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Before the Pre-Launch Call Checklist

Ryan Kellock

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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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wpesig-user-profile

Before the Pre-Launch Call Checklist

Ryan Kellock

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