Pre-Kickoff Tasks

• Schedule Ivinex Internal Kickoff
  • This meeting should be scheduled with the Ivinex AE and is to gain a high-level understanding of the following:
    • High-level objectives
    • What was sold
    • Screenshots of UUE
    • Communication channels
      • Email/SMS/MMS/Live-chat
      • inContact Connectivity
        • Inbound
        • Outbound Strategy
          • Progressive/Predictive (inContact)
          • Preview
            • inContact
            • Ivinex
    • inContact Products Ordered
    • Who is implementing the inContact Products
    • Who is the inContact AE
  • Deliverables:
    • Preliminary-BRD
      • Use the template document
    • Reach out to inContact AE/SE to get Solutions Overview
    • Prepare for Internal Kickoff