Every new point of contact (POC) added to an account should be provided with a demo.

If they have no idea what Designity is, the Customer Success Manager (CSM) should provide a full demo. If they are already familiar, the CSM should just go through a client portal overview.

Reach out to the CSM to either set up a separate call or join in on the next weekly call with your client.

The Creative Director should provide an overview of the work we've done, if needed. The Creative Director should also add the client to the Miro board (click here for instructions), and let the CSM know so they can give the new POC access to the client portal.

If the client needs to add an additional seat to the account, they can purchase the add-on to do so. Read more here.