Groundwork Calls

Tier: Professional, Enterprise

Groundwork Calls and Recommended Attendees

Below is an overview of the calls we will have during the vision and groundwork phases with the focus and recommended attendees per call. We will gather information during these calls to finalize the project scope and plan before moving forward to the configure, train and launch phases.


Download and complete the Key Customer Roles and Calls Outline and return it to your CSM!

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