Implementation Overview

5 single words or less

Elements of a successful implementation

Text to 22333

Who's Involved?

Sales Rep

• close opportunity state
• change pipeline stage
• forward contract/proposal to JoAnn
• notify Jan to schedule implementation

JoAnn

• upload signed contract in Insightly

Implementation Specialist (within 48 hrs)

• convert opportunity into new project
• schedule sales transition call
• send request for Discovery Meeting
• schedule Discovery Meeting

Within 10 business days

• conduct Discovery Mtg
• change stage to "OK to invoice"
• create Year 'X' plan & send to client (Trello)
• schedule trainings

Kahoot to review

Deliverables in Plan

• Annual goal(s) and evidence of success
• Go-Live Date
• Configuration
• Professional Learnings
• Check-ins (two to three times within the year)