11 Questions
Where in smartsheets can the template sheets needed for data collection be found?
In the 'Internal Docs' shared workspace
In which smartsheets folder can the user permissions template be found for multi-property onboarding?
Multi-Property Onboarding
During the implementation, what should be done for each 'Parent' task completed?
Mark it as 'done' from the statuses options in ClickUp.
What should be done with the SOP Draft Template?
Attach it to the customer account section in ClickUp.
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.
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.
What should be done to mark a subtask as 'done' in ClickUp?
Mark it as complete
What should be done if the customer seems disorganized or there are delays?
Meet biweekly until data collection is finished
How long does it generally take for onboarding to provide ETCs? This includes data hygiene, extractions, and data configuration.
2 business days
What is recommended when mentioning the auditing standards call?
Requesting assistance from risk management
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
Quiz: "Preparing for Kickoff Calls and Guiding Customers Through the Implementation Process" Test your knowledge on the key steps involved in preparing materials for a kickoff calls as an Implementation Manager (IM). Learn how to effectively utilize asset lists provided by sales, create PowerPoint presentations, and customize templates for different project types. Enhance your skills to impress stakeholders and ensure a successful kickoff meeting. Don't forget to consider the nuances of language and content customization!
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