_Quick Start Program
Lead Liaison provides a Quick Start Program for every new customer. The Quick Start Program is tailored to the customer's needs and specific situation as a result of the Revenue Consultation. The Program is divided up into three main categories:
- Basics - Covers what you need to get off the ground on day one
- Features - In depth coverage on specific features/capabilities of Lead Liaison
- Configuration and Setup - Adjusting settings, tuning the platform and making final adjustments to match your needs
A Quick Start typically lasts 2-8 hours and consists of any or all of the following activities.
Basics
Activity | Typical Duration |
---|---|
Solution Overview (PowerPoint Presentation) | 30 Minutes |
Live Demonstration | 1 hour |
Overview for Administrators | 1 Hour |
Setting up Accounts | 15 Minutes |
CRM Integration (Optional, depends on Edition) | 1 Hour |
Features (Optional)
Our Quick Start Program can also incorporate several module or feature-based sessions when necessary. Below is a list of common module training sessions for the Quick Start Program:
Activity | Typical Duration |
---|---|
Creating your First Email Campaign | 1 Hour |
Creating your First Lead Nurturing Campaign | 1 Hour |
Creating your First Lead Scoring Program | 1 Hour |
Creating your First Lead Grading Program | 1 Hour |
Creating your First Web Form | 30 Minutes |
Creating your First Landing Page | 1 Hour |
Setting up your Filters | 15 Minutes |
Creating your First Survey | 1 Hour |
Creating your First Segmentation | 1 Hour |
Creating your First Video | 15 Minutes |
Uploading your First Document | 30 Minutes |
Configuration and Setup (Optional)
Activity | Typical Duration |
---|---|
Asset Migration | 30 Minutes |
Email Marketing Configuration | 1 Hour |
Website Visitor Configuration | 1 Hour |
Form Integration | 1 Hour |
Lead Scoring and Nurturing Configuration | 2 Hours |
Reporting | 30 Minutes |
Sales Enablement - Streamer/Send & Track | 1 Hour |
Demonstrations and product walk-throughs are provided via a web meeting. Lead Liaison uses GoToMeeting, a Citrix product, to deliver Quick Start sessions.
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