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V2 – Avoid Expensive Mishaps, Wasted Time and Low User Adoption

We'll ensure your implementation, integration and team training is done right.
Implementation Roadmap
Step 1

Implementation Roadmap

During the launchpad phase we will work your in-house point person (or team), and layout an implementation road map based on your short-term goals, followed by long-term initiatives. This will include a full timeline, scheduled update meetings, critical milestones, testing phase, training dates and final roll-out. The roadmap is then presented to your key stakeholders, to ensure buy-in, which always results in higher user adoption rates.

Step Two of Four

360 Set-Up

We’ll take care of your entire system set-up from implementation, integration with other critical platforms, marketing campaign input, lead scoring and management, data merging, forms, emails… you get the idea.  We’ll have you up and running seamlessly ensuring the system is optimized for your usage and fits within your business culture.

Develop & Test
Third Step

Develop & Test

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Step Three of Four

Testing and Documentation

Before launch, we will test, test and test again, making sure everything is working flawlessly.  To ensure you have a clear picture of the system set-up, inside and out, ever process, flow, field and customization will be confidentially documented for you. This will be sealed into a system playbook that you can access at anytime to understand what is happening behind the scenes. Of course, we are always here to help you out if you get stuck or need an extra hand managing the platform.

Step Four of Four

Team Training By User Group

We don’t believe in one training system for all, instead, we formulate specialized training for you based on your users (skill set, tech savviness and intended platform usage).  We then  split your users into small groups for training sessions and when necessary provide one-to-one coaching. User adoption is critical for your system success and we ensure that before we’re done, each user is confident in using the system. Training can be done either in person or live online video.

Get started with a free 30 minute implementation consultation, during which you’ll discover how we can help you get up and running quickly and launch successfully.