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

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