Implementation Follow-up · Sangam CRM Community

Implementation Follow-up

I want to share my experience with Tracker sheet here

Implementation Tracker is shared on the occasion when I have first interaction with Customer

When he accepts to start work - I insist on filling up the Scope of Work

This stage goes on for a period of 2 days minimum to sometimes 2 weeks till I am satisfied by what is written is proper and fulfilling the requirement.

Now the real Game Starts

First experience is that Owner is too busy. and in 10 days only 2 sessions happen

Here I have to give him a reference of tracker sheet and show him my inputs versus his efforts

He gets the right Trigger to take this process seriously after that

Keep using Tracker its an important record of our efforts and his contribution at one place

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