Getting live with Qualified within 60 days of your contract start depends on a few things being lined up before kickoff. Use this checklist to confirm ownership and timing for each item ahead of time, since anything left unresolved at signature can delay your go live date. Use this checklist and the links in each section to confirm your team’s readiness to implement and launch Qualified.
Security and legal reviews
- Legal review is completed
- InfoSec review is completed
- AI policy review is completed
- Architecture review is completed
Salesforce
- A Salesforce admin is identified and available at kickoff
- No Salesforce data migration or platform overhaul is planned during the implementation window
- Sprint timelines and technical stakeholders are defined, if applicable
Marketing automation platform
- A marketing automation platform (MAP) admin is identified and available at kickoff
- Your team is aware that Qualified will consume a share of your daily API call limits
- No MAP migration is planned during the implementation window
Website and JavaScript
- Your web team is informed and available at kickoff
- The process to install third-party JavaScript is understood and approved internally
- If your website uses React, Angular, or another single-page application framework, a custom implementation approach is confirmed with your web team
- Approval to crawl the website is granted
Implementation Team & Stakeholders
- Your core team is identified, including marketing, sales, email, and technical stakeholders
- One to two individuals are identified as your Qualified admin(s). These individuals will complete Qualified certification courses and own tool configuration after go live
- Your inbound lead-handling process is defined internally
SDR/Sales Rep Readiness
- Meeting qualification and routing logic is defined internally
- Sales leadership is aligned on Qualified as a priority tool
User integrations
- Approval to connect rep calendars, emails, and meeting platforms is obtained before kickoff
- Calendar connections are scoped as part of your initial go live
General availability
- Your core team is available and committed to dedicate time starting day 1
- No major reorgs, acquisitions, or leadership changes are expected in the first 60 days
- Holiday and out-of-office schedules are reviewed, with the go-live target adjusted if kicking off near a holiday period
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