{"id":29062,"date":"2022-09-19T17:39:40","date_gmt":"2022-09-19T17:39:40","guid":{"rendered":"https:\/\/www.process.st\/templates\/basic-customer-implementation-checklist\/"},"modified":"2024-02-29T05:27:06","modified_gmt":"2024-02-29T05:27:06","slug":"basic-customer-implementation-checklist","status":"publish","type":"post","link":"https:\/\/www.process.st\/templates\/basic-customer-implementation-checklist\/","title":{"rendered":"Basic Customer Implementation Checklist"},"content":{"rendered":"<section id=\"basic-implementation-checklist\">\n<h2>Basic Implementation Checklist:<\/h2>\n<div class=\"text-content\">\n<p><em>As of 5\/2\/2022:<\/em> A new version of this process street workflow should be created for each new implementation to ensure all the steps are followed.<\/p>\n<p>Note: Some of the steps won't be applicable due to either the edition or because they elected not to use certain features such as Automation\/Rules.<\/p>\n<\/p><\/div>\n<div class=\"image-content\">\n<figure> <a href=\"https:\/\/www.process.st\/templates\/wp-content\/uploads\/2024\/02\/jxufGlv1pRA5W21ULNtEUw.png\" alt=\"Basic Implementation Checklist:\" target=\"_blank\" rel=\"noopener\"> <img decoding=\"async\" loading=\"lazy\" src=\"https:\/\/www.process.st\/templates\/wp-content\/uploads\/2024\/02\/jxufGlv1pRA5W21ULNtEUw.png\"> <\/a><br \/>\n  <\/figure>\n<\/p><\/div>\n<\/section>\n<section id=\"prework\">\n<h2>Pre-Work:<\/h2>\n<\/section>\n<section id=\"a-sales-to-cs-handoff--sales\">\n<h2>a. Sales to CS Handoff - Sales<\/h2>\n<div class=\"text-content\">\n<p><span style=\"text-decoration: underline;\"><strong>Action:<\/strong><\/span>&nbsp; New Implementation is communication via Sales to CS, Sales marks deal in Pipedrive as \"Won\"<\/p>\n<ul>\n<li>The deal automatically communicates that the deal has been won in the \"Customer Success\" Teams Channel<\/li>\n<li>The customer's deal goes to the \"Pre-work\" section of the CS director's pipeline<\/li>\n<li>\n<ul><\/ul>\n<\/li>\n<\/ul><\/div>\n<\/section>\n<section id=\"b-assigning-of-new-implementation--director\">\n<h2>b. Assigning of New Implementation - Director<\/h2>\n<div class=\"text-content\">\n<ul>\n<li><strong><span style=\"text-decoration: underline;\">Timeline Duration:<\/span><\/strong> 1 day<\/li>\n<li><strong><span style=\"text-decoration: underline;\">Action:<\/span><\/strong> Director reviews Sales document and assigns to correct CS rep<a href=\"https:\/\/docs.google.com\/document\/d\/1ObCU64ljEMHhCXpePFRECZYBRNNgsLQ8t0libl8OEns\/edit\" rel=\"nofollow noopener\" target=\"_blank\">&nbsp;(example)<\/a>\n<ul>\n<li>Director creates folder for org in Customer Success Shared Drive <a href=\"https:\/\/drive.google.com\/drive\/folders\/15CaQnxHSDk_7iINz8pJan0V7TLh5TdeA\" rel=\"nofollow noopener\" target=\"_blank\">(Current Implementation Folder)<\/a><\/li>\n<li>Transfer Ownership of Pipedrive deal to responsible CS rep OR creates new deal for Add-Ons (ex. Legacy Internal Med)<\/li>\n<li>Insert any Persons on the team to Pipedrive&nbsp;<\/li>\n<\/ul>\n<\/li>\n<\/ul><\/div>\n<\/section>\n<section id=\"c--implementation-kick-off-email--sales\">\n<h2>c. \u2709\ufe0f Implementation Kick Off Email - Sales<\/h2>\n<div class=\"text-content\">\n<p><strong><span style=\"color: #e15951;\"><em>Customer-facing step*<\/em><\/span><\/strong><\/p>\n<ul>\n<li><span style=\"text-decoration: underline;\"><strong>Action<\/strong><\/span><strong>: <\/strong>Sales to send an email with brochures and introduces CS Rep<\/li>\n<li><em><strong>Note:<\/strong> <\/em>Same email thread should be used for CS Reps to organize the Discovery Call<\/li>\n<\/ul><\/div>\n<div class=\"text-content\">\n<h5><strong>Kick Off Email Template:<\/strong><\/h5>\n<\/p><\/div>\n<\/section>\n<section id=\"d--coordinate-discovery-call\">\n<h2>d. \u2709\ufe0f Coordinate Discovery Call<\/h2>\n<div class=\"text-content\">\n<p><strong><span style=\"color: #e15951;\"><em>Customer-facing step*<\/em><\/span><\/strong><\/p>\n<p><span style=\"text-decoration: underline;\"><strong>Important things to Keep In Mind:&nbsp;<\/strong><\/span><\/p>\n<ul>\n<li>Same email thread as sales<\/li>\n<li>Ask them if they prefer Google or Teams for a meeting link<\/li>\n<li>Be mindful of different time zones<\/li>\n<\/ul>\n<p>&nbsp;<span style=\"text-decoration: underline;\"><strong>Send:<\/strong><\/span><\/p>\n<ul>\n<li>Dates\/Times that work for your schedule within your initial responses\n<ul>\n<li>Bonus if you can include the Account Manager&nbsp;<\/li>\n<\/ul>\n<\/li>\n<li>Outline what to expect<a href=\"https:\/\/docs.google.com\/spreadsheets\/d\/1OwIOP3yPpb-mlpr4sxQ3eevJhgt383Nc\/edit#gid=275485330\" rel=\"nofollow noopener\" target=\"_blank\"><\/a><\/li>\n<li><a href=\"https:\/\/docs.google.com\/spreadsheets\/d\/1nHymB1yYPMf0y4WMaGMF64tQEmIzRdMy\/edit?rtpof=true\" rel=\"nofollow noopener\" target=\"_blank\">Data gathering Part 1<\/a><\/li>\n<li>Agenda (Need to Create one)<\/li>\n<li>Intake Form (Kelly to Complete)<\/li>\n<\/ul><\/div>\n<div class=\"text-content\">\n<p><span style=\"color: #007db6;\"><strong>Example CS Email&nbsp;<\/strong><\/span><\/p>\n<\/p><\/div>\n<\/section>\n<section id=\"e-prepare-for-discovery-call\">\n<h2>e. Prepare for Discovery Call<\/h2>\n<div class=\"text-content\">\n<ul>\n<li>Create a Google Calendar invite and send it to the organization&nbsp;<\/li>\n<li>Review Sales document. Here's a <a href=\"https:\/\/docs.google.com\/document\/d\/1ObCU64ljEMHhCXpePFRECZYBRNNgsLQ8t0libl8OEns\/edit\" rel=\"nofollow noopener\" target=\"_blank\">template<\/a> if Sales didn't use it for the closing of the deal<\/li>\n<li>Place the following in org's google folder\n<ul>\n<li>Create a discovery call document from sales document by copying it&nbsp;<\/li>\n<li>Make a copy of <a href=\"https:\/\/docs.google.com\/spreadsheets\/d\/1nHymB1yYPMf0y4WMaGMF64tQEmIzRdMy\/edit#gid=189478574\" rel=\"nofollow noopener\" target=\"_blank\">blank paste grids<\/a><\/li>\n<\/ul>\n<\/li>\n<li><span style=\"background-color: #ffd0b9;\">Ask a more tenured specialist to join you (new hire\/first-timer only)<\/span><\/li>\n<\/ul><\/div>\n<\/section>\n<section id=\"phase-1--info-gathering\">\n<h2>Phase 1 - Info Gathering:<\/h2>\n<\/section>\n<section id=\"a--discovery-call--customercs-coach\">\n<h2>a.  Discovery Call - Customer\/CS Coach<\/h2>\n<div class=\"text-content\">\n<p><span style=\"color: #e15951;\"><em><strong>Customer-facing*<\/strong><\/em><\/span><\/p>\n<ul>\n<li><strong>Timeline:<\/strong> No more than 1 week after Sales handoff&nbsp;<\/li>\n<li><strong>Duration:<\/strong> 1 hr<\/li>\n<li><strong>Agenda<\/strong>: Needed<\/li>\n<li><strong>Actions on Call:<\/strong>\n<ul>\n<li>Introductions<\/li>\n<li>Review Agenda<\/li>\n<li>Review Milestone visual<\/li>\n<li>Ask Questions of Customer\n<ul>\n<li>document created in the previous step<\/li>\n<\/ul>\n<\/li>\n<li>Answer Questions from Customer<\/li>\n<li>Explain Data Gathering Spreadsheet<\/li>\n<li>Review Next Steps<\/li>\n<\/ul>\n<\/li>\n<\/ul><\/div>\n<\/section>\n<section id=\"b--discovery-call-followup-email\">\n<h2>b. \u2709\ufe0f Discovery Call Follow-Up Email<\/h2>\n<div class=\"text-content\">\n<ul>\n<li><span style=\"color: #007db6;\"><strong>Good communication is the key to a successful implementation at Intrigma.