_Quick Start Program

Lead Liaison provides a complementary 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:

  1. Basics - Covers what you need to get off the ground on day one
  2. Features - In depth coverage on specific features/capabilities of Lead Liaison
  3. 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 Video15 Minutes
Uploading your First Document30 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.