To establish a consistent process for identifying, communicating, managing, and ultimately closing onboarding opportunities that have become At Risk due to merchant inactivity or onboarding obstacles.
The goal is to maximize merchant engagement, provide Sales and Implementation teams visibility into onboarding challenges, and ensure accounts are worked consistently before being closed.
This SOP applies to all onboarding opportunities, including:
Important: All deal types now follow the exact same At Risk process.
An account is considered At Risk when the onboarding team has made significant outreach efforts without meaningful progress or when an issue exists that prevents onboarding from moving forward.
Examples include: