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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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