Getting Started with

Are you looking for a CRM and Project Management Solution?

Every customer wants to streamline their business and get more done. Daylite can help you reach that goal. Our team will help you move your data, walk you through Daylite setup and  coach you on workflows. This offering is aimed at helping new or existing customers get through the basics of Daylite so you can use its full potential.

Getting Started with Daylite

Are you looking for a CRM and Project Management Solution?

Every customer wants to streamline their business and get more done. With Daylite can help you reach that goal. Our team will help you move your data, walk you through Daylite setup and  coach you on workflows. This offering is aimed at helping new or existing customers get through the basics of Daylite so they can use it’s full potetnial.

Project Goals

  • Assist your organization with the acquisition of Daylite. 

 

  • Work with you to migration data from existing solutions. 

 

  • Configuring Daylite Preferences. 

 

  • Product coaching and mentoring 

 

  • Develop workflows based on your industry or need. 

daylight 3 devices
daylight 3 devices

Project Goals

  • Assist your organization with the acquisition of Daylite. 

 

  • Work with you to migration data from existing solutions. 

 

  • Configuring Daylite Preferences. 

 

  • Product coaching and mentoring 

 

  • Develop workflows based on your industry or need. 

Project Goals

  • Assist your organization with the acquisition of Daylite. 

 

  • Work with you to migration data from existing solutions. 

 

  • Configuring Daylite Preferences. 

 

  • Product coaching and mentoring 

 

  • Develop workflows based on your industry or need. 

daylight 3 devices
RC-Emoji

Topics Covered

  • Data migration 

  • Daylite preferences 

  • Contact Management 

  • Email Integration 

  • Calendars & Reminders 

  • Leads and Pipelines 

  • List Management 

  • Quotes and Estimates 

  • Reporting 

  • Task Management 

  • Document Management 

  • Templates 

 

For a more in depth look, you can view our

Getting Started with Daylite Scope of Work.

RC-Emoji

Topics Covered

  • Data migration 

  • Daylite preferences 

  • Contact Management 

  • Email Integration 

  • Calendars & Reminders 

  • Leads and Pipelines 

  • List Management 

  • Quotes and Estimates 

  • Reporting 

  • Task Management 

  • Document Management 

  • Templates 

 

For a more in depth look, you can view our

Getting Started with Daylite Scope of Work.

RC-Emoji

Topics Covered

  • Data migration 

  • Daylite preferences 

  • Contact Management 

  • Email Integration 

  • Calendars & Reminders 

  • Leads and Pipelines 

  • List Management 

  • Quotes and Estimates 

  • Reporting 

  • Task Management 

  • Document Management 

  • Templates 

 

For a more in depth look, you can view our

Getting Started with Daylite Scope of Work.

Engagement Delivery

  • A Rooted Consultant will deliver the coaching and mentoring for the sessions.

 

  • When you are ready to start the project sign and return this Scope of Work.  

 

  • We will schedule a 30-minute pre-engagement call with you, at least seven business days prior to your engagement, to make sure you have what you need to be successful. During the call, we will also schedule your remote and or onsite engagement. 

 

  • Engagement delivery is remote and scheduled in one eight-hour session or two four hour sessions. If delivery is onsite it is delivered as a one-day engagement.

RC-icon-2
RC-icon-2

Engagement Delivery

  • A Rooted Consultant will deliver the coaching and mentoring for the sessions.

 

  • When you are ready to start the project sign and return this Scope of Work.  

 

  • We will schedule a 30-minute pre-engagement call with you, at least seven business days prior to your engagement, to make sure you have what you need to be successful. During the call, we will also schedule your remote and or onsite engagement. 

 

  • Engagement delivery is remote and scheduled in one eight-hour session or two four hour sessions. If delivery is onsite it is delivered as a one-day engagement.

Engagement Delivery

  • A Rooted Consultant will deliver the coaching and mentoring for the sessions.

 

  • When you are ready to start the project sign and return this Scope of Work.  

 

  • We will schedule a 30-minute pre-engagement call with you, at least seven business days prior to your engagement, to make sure you have what you need to be successful. During the call, we will also schedule your remote and or onsite engagement. 

 

  • Engagement delivery is remote and scheduled in one eight-hour session or two four hour sessions. If delivery is onsite it is delivered as a one-day engagement.

RC-icon-2

Resources

What is

Rooted Project Workflow

What is

Daylite

View Our

Video Resources

What's Next?

If you are ready to continue the discussion and see how we can help get you started, please reach out to us via our ticketing system using the link below.