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
|