Set up and running with your 14 day trial
Your Onboarding Goal:
Show Leadership with Technology in a difficult time. Demonstrate clarity, leadership and professionalism with clear communication through the crisis when it matters most.
Your Onboarding goal:
To generate three client roadmaps with $10,000 budget in 10 days with the Audit tool.
Audit Tool Onboarding Action Steps:
1. Generate $10,000 budget in 3 roadmaps with the Audit tool
The Audit tool is ideal to generate client roadmaps with budgets.
- Learn how to use the COVID-19 Remote Work Readiness Audit
- Create 3 clients in the tool and add the COVID-19 Remote Work Readiness Audit Report to each
- Complete the Audit Scores for each client to see the issues and opportunities
- Complete the Audit Project Roadmaps by adding projects to the roadmaps
- Add budgets to the projects to the sum $10,000
- Create a snapshot and share with the clients online
2. COVID-19 Remote Work Readiness Audit Software Best Practices
Here you can learn best practices on how to get the most out of the Audit tool
- How to use the COVID-19 Remote Work Readiness Audit
- 5 steps to run effective client meetings remotely
- How to use Scorecards in a Report
- How to use Structured Meeting Reports
- How to Manage Client Roadmaps
- How to Import Connectwise Opportunities & Projects to Client Project Roadmaps
- How to edit Projects in Client Roadmaps
- How to share a report online
- How to personalize, protect and brand your online link shares
- How to see all Audit Scores in one place
- How to embed your video to the report for follow up
Help if you stuck:
If you get stuck don’t worry; search in help, ask us in chat, peek in the community discussions or access us in a 1-1 meeting or live training.
Access to help: