This article will give an overview of the different stages within the Handshake Customer Lifecycle!
| Overall Stage Name |
Key Tasks |
| Training & Configuration |
- Completing Online Trainings
- Completing Institution Settings Configuration
- Beginning IT Discussions on SSO, Unblocking IPs / Domains, Student File
|
| Preparing for Employer Launch |
- Uploading Contact File
- Launching & Marketing to Employers
|
| Preparing for Student Launch |
- Uploading Student File
- Ensuring SSO & Unblocking are Complete
- Launching & Marketing to Students
|
| Live |
- Iterating on Institution Settings
- Finalising Workflows
- Continuing to Market to Students
- Continuing Education
|
| Handshake Achiever |
- Fully Utilising Different Areas of Handshake
- Focusing on Student Engagement over Internal Workflows
|
| Handshake Ambassador |
- Actively Answers Community Questions
- Requires little day to day support
|
Student Data Stages
| Stage Name |
Description |
| Not Discussed |
- Student file conversations have not begun
|
| Invited to Importer (survey completed) |
- IT POC has been added to the importer tool
|
| Initial upload uploaded/in review |
- At least one Student File has been uploaded for Handshake's review
|
| Initial upload imported |
- Initial student file has been processed, student data exists in Handshake
|
| Adding Additional Data to Sync |
- Additional student files pending
|
| Closed Won/All Data Uploaded |
- Student file upload complete
|
SSO Stages
| Stage Name |
Description |
| Not Discussed |
- IT POC has not been assigned or added to Handshake
|
| IT POC Assigned |
- IT POC has been added to Handshake with Manage SSO Permission
|
| IT Setting Up |
- IT POC is in Handshake and working through SSO Institution Settings
|
| SSO Setup/Awaiting Approval |
- SSO has been setup but not tested
|
| SSO Approved/Live |
- SSO has been successfully tested with a student account, ready to invite students
|
| Not Using SSO |
- SSO is not being used with Handshake at your institution
|
Employer Contact Data Stages
| Stage Name |
Description |
| Not Discussed (no survey or ticket) |
- No one has been added to the importer
|
| Invited to Importer (survey completed / Ticket created) |
- Contact has been added to the importer, but no file received
|
| Initial upload completed / In Review with support |
- Initial contact file uploaded, but changes are needed
|
|
Iterating on import with customer
|
- In communication about file and making changes
|
| Closed/Imported |
- Contacts have been uploaded, invalid contacts sent back
|
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