B2B Student Onboarding - Curriculum only

Cornerstone Education Management
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8 steps
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12 seconds

Google Chat

Gmail

First step is to send the excel sheet to B2B so they can register the students:\ <https://docs.google.com/spreadsheets/d/1Xi5EPiO7S7VZfcgACB0i1QHK6aYklc67Etw68L8iEPg/edit#gid=136631740>

**CSM** checks the link every day to see if there are new students added

**B2B** Provides us with the info below: Student's full name\ Start date

B2B excel sheet must be completed

**CSM** creates a Contact in the CRM for the student ( If no Contact exists, create one.)

**CSM** schedules the Enrollment Call with the person in charge ( for the B2B )

**CSM** creates an Ed Plan to have it on our system once we confirm the courses they want to take

Do not send the Ed Plan to B2B ( this is for internal use only )

***CSM*** fills the form for the IT \ <https://southlands.wufoo.com/forms/w1h0zp9m0ak31mk/>

It might take up to 24 hours for IT to confirm that the students have been enrolled

**CSM** advises B2B that we are done with the onboarding and inform them that the access for their students are ready for the start date.

On the start date **CSM** shares the login info with the B2B