Implementation

Template

With Pipefy’s Implementation Template you can check what are your new customer’s expectations, implement your solution, keep track of your scheduled training meetings and organize the feedbacks, all through a very intuitive and simple kanban design.

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Template structure

See how this template is structured. As this is just an example, you can customize it.

Start form

Fill out the information below to start the implementation process.

  • 1. Account name

  • 2. Account admin

  • 3. Admin's email

  • 4. Process to be implemented

  • 5. Has the customer set a deadline?

  • 6. Selected plan

  • 7. Number of licenses

  • 8. MRR

  • 9. Additional notes or comments from Sales about the customer

Backlog

  • 1. Assign an implementation specialist

Discovery

Call the customer to learn about their needs and expectations.

  • 1. Customer's use case

  • 2. How they manage it today

  • 3. Integrations needed

  • 4. Expected result

Implementation

  • 1. Implementation steps

  • 2. Training date

Training

  • 1. Additional information

    • Write down any questions the client asked, as well as any further information you need to send them.
  • 2. Feedback

  • 3. Is any adjustment needed?

Follow up 1 week

  • 1. Follow-up date

  • 2. Follow-up details

Follow up 1 month

  • 1. Follow-up date

  • 2. Follow-up details

Done

Archived

Welcome aboard

Trusted by 60k users, this could be the beginning of something great.

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Do you have a specific process to manage: