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Training call agenda
Training call agenda
Vincent Alfieri avatar
Written by Vincent Alfieri
Updated over a week ago

Goals of the meeting

  • Focus in ensuring success on ProDeal rollout.

  • Align on best practices.


  • Status of templates

  • Status of PD use on an internal transaction

  • Best practices

    • Inviting colleagues to ProDeal

    • Building adoption

    • Kicking off a live transaction (course)

    • Inviting internal or external users

  • Discussing barriers to adoption

Next steps

  • Identify your first transaction

  • Schedule a check in call

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