<\/strong><\/span><\/li>\n<li><span style=\"color: #00b4a6;\"><strong>We don't wait for the customers to reach out to us for them to get their questions answered&nbsp;&nbsp;<\/strong><\/span><\/li>\n<li><span style=\"color: #333333;\"><strong>That is why every customer interaction we have should come with follow-up emails!<\/strong><\/span><\/li>\n<\/ul><\/div>\n<div class=\"text-content\">\n<p><strong>Discovery Call F\/U email should include:<\/strong><\/p>\n<ul>\n<li>An appreciation for their time\/efforts on the call&nbsp;<\/li>\n<li>Summary of the call - \"What did you achieve on the call together?\"<\/li>\n<li>Next steps - Data gathering\/Org Build&nbsp;<\/li>\n<li>Identification of any discussed deadlines their shooting for and what the dependencies are\n<ul>\n<li>Explaining that our org build cannot complete without their data so the timeline is dependent on when we get that back<\/li>\n<\/ul>\n<\/li>\n<li>Any other relevant details you'd wish to include<\/li>\n<\/ul>\n<\/p><\/div>\n<\/section>\n<section id=\"c--develop-timeline-for-customer\">\n<h2>c.  Develop timeline for customer<\/h2>\n<div class=\"text-content\">\n<ul>\n<li><strong><span style=\"text-decoration: underline;\">Timeline<\/span><\/strong>: 2-5 days from discovery call<\/li>\n<li><span style=\"text-decoration: underline;\"><strong>Action<\/strong><\/span>: Create Deadlines for Orgs to keep them on track?&nbsp;<\/li>\n<li>Customize Timeline document?\n<ul>\n<li><a href=\"https:\/\/docs.google.com\/spreadsheets\/d\/18pruAABHPKeRIJvERCR6YWscSFigbIy3OXF7n6Nn1vA\/edit#gid=0\" rel=\"nofollow noopener\" target=\"_blank\">Template<\/a><\/li>\n<\/ul>\n<\/li>\n<\/ul>\n<\/p><\/div>\n<\/section>\n<section id=\"phase-2--data-gathering--build--configuration\">\n<h2>Phase 2 - Data Gathering \/ Build &amp; Configuration:<\/h2>\n<\/section>\n<section id=\"a-start-organization-configuration\">\n<h2>a. Start Organization Configuration<\/h2>\n<div class=\"text-content\">\n<p><strong>Action:<\/strong> Creating the basics of the organization should now take place to get a head start!<\/p>\n<ul>\n<li>Specifically, all the steps up until 6B, \"<strong>Add shift types with paste grids\", <\/strong>can be completed using the document below\n<ul>\n<li><a href=\"https:\/\/intrigma.atlassian.net\/wiki\/spaces\/IA\/pages\/9895973\/How+to+Configure+a+New+Client+on+Intrigma+Scheduler\" rel=\"nofollow noopener\" target=\"_blank\">How to Configure an Org<\/a><\/li>\n<\/ul>\n<\/li>\n<\/ul><\/div>\n<div class=\"multi-select-content form-field-content\">\n<ul class=\"items\">\n<li class=\"item\">\n<div class=\"step-number-container\">\n<div class=\"step-number\">\n       1\n     <\/div>\n<\/p><\/div>\n<div class=\"step-checkbox-container\">\n<div class=\"step-checkbox\"><\/div>\n<\/p><\/div>\n<div class=\"item-name-static\">\n      Create a new account\n    <\/div>\n<\/li>\n<li class=\"item\">\n<div class=\"step-number-container\">\n<div class=\"step-number\">\n       2\n     <\/div>\n<\/p><\/div>\n<div