coordinator / M&A Manager
  • M&A Support
  • Acquira Bookkeeping
  • M&A Director
  • TAS Director

Explanation of Steps #

  1. Customer Experience receives Accelerator+ AE introduction and information from Acquira Sales Associate and creates a new AE folder within the M&A Team Accelerator+ Client Info Drive folder using the naming convention of ‘AP+.Last Name.First Name’ and stores all information shared by the sales team. (Would be moved to this Drive AE+ Kike was informed to move the drive)
  1.  Contact Enrique Chavez to get the A+ AE set up in Slack and Thinkific.
  1. Customer Experience sends onboarding emails for: Accelerator+ On-Boarding Email and Expectations and Accountability Email with request for AE to schedule a call via supplied Calendly link.
  1. AE schedules a call with Customer Experience to review the Investment Thesis, walk through Accelerator+ training in Thinkific, and discuss expectations and accountability within the Accelerator+ program. Work with Kike (IT) to create the account login for the AE in Thinkific.
  1. Customer Experience conducts a scheduled call with the AE and:
  • Shows how to log into Thinkific and walk through the Accelerator+ training.  Verify the AE can access Thinkific, and relays expectations and accountability to complete the training as outlined in the onboarding email.
  • Shows how to log into Slack and walks through it, discussing the various channels and communities.  Verify they have received their Slack welcome email from IT (Kike) and are able to log in.
  • Discusses expectations and accountability of the AE within the Accelerator+ program as outlined in the Expectations and Accountability email.
  • Reviews the Investment Thesis document with the AE and explains steps to amend and modify this document as may be necessary during the program.
  • Walk through what having a deal presented to them looks like and expectations.
    A+ Expectations for Deal Introductions
  • Customer Experience position and how it supports the AE is explained..
  • Discusses A+ group calls and open office hours with our CEO Hayden Miyamoto
  1. If the Investment Thesis document needs to be modified, the updated version is shared via PandaDoc and then stored in the AE drive folder after it is electronically signed by the AE. Follow PandaDoc Process Document if you need Instructions.
  2. Customer Experience adds AE to the CRM through Dealtrain Process – Adding an AE to CRM
  1. When a deal for the AE is identified, M&A Support, M&A Manager, Customer Experience Lead follows: On Market Deal Pipeline
  1. Prepared LOI is supplied by Deal Coordinator – Customer Experience lead sends the LOI via PandaDoc to the AE and Broker/Seller for execution. Follow PandaDoc Process Document if you need Instructions.
  2. The M&A Manager works with Broker until the LOI has been countersigned. Once the countersigned LOI has been received then follow: Phase 2 Transition Process 
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