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
Meet on Action Items and Next Steps
Ryan to Send Order Form - Send today
Provide feedback on Order Form
Core Team Meeting
Field Team Meeting
Rarebreed Completes DocuSign/Shares Bulk Clinic Enrollment Information
Pawlicy Countersigns DocuSign
PM Meeting
Kick-Off Webinars with Clinics
120 Clinics Live on Pawlicy
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
August 8th - Pawlicy countersings Docusign
August 9th - Pawlicy presents to Rarebreed's Field Team—Ryan to Present
August 12th - Nicole to present to the Core Team
August 13th - Ryan sends list of clinics to integration partner for setup
August 23rd - Rarebreed Practice Manager Webinar—Ryan to Present
August 26th - 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