class=\"step-checkbox-container\">\n<div class=\"step-checkbox\"><\/div>\n<\/p><\/div>\n<div class=\"item-name-static\">\n      Add Flags\n    <\/div>\n<\/li>\n<li class=\"item\">\n<div class=\"step-number-container\">\n<div class=\"step-number\">\n       3\n     <\/div>\n<\/p><\/div>\n<div class=\"step-checkbox-container\">\n<div class=\"step-checkbox\"><\/div>\n<\/p><\/div>\n<div class=\"item-name-static\">\n      Add Features\n    <\/div>\n<\/li>\n<li class=\"item\">\n<div class=\"step-number-container\">\n<div class=\"step-number\">\n       4\n     <\/div>\n<\/p><\/div>\n<div class=\"step-checkbox-container\">\n<div class=\"step-checkbox\"><\/div>\n<\/p><\/div>\n<div class=\"item-name-static\">\n      Load Modules\n    <\/div>\n<\/li>\n<li class=\"item\">\n<div class=\"step-number-container\">\n<div class=\"step-number\">\n       5\n     <\/div>\n<\/p><\/div>\n<div class=\"step-checkbox-container\">\n<div class=\"step-checkbox\"><\/div>\n<\/p><\/div>\n<div class=\"item-name-static\">\n      Create Sections\n    <\/div>\n<\/li>\n<li class=\"item\">\n<div class=\"step-number-container\">\n<div class=\"step-number\">\n       6\n     <\/div>\n<\/p><\/div>\n<div class=\"step-checkbox-container\">\n<div class=\"step-checkbox\"><\/div>\n<\/p><\/div>\n<div class=\"item-name-static\">\n      Configure Periods\n    <\/div>\n<\/li>\n<\/ul><\/div>\n<\/section>\n<section id=\"b--collect-info-gathering-part-1--cs-coachcustomer\">\n<h2>b. \u270f\ufe0f Collect Info Gathering Part 1 - CS Coach\/Customer<\/h2>\n<div class=\"text-content\">\n<p><strong>Action: <\/strong>Customer dependent but we should be checking in on a structured schedule to ensure that we are pushing them along<\/p>\n<ul>\n<li><em>Tip:<\/em> Use tasks in Google Calendar to create reminders to check in on the site.&nbsp;<\/li>\n<li><a href=\"https:\/\/docs.google.com\/spreadsheets\/d\/1-AMXYWNEwaa-flcV9p1SiSyhzQARgUP8\/edit#gid=189478574\" rel=\"nofollow noopener\" target=\"_blank\">Completed Data Gathering Part 1 example<\/a>\n<ul>\n<li><a href=\"https:\/\/docs.google.com\/spreadsheets\/d\/1-AMXYWNEwaa-flcV9p1SiSyhzQARgUP8\/edit#gid=189478574\" rel=\"nofollow noopener\" target=\"_blank\">Northern Louisiana<\/a><\/li>\n<\/ul>\n<\/li>\n<\/ul><\/div>\n<\/section>\n<section id=\"c-check-pipedrive\">\n<h2>c. Check Pipedrive<\/h2>\n<div class=\"text-content\">\n<p><strong>Action:<\/strong> Ensure all core team contacts have been added as \"Persons\" and associated with the organization<\/p>\n<ul>\n<li>Need to know the scheduler's contact information to do this. This should be included in Data Gathering Part 1<\/li>\n<\/ul><\/div>\n<\/section>\n<section id=\"d--convert-data-gathering-part-1-into-part-2\">\n<h2>d.  Convert Data Gathering Part 1 into Part 2<\/h2>\n<div class=\"text-content\">\n<ul>\n<li><span style=\"text-decoration: underline;\"><strong>Action<\/strong><\/span><strong>:<\/strong> Convert Data Gathering Part 1 into Part 2 and send it back to the customer to fill out\n<ul>\n<li>Northern Louisiana\n<ul>\n<li><a href=\"https:\/\/docs.google.com\/spreadsheets\/d\/1-AMXYWNEwaa-flcV9p1SiSyhzQARgUP8\/edit#gid=189478574\" rel=\"nofollow noopener\" target=\"_blank\">Completed Data Gathering Part 1 example<\/a><\/li>\n<li><a href=\"https:\/\/docs.google.com\/spreadsheets\/d\/1v-4ktRyzZfichfoCegRXZ4Jam8JRDXDj\/edit#gid=260097977\" rel=\"nofollow noopener\" target=\"_blank\">Converted Data Gathering Part 1 to Part 2 example<\/a>\n<ul>\n<li>Make