About Tall Emu CRM Onboarding

• All meetings will be conducted via Microsoft Teams. For this, you will need audio and a camera is preferred, but is not essential.
• You will be required to share your screen, with CRM open, and participate in the session.
• All sessions will be recorded. After each session we’ll send you a summary email with help links for the topics we’ve covered, along with a copy of the recording.
• Before each session you will receive a confirmation email that outlines the agenda, as well as a calendar invitation.
• After each session, you will have a list of tasks to complete before your next session can be booked. It is your responsibility to complete the assigned tasks and contact us to book the following session.
• Each session has a set agenda. If there are items not on the agenda that you want to discuss, these should be raised in advance to determine if there will be time to cover them.
• Please be on time. If you are late to your meeting, it will need to be rescheduled to the next available session time; this is to avoid not having enough time to cover the agenda.
• If you cannot attend and need to cancel a session, please advise us as soon as possible.
• Details of your Onboarding Package can be found here.