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Onboarding Plan

Welcome to Pawlicy's onboarding strategy and checklist for Rarebreed. We’re excited to help your team provide more complete care to all pets and reduce the liability of recommending a particular insurance provider.

Road Map & Timeline

Day 1

Meet on Action Items and Next Steps

Ryan to Send Order Form - Send today

Provide feedback on Order Form

Weeks 1-2

Core Team Meeting

Field Team Meeting

Rarebreed Completes DocuSign/Shares Bulk Clinic Enrollment Information

Pawlicy Countersigns DocuSign

Weeks 3-4

PM Meeting

Kick-Off Webinars with Clinics

Weeks 4-5

120 Clinics Live on Pawlicy

Weeks 6-7

Recap of information shared

Reinforce support options for leadership and clinic teams

Checklist for Rarebreed Leaders & Clinics

Pawlicy to present rollout to Rarebreed leadership team

Leadership team to align on the proposed Pawlicy Advisor rollout to clinics

June 4th - Ryan to send order form to Nicole

July 12th - Pawlicy presents to Rarebreed's Field Team—Ryan to Present

Proposed email to practice management team:

July 15th - Nicole to present to the Core Team

July 10th - Pawlicy countersings Docusign

July 26th - Rarebreed Practice Manager Webinar—Ryan to Present

July 29th - Rarebreed message start date and official launch!

Post Rollout Plan

Pawlicy to conduct standing meetings with Rarebreed leaders at Rarebreed's convenience

Review metrics important to the group

Strategize about new opportunities and communication methods

Share the latest Pawlicy Advisor updates 

Introductions to dedicated Pawlicy Customer Success Manager

Monthly reports emailed, highlighting performance and updated office hours for any questions or new hire training.

  • Overview of individual clinics' performance
  • Rarebreed to share feedback with Pawlicy Advisor
  • Learn new talk tracks (cadence of their choosing)
  • Onboard new employees eager to learn more about Pawlicy

Introduce Vetboxes to Rarebreed which include digital and physical assets for clinics:

Pawlicy works with regional teams for in-clinic activations

Here's to a successful onboarding! We're here to help as you go, so feel free to contact Ryan Champagne with any questions.

The Team at Pawlicy Advisor

Call us: (949) 842-7019

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