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You can find a list of who should be on each implementation call by navigating to the Customer Client Journey. That being said, we recommend forming a core implementation team of 2-5 staff members to oversee and manage launching the platform. This core team should attend every training call. We recommend including the following on some or all of the calls:
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Our team is here to support you every step of the way and you can expect to receive support during and after the implementation process. Once your implementation is complete, your Customer Client Success Manager (CSM) will serve as your main point of contact moving forward. This consultant will be available to provide ongoing support and guidance as needed.
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