1️⃣Kick-off Call
In the Kick-off Call, we will introduce key stakeholders and collaboratively plan for a successful implementation. We'll discuss implementation goals, key dates, training sessions, and next steps, and develop a custom Success Plan. Additionally, we'll conduct basic data checks and provide a system navigation overview.
✓ Introduction of all key stakeholders
✓ Review goals and timeline
✓ Identify key contacts for different modules
✓ Discuss key dates and training sessions
✓ Review data required for account building
✓ Outline pre-training task and next steps
2️⃣Account BuildingLast updated