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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.
Enterprise Technical Demo
Reminder Structure:
Initial Confirmation:
- Meeting details
- Preparation requirements
- Calendar attachment
48 Hour Reminder (Email):
- Technical prerequisites
- Attendee confirmation
- Documentation links
24 Hour Reminder (Email + SMS):
- Final checklist
- Meeting link
- Contact information
1 Hour Reminder (SMS):
- Quick join link
- Backup dial-in
- Support contact
Reminder Rules:
Rule 1:
- Criteria: Enterprise_Meeting = TRUE
- Sequence: Full_Enterprise_Sequence
Rule 2:
- Criteria: Technical_Demo = TRUE
- Sequence: Technical_Preparation_Sequence
Rule 3:
- Criteria: First_Meeting = TRUE
- Sequence: New_Customer_Sequence
Rule 4:
- Criteria: Standard_Meeting = TRUE
- Sequence: Standard_Reminder_Sequence
Reminder Structure:
Initial Confirmation:
- Implementation overview
- Team preparation guide
- Resource checklist
72 Hour Reminder (Email):
- System requirements
- Stakeholder list
- Access verification
48 Hour Reminder (Email + SMS):
- Technical verification
- Team confirmation
- Documentation review
2 Hour Reminder (SMS):
- Final confirmation
- Quick access link
- Support escalation
Reminder Rules:
Rule 1:
- Criteria: Enterprise_Implementation = TRUE
- Sequence: Enterprise_Implementation_Flow
Rule 2:
- Criteria: Data_Migration = TRUE
- Sequence: Technical_Migration_Flow
Rule 3:
- Criteria: Multi_Team = TRUE
- Sequence: Stakeholder_Coordination_Flow
Rule 4:
- Criteria: Standard_Implementation = TRUE
- Sequence: Standard_Implementation_Flow
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