5 Questions to Ask Your Account Manager During Onboarding
When you partner with a Squarespace Enterprise account manager, you combine your in-depth industry knowledge with their platform expertise. This powerful combination is vital for strategizing your business goals, executing your creative vision, and ensuring your team stays on track.
Having a strong connection with your account manager greatly improves the effectiveness of your website. During your initial meeting, meaningful and productive questions establish a collaborative and successful relationship that enhances your experience on the Squarespace platform.
What to expect during your onboarding meeting
Your account manager is there to provide general guidance, custom training, access to technical experts, and tailored strategies to hit your specific business goals. While you’ll have ongoing access to them throughout the site-building process, the 30-minute onboarding session is your first opportunity to get acquainted. In this meeting, articulate your specific goals as they pertain to Squarespace Enterprise. Preparation will go a long way to making this a productive session.
While your account manager will likely be familiar with your industry, your specific input gives them space to identify and recommend tailored solutions. Take the opportunity to reflect on your goals beforehand. When your goals are thoughtful and specific, your account manager can move beyond generic solutions toward the specific strategies that drive success for your business.
Questions to ask your account manager
It’s important to keep your initial meeting streamlined and free of distractions so you can focus on laying out a roadmap that serves your goals. The following are five key prompts to keep you on track.
Tell me about your background at Squarespace
Account managers are Squarespace experts with years of experience. Throughout their careers, they’ve worked across disciplines supporting Squarespace customers and enterprise businesses. Getting a general feel for your account manager’s experience and expertise doesn’t just break the ice; it highlights how they can add unique value to you. Account managers have specific skills that can uncover new possibilities for your site. They can also direct you to other technical experts within the Squarespace ecosystem who can solve your specific challenges.
Can you share some success stories about other Squarespace Enterprise clients in my industry?
Your account manager is experienced and knowledgeable about a broad set of best practices across industries. Client success stories serve as valuable case studies, showcasing proven strategies and outcomes that can inspire and guide you toward achieving similar success. This instills confidence that you’re working with a trusted partner who understands your industry. By identifying strategies that have worked for similar companies, your account manager can help you replicate and adapt the wins they’ve seen.
What are the best times for me to contact you?
As an Enterprise customer, your account manager will address your queries and regularly check in with you. To get the most out of your account manager’s extensive product knowledge, it's important to establish how (and when) to best stay in touch. They may be in a different time zone or have different business hours, so it’s beneficial to ask about their preferred times of day for communication. This also helps expedite your account manager’s response to ensure a smooth partnership.
Your account manager can share guidance on the types of inquiries they’re best equipped to handle, and which should be directed to Squarepace’s Customer Support. Enterprise customers also receive 24/7 priority email support from experienced technical advisors.
How can I support you in training my team?
Every team is different. Sharing your knowledge about your team’s experience level, dynamics, and preferences is helpful for your account manager who wants to deliver the best possible personalized training. When you offer a clear sense of your goals, workflows, and guidelines, your account manager can provide the most relevant and effective guidance, ultimately leading to a more successful implementation of Squarespace Enterprise in your organization.
Where should we start?
There’s a lot to cover in an onboarding meeting, from site design to team collaboration workflows, security, and more. Your account manager has a wealth of Squarespace knowledge to get you where you need to go. Their general tips on site building, product optimization, productive workflows, and more can help get you and your team off to the best start.
Collaborating with your Squarespace Enterprise account manager
By establishing a clear vision and fostering a strong partnership with your Squarespace Enterprise account manager, you can work together toward a website that truly serves your business’s goals. Reach out to Squarespace Enterprise and get paired with an account manager who can unlock the full potential of your online presence.