During the kickoff meeting, the team gathers to outline project timelines, establish communication channels, and set up regular check-ins, ensuring a cohesive and organized start to the project. It serves as the foundational discussion to align everyone involved on essential logistics and expectations.

During the planning stage, the team focuses on assembling the necessary requirements for the initial sprint, gathering a comprehensive list of needs, and organizing task assignments. This phase is crucial for laying out the groundwork and structuring tasks to ensure a smooth and efficient start to the project.

The implementation stage involves active collaboration between the team and the client to execute tasks or project scopes, emphasizing close partnership to guarantee client satisfaction. It's a hands-on phase where the team applies their expertise while continuously engaging with the client to meet their needs and expectations.

During the training stage, our focus is on educating organization members in effectively utilizing the buildout, ensuring high adoption rates and successful integration of the CRM system. This phase emphasizes empowering and equipping individuals with the necessary skills to maximize the system's potential for organizational success.

During the manage stage, our role shifts to CRM administration, ensuring the accurate functioning of workflows, conducting quality checks, and promptly updating configurations as necessary. This phase revolves around maintaining system integrity and optimizing its performance to meet evolving needs and standards.