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Customer Success Kick Off: Our Director of Customer Success would love to meet with you, introduce the team, ensure you know how to get support, andensure you’re happy with our team.
Technical Kick Off Meeting - Meet with your technical team to discuss details of the implementation, review API guides, and ensure you get started on the right path. Technical Kick-off Guide.
Form Setup - our Our forms teams should meet with your team to hand off the forms and get them built the right way the first time.
Ongoing Status Meetings - if If you’d like us to participate in any of your periodic meetings, please invite us to join, and we will.
Field Mapping Training - we We recommend having your team sit down with us to review our field mapping methodology to ensure you implement Quik! in the best, lowest-cost way. Field Mapping Guide
Form Group Setup - if If you are going to set up a lot of form groups, let’s discuss how we can make that process easier for you by building the form groups in Excel and having us upload them into our system.
Webinars and Training - To the extent we can assist with outreach to your field, our marketing and service team are happy to help with ideas, content, delivery and execution of training programs.
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