Initial Set Up Call Scheduled 🎉

Don't Leave This Page Until You've Read This!👇

Thank you for scheduling your Initial Set Up Meeting! In this call, we’ll set up your users, emails, and calendars. We need to have all this set up so we can finalize the account build.

Please note, this is NOT when you’ll start using the account. This is for us to make sure we have all the right users set up so we can develop the rest of the account out. We’re officially in the Develop & Migrate Phase. 🙌

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1. Assess ✅

Before we begin our journey together, we'll have you take our Flow Zone Assessment. This will give us a ton of helpful information about you and your business, your current technology systems, and what you'd like to see moved to Zoho.

Timeline: 3-7 days

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2. Investigate ✅

Now it's time to do a thorough investigation of your existing systems to make sure we get the Develop phase right the first time. You may need to answer some questions and complete a few basic tasks, but we'll mostly handle this phase on our own.

Timeline: 2-3 weeks

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3. Develop

We'll start building your account once we're both clear about the project details. This will include an initial round of set up, then migration from your current systems - all done for you.

Timeline: 2-5 weeks (depending on complexity)

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4. Implement

It's time to start using your system! You'll regularly meet with your Client Success Manager for 1:1 check-in sessions, have unlimited implementation access to help you remove friction and build better systems, and use SpeakerFlow University to learn the ins and outs of the tools.

Timeline: 60 days

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5. Graduate

Now that you're comfortable and confident using the essentials, you'll graduate from the Flow Zone process. From this point forward, you'll rely on SpeakerFlow University, our Support Center, and our Ongoing Implementation team to help you remove friction and continue improving your systems.

Start to Finish: 90-120 days

Questions or Concerns?

Need clarification about something? An update on our progress in your project? Or just want to check-in with our team? We’re here to help! 

Improve Your Systems in 10 Minutes or Less

Running your business doesn’t have to be a grind. Take our free Systems Check Up to identify the systems you need to stay out of the weeds once and for all.