Prerequisite
Prior to joining this call, everyone should take our beginner onboarding course, available by clicking here.
Goals of the meeting
Align on business goals to ensure a successful rollout
Begin thinking about next steps for live transaction
Agenda
Introductions
Getting to know you and your workflow for deal closing
Discuss templates
Commonly missed items
ProDeal account administration
Next Steps
Send ProDeal template checklists
Schedule training call
Designate org admins, pro users, basic users