Client Setup Checklist - Bookmark this page!
Main Checklist | Be warned, you will hear the following! |
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Ask them to be patient, and let them know you're trying out a new system. Ask them politely to give it a few weeks before they decide whether they find it helpful or not. |
Get Yourself Ready | Setup your account |
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Get Everyone Else Ready | Bonus Round! |
Important: Crew will be messaged the second you add them to CrewDriver. If you do not warn them, you may experience some backlash. We recommend the above emails to ease the transition. |
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