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Implementation Templates
We understand how daunting a blank page can be, so we’ve created templates that might be relevant to your industry for inspiration.
Major Industry Conference
Event Structure:
- Name: Industry Summit 2024
- Duration: 3 Days
- Location: Convention Center
Team Setup:
- Executive Team: CXO meetings
- Sales Team: Product demos
- Technical Team: Deep dives
- Solutions Team: Custom requirements
Meeting Types:
- Executive Briefing (60min)
- Product Demo (30min)
- Technical Deep Dive (45min)
- Custom Solution Review (45min)
Required Context:
- Account Status
- Primary Interest
- Meeting Objective
- Current Solutions
Routing Rules:
Rule 1:
- Criteria: Account_Tier = 'Strategic' AND Executive_Requested = TRUE
- Assignment: CXO + Regional_VP
Rule 2:
- Criteria: Technical_Interest = TRUE AND Current_Customer = TRUE
- Assignment: Solutions_Architect + Product_Manager
Rule 3:
- Criteria: Product_Interest = 'Enterprise'
- Assignment: Enterprise_AE + Solutions_Engineer
Rule 4:
- Criteria: First_Time_Attendee = TRUE
- Assignment: Product_Specialist
Event Structure:
- Name: Dental Innovation Summit
- Duration: 2 Days
- Location: Medical Center
Team Setup:
- Practice_Consultants: By specialty
- Technical_Specialists: By integration
- Training_Team: By system
- Support_Team: By region
Meeting Types:
- Practice Assessment (45min)
- Technical Overview (30min)
- Implementation Planning (60min)
- Training Preview (30min)
Required Context:
- Account Status
- Primary Interest
- Meeting Objective
- Current Solutions
Routing Rules:
Rule 1:
- Criteria: Practice_Type = 'DSO' AND Location_Count > 5
- Assignment: Enterprise_Consultant + Integration_Specialist
Rule 2:
- Criteria: EMR_System = 'Legacy' AND Migration_Interest = TRUE
- Assignment: Migration_Expert + Technical_Architect
Rule 3:
- Criteria: Specialty = 'Orthodontics'
- Assignment: Specialty_Consultant
Rule 4:
- Criteria: Training_Interest = TRUE
- Assignment: Training_Specialist
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