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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@WellManagedAmber

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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?

    <p>Attach it to the customer account section in ClickUp.</p> Signup and view all the answers

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

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

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

    <p>Use Fathom recorder or record in Zoom directly.</p> Signup and view all the answers

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

    <p>Mark it as complete</p> Signup and view all the answers

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

    <p>Meet biweekly until data collection is finished</p> 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.

    <p>2 business days</p> Signup and view all the answers

    What is recommended when mentioning the auditing standards call?

    <p>Requesting assistance from risk management</p> Signup and view all the answers

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

    <p>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</p> Signup and view all the answers

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