a copy of this and copy and paste the users and shift types from Data gathering part 1 into it<\/li>\n<\/ul>\n<\/li>\n<\/ul>\n<\/li>\n<\/ul>\n<\/li>\n<\/ul><\/div>\n<\/section>\n<section id=\"e--collect-info-gathering-part-2--cs-coachcustomer\">\n<h2>e. \u270f\ufe0f Collect Info Gathering Part 2 - CS Coach\/Customer<\/h2>\n<\/section>\n<section id=\"d-paste-grids-for-shifts-types\">\n<h2>d. Paste Grids for Shifts Types<\/h2>\n<div class=\"text-content\">\n<p><strong>Action:<\/strong> Use Boolean Values in place of Xs. All cells with an \"X\" in them should be converted to TRUE and anything else should be converted to False<\/p>\n<p><em>Tips: <\/em>Use spell check and find\/replace within excel&nbsp;<\/p>\n<\/p><\/div>\n<\/section>\n<section id=\"e-build-user-groups\">\n<h2>e. Build User Groups<\/h2>\n<div class=\"text-content\">\n<p>Build User Groups from Data Gathering + an \"All Users\"&nbsp;<\/p>\n<\/p><\/div>\n<div class=\"multi-select-content form-field-content\">\n<ul class=\"items\">\n<li class=\"item\">\n<div class=\"step-number-container\">\n<div class=\"step-number\">\n       1\n     <\/div>\n<\/p><\/div>\n<div class=\"step-checkbox-container\">\n<div class=\"step-checkbox\"><\/div>\n<\/p><\/div>\n<div class=\"item-name-static\">\n      Add User Group: Settings &gt; User Groups &gt; New User Group\n    <\/div>\n<\/li>\n<li class=\"item\">\n<div class=\"step-number-container\">\n<div class=\"step-number\">\n       2\n     <\/div>\n<\/p><\/div>\n<div class=\"step-checkbox-container\">\n<div class=\"step-checkbox\"><\/div>\n<\/p><\/div>\n<div class=\"item-name-static\">\n      Add User Group to User List: Settings &gt; User List &gt; Check Off \"All Users\"\n    <\/div>\n<\/li>\n<\/ul><\/div>\n<\/section>\n<section id=\"f-paste-grids-for-user\">\n<h2>f. Paste Grids for User<\/h2>\n<\/section>\n<section id=\"g-miscellaneous-setup-if-applicable\">\n<h2>g. Miscellaneous Setup (if applicable)<\/h2>\n<div class=\"select-field-content form-field-content\">\n<div class=\"form-group\"> <label> Swap\/Trade Approval Setup <\/label> <select disabled class=\"form-control\"><option value=\"An option will be selected here\">An option will be selected here<\/option><\/select>\n  <\/div>\n<\/p><\/div>\n<div class=\"text-content\">\n<p><strong><span style=\"color: #00b4a6;\">Open Shift Setup <\/span><\/strong><span style=\"color: #00b4a6;\"><em>(If Applicable)<\/em><\/span><\/p>\n<\/p><\/div>\n<div class=\"multi-select-content form-field-content\">\n<ul class=\"items\">\n<li class=\"item\">\n<div class=\"step-number-container\">\n<div class=\"step-number\">\n       1\n     <\/div>\n<\/p><\/div>\n<div class=\"step-checkbox-container\">\n<div class=\"step-checkbox\"><\/div>\n<\/p><\/div>\n<div class=\"item-name-static\">\n      Open Dummy User Created\n    <\/div>\n<\/li>\n<li class=\"item\">\n<div class=\"step-number-container\">\n<div class=\"step-number\">\n       2\n     <\/div>\n<\/p><\/div>\n<div class=\"step-checkbox-container\">\n<div class=\"step-checkbox\"><\/div>\n<\/p><\/div>\n<div class=\"item-name-static\">\n      Open Shift Color Determined\n    <\/div>\n<\/li>\n<li class=\"item\">\n<div class=\"step-number-container\">\n<div class=\"step-number\">\n       3\n     <\/div>\n<\/p><\/div>\n<div class=\"step-checkbox-container\">\n<div class=\"step-checkbox\"><\/div>\n<\/p><\/div>\n<div class=\"item-name-static\">\n      Open User Added to \"All Users\" User