Course curriculum

  1. 1

    • Welcome to Customer Success Onboarding!

    • Week 1: Navigation Guide

    • CS Toolkit Introduction

    • Trulioo 101

    • Trulioo 101: Apply Your Learning!

    • Customer Success and Trulioo Teams

    • Customer Success and Trulioo Teams: Apply Your Learning!

    • How Do Customers Interact With Our Tech

    • How Do Customers Interact With Our Tech: Knowledge Check

    • Engaging Support: How to Ask Technical Questions

    • Engaging Support: Knowledge Check

    • Personal Identifiable Information (PII) Management

    • PII Management: Knowledge Check

    • Customer Portal Basics

    • Customer Portal Basics: Apply Your Learning!

    • Trulioo Main Product Introduction

    • Intro to eIDV (Identity Verification) + Product Demo

    • Intro to DocV (Document Verification)

    • Intro to KYB (Know Your Business) + Product Demo

    • Trulioo Products: Knowledge Check

    • How Does Our Pricing Work?

    • Pricing and Contracts: Knowledge Check

    • Optional Activity: Week 1

    • Feedback Survey: Week 1

    • Self Reflection Survey: Week 1

    • Week 1 Complete Certificate
  2. 2

    • Week 1: Recap

    • Week 2: Navigation Guide

    • WebForms and APIs

    • How And Why Our Top Clients Use Trulioo

    • How And Why Our Top Clients Use Trulioo: Apply Your Learning!

    • Trulioo Case Studies

    • Trulioo Case Studies: Apply Your Learning!

    • Onboarding: Building a Verification Workflow

    • Data Source 101

    • Data Source 101: Knowledge Check

    • Data Source 101: Apply Your Learning!

    • What Is EmbedID and Its Application?

    • What is an Image Capture SDK?

    • EmbedID and Image Capture SDK Applications: Knowledge Check

    • What Are "Low Match Rates" ?

    • Low Match Rates: Apply Your Learning!

    • Data Science Team's Collaborations with CS

    • Data Science Team's Collaborations with CS: Knowledge Check

    • Technology Product Development Lifecycle

    • Technology Product Development Lifecycle: Apply Your Learning!

    • Optional Activity: Week 2

    • Feedback Survey: Week 2

    • Self Reflection Survey: Week 2

    • Week 2 Complete Certificate
  3. 3

    • Week 2: Recap

    • Week 3: Navigation Guide

    • Account Stages (Demo vs. Trial)

    • Account Stages (Demo vs. Trial): Knowledge Check

    • Client Onboarding (Enterprise)

    • Client Onboarding (Enterprise): Knowledge Check

    • What are Data Source Outages and How Are They Addressed

    • What are Data Source Outages and How Are They Addressed: Knowledge Check

    • Strategies for Customer Engagement

    • Land and Expand Model

    • Land and Expand Model: Apply Your Learning!

    • Customer Due Diligence

    • Customer Due Diligence: Apply Your Learning!

    • Why Choose Trulioo Over Data Sources Directly

    • Why Choose Trulioo over Data Sources Directly: Apply Your Learning!

    • CSM ONLY: Assessment

    • IS/CE ONLY: Assessment

    • Optional Activity: Week 3

    • Feedback Survey: Week 3

    • Self Reflection Survey: Week 3

    • Week 3 Complete Certificate
  4. 4

    • Week 3 Recap

    • Week 4: Navigation Guide

    • Conducting Customer Discovery and White Space

    • Conducting Customer Discovery and White Space: Apply Your Learning!

    • How to Optimize Performance on Each Product

    • Client Facing Interactions

    • Client Facing Interactions: Apply Your Learning!

    • Trulioo Competitors and Competitive Analysis

    • Trulioo Competitors and Competitive Analysis: Knowledge Check

    • Trulioo Competitors and Competitive Analysis: Apply Your Learning!

    • Consumer Disputes

    • Consumer Disputes: Apply Your Learning!

    • Batches (What, Why, How)

    • Batches: Knowledge Check

    • Quarterly Business Reviews (QBRs) (What, Why, How)

    • Quarterly Business Reviews (QBRs) (What, Why, How) - Knowledge Check

    • Customer Termination

    • Customer Termination: Knowledge Check

    • Optional Activity: Week 4 Discussion

    • Week 4 Recap

    • Feedback Survey: Month 1

    • Self Reflection Survey: Week 4

    • Week 4 Complete Certificate
  5. 5

    • Recommended Timeline

    • Access List

    • Intro to Google Suite

    • Intro to Zoom

    • Intro to Slack

    • Intro to JIRA and Confluence

    • Intro to JIRA and Confluence: Apply Your Learning!

    • Intro to Freshdesk

    • Intro to Lattice

    • Intro to Lattice: Knowledge Check

    • Intro to Gong

    • Intro to Gong: Apply Your Learning!

    • Intro to Highspot

    • Intro to Tableau

    • Intro to Catalyst (CSM and IS)

    • Intro to ChurnZero (Retired)

    • Intro to Salesforce

    • Intro to Reachdesk (CSMs)

    • Activity Links For Your Reference