Before the Pre-Launch Call Checklist


Thank you! Your onboarding form submission has been successfully received.

Finally, please confirm the following checklist items before your pre-launch call.

 

  1. Did you read the Knowledgebase twice?


  2. Have you familiarized yourself with the terms and conditions of the agreement? (renewals, pauses, payment, ongoing obligations, etc.)


  3. Is your pre-launch call scheduled with your account manager?


  4. Have you received a copy of the sales presentation?


  5. Have you logged into clients.financevine.ca and familiarized yourself with the self-serve portal?


  6. Do you have your questions (if any) prepared for your pre-launch call?

 

 

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Document name: Before the Pre-Launch Call Checklist
lock iconUnique Document ID: 9d24cb1dc8a1561bfb225feaae7789b6b81d0dab
Timestamp Audit
2 April 2025 2:51 pm EDTBefore the Pre-Launch Call Checklist Uploaded by Ryan Kellock - [email protected] IP 142.118.248.243
6 May 2025 12:35 pm EDTRyan Kellock - [email protected] added by Ryan Kellock - [email protected] as a CC'd Recipient Ip: 142.118.248.243
6 May 2025 12:37 pm EDTRyan Kellock - [email protected] added by Ryan Kellock - [email protected] as a CC'd Recipient Ip: 142.118.248.243
6 May 2025 12:38 pm EDTRyan Kellock - [email protected] added by Ryan Kellock - [email protected] as a CC'd Recipient Ip: 142.118.248.243
6 May 2025 12:44 pm EDTRyan Kellock - [email protected] added by Ryan Kellock - [email protected] as a CC'd Recipient Ip: 142.118.248.243
6 May 2025 12:46 pm EDTRyan Kellock - [email protected] added by Ryan Kellock - [email protected] as a CC'd Recipient Ip: 142.118.248.243
6 May 2025 12:46 pm EDTRyan Kellock - [email protected] added by Ryan Kellock - [email protected] as a CC'd Recipient Ip: 142.118.248.243
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