Wrap Up Meeting Scheduled 🎉
Don't Leave This Page Until You've Read This!👇
Thank you for scheduling your Account Wrap Up Meeting! In this call, we’ll go over your entire account one more time to answer any last questions, talk about your experience, and wrap up the implementation process.
After this call, although we’re no longer actively building new things in your account for you, we’re still happy to answer any questions that pop up on your journey via our support channels.
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