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. 🙌
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: 2-3 weeks
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: 2-5 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. Wrap Up
At about the 90 day mark, we'll have a wrap up call with all the resources and next steps you need to continuously be successful.
Start to Finish: 60-90 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!