Fit-Check Meeting Scheduled

Your Online Business Systems Fit-Check Meeting Is Scheduled

The appointment has been scheduled and the Fit-Check form has been submitted. Review the details and preparation information below.

Service Online Business Systems
Date Provided by the calendar
Time Provided by the calendar
Time Zone Provided by the calendar
Prepare

What to Have Available

  • A list of current websites, domains, forms, calendars, CRM, payments, email, SMS, spreadsheets, apps, and vendors
  • Examples of records, leads, appointments, payments, or tasks that became lost, duplicated, delayed, or difficult to trace
  • Known logins, owners, subscription costs, data concerns, integrations, and manual workarounds
  • The desired systems outcome, deadline, decision-makers, realistic budget range, and people who may be involved
The Meeting Is

A Mutual Fit Conversation

The meeting reviews the desired systems outcome, current tools and operational center, data and handoff concerns, timeline, budget, decision-makers, and whether BPOCM can realistically help.

The Meeting Is Not

A Free Audit or Paid Roadmap

The meeting does not create a completed systems audit, platform recommendation, architecture, data migration plan, integration map, technical build, or paid Roadmap.

What Happens After the Meeting

If both sides determine there is mutual fit, BPOCM confirms the proposed scope, agreement, beginning/middle/end payment milestones, and initial payment. Paid Roadmap work begins only after those steps are complete.

Use the reschedule or cancellation links in the calendar confirmation message when the appointment needs to change.

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