Group and Added to Schedule\n    <\/div>\n<\/li>\n<li class=\"item\">\n<div class=\"step-number-container\">\n<div class=\"step-number\">\n       4\n     <\/div>\n<\/p><\/div>\n<div class=\"step-checkbox-container\">\n<div class=\"step-checkbox\"><\/div>\n<\/p><\/div>\n<div class=\"item-name-static\">\n      Not Applicable\n    <\/div>\n<\/li>\n<\/ul><\/div>\n<div class=\"multi-choice-content form-field-content\">\n<div class=\"form-group\"> <label> Request Type Setup (select all that apply) <\/label> <select disabled class=\"form-control\"><option value=\"\">Multiple options can be selected from this list<\/option><\/select>\n  <\/div>\n<ul class=\"items\">\n<li class=\"item\">\n<div class=\"step-number-container\">\n<div class=\"step-number\">\n       1\n     <\/div>\n<\/p><\/div>\n<div class=\"step-checkbox-container\">\n<div class=\"step-checkbox\"><\/div>\n<\/p><\/div>\n<div class=\"item-name-static\">\n      Off Fixed Time\n    <\/div>\n<\/li>\n<li class=\"item\">\n<div class=\"step-number-container\">\n<div class=\"step-number\">\n       2\n     <\/div>\n<\/p><\/div>\n<div class=\"step-checkbox-container\">\n<div class=\"step-checkbox\"><\/div>\n<\/p><\/div>\n<div class=\"item-name-static\">\n      Off Specific Shift\n    <\/div>\n<\/li>\n<li class=\"item\">\n<div class=\"step-number-container\">\n<div class=\"step-number\">\n       3\n     <\/div>\n<\/p><\/div>\n<div class=\"step-checkbox-container\">\n<div class=\"step-checkbox\"><\/div>\n<\/p><\/div>\n<div class=\"item-name-static\">\n      Off Floating Times\n    <\/div>\n<\/li>\n<li class=\"item\">\n<div class=\"step-number-container\">\n<div class=\"step-number\">\n       4\n     <\/div>\n<\/p><\/div>\n<div class=\"step-checkbox-container\">\n<div class=\"step-checkbox\"><\/div>\n<\/p><\/div>\n<div class=\"item-name-static\">\n      Work Fixed Time\n    <\/div>\n<\/li>\n<li class=\"item\">\n<div class=\"step-number-container\">\n<div class=\"step-number\">\n       5\n     <\/div>\n<\/p><\/div>\n<div class=\"step-checkbox-container\">\n<div class=\"step-checkbox\"><\/div>\n<\/p><\/div>\n<div class=\"item-name-static\">\n      Work Specific Shift\n    <\/div>\n<\/li>\n<li class=\"item\">\n<div class=\"step-number-container\">\n<div class=\"step-number\">\n       6\n     <\/div>\n<\/p><\/div>\n<div class=\"step-checkbox-container\">\n<div class=\"step-checkbox\"><\/div>\n<\/p><\/div>\n<div class=\"item-name-static\">\n      Work Floating Times\n    <\/div>\n<\/li>\n<li class=\"item\">\n<div class=\"step-number-container\">\n<div class=\"step-number\">\n       7\n     <\/div>\n<\/p><\/div>\n<div class=\"step-checkbox-container\">\n<div class=\"step-checkbox\"><\/div>\n<\/p><\/div>\n<div class=\"item-name-static\">\n      Not Applicable\n    <\/div>\n<\/li>\n<\/ul><\/div>\n<div class=\"multi-choice-content form-field-content\">\n<div class=\"form-group\"> <label> Request Deadline Set <\/label> <select disabled class=\"form-control\"><option value=\"\">Multiple options can be selected from this list<\/option><\/select>\n  <\/div>\n<ul class=\"items\">\n<li class=\"item\">\n<div class=\"step-number-container\">\n<div class=\"step-number\">\n       1\n     <\/div>\n<\/p><\/div>\n<div class=\"step-checkbox-container\">\n<div class=\"step-checkbox\"><\/div>\n<\/p><\/div>\n<div class=\"item-name-static\">\n      Yes\n    <\/div>\n<\/li>\n<li class=\"item\">\n<div class=\"step-number-container\">\n<div class=\"step-number\">\n       