"The Process"
A. Pre-Sale Documentation
- Tracker Quote/Investment Summary Estimate
- Understanding The Tracker Quote
- Tracker System Requirements Document
- Tracker Training Overview Document
B. Pre-Installation
- Digital "Welcome Aboard" Package Including
- Form A Tracker License Agreement
- Form B Data Conversion Agmt (if applicable)
- Final Invoice
- Hardware Quotation Review
- Pre-Installation Questionnaire
- Pre-Training Questionnaire
C. Post-Tracker Installation
- Post-Training Survey
- Advanced/On-going Training/Consulting
- Program Updates
- Quarterly Newsletters
- Annual Survey to Clients
A documented guide to ensure a smooth Tracker implementation process and continued success.