Account Build Confirmation Meeting Scheduled 🎉
Don't Leave This Page Until You've Read This!👇
Thank you for scheduling your Account Build Confirmation Meeting! In this call, we’ll go through the entire account to ensure we didn’t miss anything. This is a necessary step to ensure a smooth migration from your other systems.
Please note, this is NOT when you’ll start using the account. This is for us to make sure we’ve built everything out properly. During this call, we’ll schedule your migration date and launch call.
We’re almost to the Launch & Train Phase. 🙌 That’s when we help you polish up the account and customize it more deeply.
If you have any questions, please don’t hesitate to reach out: [email protected].
1. Assess ✅
Here, we ask you to dream big. We'll find out what you want migrated, set up, and what your wishlist is to build the perfect system for you.
Timeline: 3-7 days
2. Investigate ✅
Next, we'll take what we've learned and dig deep into your current tech. This helps us plan the migration so we don't miss any automations, forms, or customization your account needs.
Timeline: 5-10 days
3. Develop & Migrate ✅
Then, we'll build your account custom to you. Once done, we'll decide on a migration date and move all your data over.
Timeline: 2-6 weeks (depending on complexity)
4. Launch & Train
Now that you're in the system and using it everyday, you'll find things you want to change or improve. You might also want additional training to improve your workflow. We're here for all of it!
Timeline: 30 days
5. Send Off
At about the 90 day mark, we'll have a send off call with all the resources and next steps you need to continuously be successful.
Start to Finish: 60-90 days