2\n     <\/div>\n<\/p><\/div>\n<div class=\"step-checkbox-container\">\n<div class=\"step-checkbox\"><\/div>\n<\/p><\/div>\n<div class=\"item-name-static\">\n      Not Applicable\n    <\/div>\n<\/li>\n<li class=\"item\">\n<div class=\"step-number-container\">\n<div class=\"step-number\">\n       3\n     <\/div>\n<\/p><\/div>\n<div class=\"step-checkbox-container\">\n<div class=\"step-checkbox\"><\/div>\n<\/p><\/div>\n<div class=\"item-name-static\">\n      (Untitled Option)\n    <\/div>\n<\/li>\n<\/ul><\/div>\n<div class=\"text-field-content form-field-content\">\n<div class=\"form-group\"> <label> Tracker Setup (Enter \"N\/A\" if not applicable) <\/label><br \/>\n   <input type=\"text\" placeholder=\"Something will be typed here...\" disabled class=\"form-control\">\n  <\/div>\n<\/p><\/div>\n<\/section>\n<section id=\"h-confirm-organization-configuration-is-complete\">\n<h2>h. Confirm organization configuration is complete<\/h2>\n<div class=\"text-content\">\n<ul>\n<li>This step is VERY important for sites that are ADD ONs\n<ul>\n<li>Example - Legacy Health<\/li>\n<\/ul>\n<\/li>\n<\/ul><\/div>\n<div class=\"select-field-content form-field-content\">\n<div class=\"form-group\"> <label> Is this site an Add-On to a Larger Healthcare Entity? <\/label> <select disabled class=\"form-control\"><option value=\"An option will be selected here\">An option will be selected here<\/option><\/select>\n  <\/div>\n<\/p><\/div>\n<\/section>\n<section id=\"i--inform-billing-department-of-completion\">\n<h2>i. \u26a1\ufe0f Inform Billing Department of Completion<\/h2>\n<\/section>\n<section id=\"phase-3--testingreview\">\n<h2>Phase 3 - Testing\/Review:<\/h2>\n<\/section>\n<section id=\"a--schedule-scheduleradmin-training\">\n<h2>a. \u2709\ufe0f Schedule Scheduler\/Admin Training<\/h2>\n<div class=\"text-content\">\n<p><span style=\"color: #e15951;\"><em><strong>Customer-facing*<\/strong><\/em><\/span><\/p>\n<ul>\n<li><span style=\"color: #333333;\"><strong>When: <\/strong>After the organization has been fully configured<\/span>\n<ul>\n<li><span style=\"color: #333333;\">Dependent on data gathering completion but ideally 1-3 weeks after the discovery call<\/span><\/li>\n<\/ul>\n<\/li>\n<li><strong><span style=\"color: #333333;\">Who: <\/span><\/strong><span style=\"color: #333333;\">This should only include the admin from the account<\/span><\/li>\n<\/ul><\/div>\n<\/section>\n<section id=\"b-prepare-for-training\">\n<h2>b. Prepare for Training<\/h2>\n<div class=\"text-content\">\n<p><strong>Action:<\/strong> Create personalized agenda from this <a href=\"https:\/\/drive.google.com\/drive\/folders\/1dRR0nrbYg6ioSAJBPkIWzsbKdkvJGq7e\" rel=\"nofollow noopener\" target=\"_blank\">template<\/a><\/p>\n<\/p><\/div>\n<\/section>\n<section id=\"c--conduct-training\">\n<h2>c.  Conduct Training<\/h2>\n<div class=\"text-content\">\n<p><strong><span style=\"color: #e15951;\">Customer facing**<\/span><\/strong><\/p>\n<ul>\n<li><span style=\"color: #333333;\">Make sure to record the training <\/span><\/li>\n<\/ul><\/div>\n<div class=\"textarea-field-content form-field-content\">\n<div class=\"form-group\"> <label> ROI Metrics <\/label> <textarea placeholder=\"Something will be typed here...\" rows=\"3\" disabled class=\"form-control\"><\/textarea>\n  <\/div>\n<\/p><\/div>\n<\/section>\n<section id=\"d-create-scheduler-accounts\">\n<h2>d. 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