We’ve compiled a simple pre- and post-launch checklist to ensure a smooth and successful launch. Taking a few moments to review these items will set you up for optimal results from the start.
Before Your Pre-Launch Call: Laying the Foundation
This initial call with your dedicated account manager is a crucial step. Come prepared by ensuring you’ve ticked off the following:
- Did you read the Knowledgebase twice? Our comprehensive Knowledgebase holds a wealth of information designed to answer many of your initial questions and provide valuable insights into our processes. A thorough understanding here will make our partnership even more effective.
- Have you familiarized yourself with the terms and conditions of the agreement? Understanding the specifics around renewals, pauses, payment structures, and your ongoing obligations is key to a transparent and mutually beneficial relationship.
- Is your pre-launch call scheduled with your account manager? If not, please reach out to coordinate a time that works for both of you.
- Have you received a copy of the sales presentation? Reviewing this will give you a clear understanding of how FinanceVine generates leads and the value proposition for potential clients.
- Have you logged into clients.financevine.ca and familiarized yourself with the self-serve portal? This portal is your hub for managing leads, tracking progress, and accessing important resources. Getting comfortable with it early on will save you time later.
- Do you have your (if any) questions prepared for your pre-launch call? This is your opportunity to clarify any points and ensure you have all the information you need.
After Your Pre-Launch Call: Getting Ready to Grow
Once you’ve connected with your account manager, confirm the following to ensure a seamless transition into receiving leads:
- Did you confirm when you’ll be added to the lead flow from your account manager? Knowing the timeline allows you to plan accordingly.
- Did you receive a copy of the pre-launch materials? This may include additional resources discussed during your call.
- Do you know the helpdesk email? Having this handy will allow you to quickly reach our support team if any issues arise.
- Do you know your account manager’s direct phone number? Maintaining direct communication with your account manager ensures efficient support.
- Anything else you require before receiving your first lead? Don’t hesitate to voice any remaining needs or concerns. We’re here to support you every step of the way.
By completing these simple checklists, you’ll be well-prepared to leverage FinanceVine’s systems and connect with qualified leads.