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Preparing for Kickoff Calls and Guiding Customers Through the Implementation Process

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Preparing for Kickoff Calls and Guiding Customers Through the Implementation Process

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Questions and Answers

Where in smartsheets can the template sheets needed for data collection be found?

In the 'Construction Templates' folder

In the 'Internal Docs' shared workspace (correct)

In the 'Single Property Onboarding' folder

In the 'Multi-Property Onboarding' folder

In which smartsheets folder can the user permissions template be found for multi-property onboarding?

Construction Templates

Multi-Property Onboarding (correct)

Permissions Levels

Single Property Onboarding

During the implementation, what should be done for each 'Parent' task completed?

Create a subtask for it.

Mark it as 'done' from the statuses options in ClickUp. (correct)

Remove it from the project.

Assign it to another team member.

What should be done with the SOP Draft Template?

Attach it to the customer account section in ClickUp. Signup and view all the answers

What should be done immediately after the kickoff call with the customer?

Email the customer and attendees a recap email containing a high level summary of what was discussed. Signup and view all the answers

What should be done to ensure we can refer back to what was discussed during customer calls?

Use Fathom recorder or record in Zoom directly. Signup and view all the answers

What should be done to mark a subtask as 'done' in ClickUp?

Mark it as complete Signup and view all the answers

What should be done if the customer seems disorganized or there are delays?

Meet biweekly until data collection is finished Signup and view all the answers

How long does it generally take for onboarding to provide ETCs? This includes data hygiene, extractions, and data configuration.

2 business days Signup and view all the answers

What is recommended when mentioning the auditing standards call?

Requesting assistance from risk management Signup and view all the answers

What is the difference between an internal and external go-live?

Internal go-live refers to when an account is activated and access is granted to the customer, while external go-live refers to initiating contact to tenants/vendors and enabling auto-settings Signup and view all the answers