Reseller in practice: your customer gets started on their own

Result first: The customer gets started on their own

Hello and welcome to the PaperOffice AI Academy. The last episode of the partner series is about working as a reseller in practice: your customer should get started on their own. First, the result. Marcus Reyes from Norvexa has looked at the sample data, extracted his first invoice and knows where to get help: in the Academy and from you. And you keep an eye on plans and additional usage. This requires four things: a demo with the sample data, the first step in the app, the path to the Academy, and a clear support channel. Finally, your view on plans and overage limits.

Chapter 1: The demo with sample data

For the first demo, you don’t need any of your customer’s data. Every new account comes with the Northstar Workspace, full of sample documents that have already been extracted. Show an invoice with its fields and ask the agent a question about it. That way, your customer sees within minutes what PaperOffice does with their own documents. In its response, the agent even points out that this invoice may have been received twice.

Chapter 2: The first step in the app

Your customer does not start alone. Their start page is called Learn. At the top is the first step: Extract your first invoice, with their own invoice or a sample invoice. PaperOffice reads the amount, date, and sender. The summary allows your customer to immediately see who issued the sample invoice and the total amount. The data fields become available as soon as the extraction process is complete. Below that follow guided sessions directly in the app and the films of the Academy. For the first few days, recommend the guided sessions to your customer in this order: first Learn the interface, then First document live, and after that the areas they really need.

Chapter 3: The Academy

Additionally, send your customer the link to the Academy. The learning path Document AI and DMS explains in short lessons how to create Workspaces, import documents, and ask questions. Everything is publicly accessible and can be used without an appointment, including for your customer’s entire team.

Chapter 4: Support through you

When your customer needs help, they come to you first: the support page shows your name, your logo and your notice. Keep this notice up to date with the way you are truly reachable. Your customer still has direct access to PaperOffice.

Chapter 5: Keep an eye on plans and overage limits

In your customer list, you can see each customer along with their plan and status. As your customer grows, switch the plan under Manage customer. An upgrade takes effect immediately and is charged from your wallet, while a downgrade takes effect at the start of the next billing period. With the overage limit, you cap the additional usage per customer. Once the limit is reached, the app blocks further blocks and further additional usage. A common mistake is setting a limit that is too tight: your customer will only notice it once the additional usage has been blocked. Therefore, agree with them on how much additional usage per month is acceptable and set the limit accordingly. In the reseller wallet, you can see the status of each customer’s blocks and their limit. In summary: Display the sample data, let your customer start with their first invoice, direct them to the Academy, keep your support notice up to date, and keep an eye on plans and overage limits. Now you know the partner program from the application to an active customer. You can find all episodes in the Academy. Until next time in the PaperOffice AI Academy.