Training Meeting Scheduled 🎉
Don't Leave This Page Until You've Read This!👇
Thank you for scheduling a training call! Our goal in this call is to continue your training in the system and work out any questions you have. We’ll also discuss next steps as it relates to implementing the rest of the apps in the Flow Stack. You’re currently in the Launch & Train 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