Action Items

• Managed Services by next Friday

By Tuesday

What do you have left?

• 2025-01-27: Establish PoC Process Requirement Document
• New Document
• 2025-01-27: Working Agreement Onboarding to Support
• A mostly internal document from Onboarding to Support
• List of tempates and checklists
• OWN ONBOARDING
• Version Control: Probably pulled from engneer
• There will be custom code
• Have persistent backup of Audience Builder
• May need some checklists to determine what we need
• Make a list of things to have a support lists and templates
• The what rather than the details
• Making an estimate of Onboarding time period
• Number of onboarding on schedule…
• Sales Engineer to Onboarding engineer of tech and base goals

Being too Pushy

I am doing an ok balance from Karim