A Planning Meeting is conducted on all new sales for Total Office Manager clients. This meeting is conducted with your designated onboarding coach who will get to know you, discuss your plans for going live with the program, address the training process, answer any questions that you may have over the data migration, and the game plan to get up and running with Total Office Manager. Planning Meetings generally take 30-45 minutes depending on the amount of questions you may have.
At the conclusion of the planning meeting, you will be armed with information to take to your team and begin planning your implementation of Aptora products. Ideally, your plan will outline everything which needs to be completed with reasonably defined dates to complete the tasks necessary to go live. Here is an example of a what would be expected after a company purchases the software on 8/10/20XX and sets a Go Live target date of the first of the year. Some dates may vary based on migration type**** and lessons to cover. This plan includes EVERYTHING!
| Task To Complete | Section | Completion Date |
| Planning Meeting | Planning & Installation & Support | 8/12/20XX |
| Send **** database to Aptora (non-QB only) | Migration Tasks | 08/27/20XX |
| Live Company File Creation (non-QB only) | Migration Tasks | 08/31/20XX |
| Preliminary Migration (non-QB only) | Migration Tasks | 09/07/20XX |
| Lesson 1: Basic Navigation and Contact Management | Training Outline | 09/10/20XX |
| HOMEWORK – Database Creation and Company Setup**** | Homework Assignments | 09/13/20XX |
| Implementation Checkpoint | Onboarding Coach | 09/14/20XX |
| HOMEWORK – User Introduction**** | Homework Assignments | 09/15/20XX |
| HOMEWORK – Contact Management | Homework Assignments | 09/15/20XX |
| Lesson 2: Ordering and Receiving Inventory | Training Outline | 09/17/20XX |
| Implementation Checkpoint | Onboarding Coach | 09/24/20XX |
| HOMEWORK – Inventory Management & Invoice Items | Homework Assignments | 09/29/20XX |
| Lesson 3: Entering Bills, Credit Card Charges, and Paying Bills | Training Outline | 10/01/20XX |
| Implementation Checkpoint | Onboarding Coach | 10/05/20XX |
| HOMEWORK – Accounts Payable | Homework Assignments | 10/06/20XX |
| HOMEWORK – Banking | Homework Assignments | 10/06/20XX |
| Lesson 4: Invoicing, Receiving Payments, and Making Deposits | Training Outline | 10/08/20XX |
| Implementation Checkpoint | Onboarding Coach | 10/12/20XX |
| HOMEWORK – Sales Tax | Homework Assignments | 10/13/20XX |
| HOMEWORK – Accounts Receivable | Homework Assignments | 10/13/20XX |
| Lesson 5: Service Agreements | Training Outline | 10/15/20XX |
| Implementation Checkpoint | Onboarding Coach | 10/19/20XX |
| HOMEWORK – Service Agreements | Homework Assignments | 10/20/20XX |
| Lesson 6: Estimating and Sales Proposals | Training Outline | 10/22/20XX |
| Implementation Checkpoint | Onboarding Coach | 10/26/20XX |
| HOMEWORK – Sales & Estimating | Homework Assignments | 10/27/20XX |
| Lesson 7: Scheduling and Dispatching | Training Outline | 10/29/20XX |
| Implementation Checkpoint | Onboarding Coach | 11/02/20XX |
| HOMEWORK – Schedule Management | Homework Assignments | 11/03/20XX |
| Lesson 8: Payroll Setup and Processing | Training Outline | 11/12/20XX |
| Implementation Checkpoint | Onboarding Coach | 11/16/20XX |
| HOMEWORK – Payroll Setup**** | Homework Assignments | 11/17/20XX |
| HOMEWORK – Timesheet Tracking | Homework Assignments | 11/19/20XX |
| HOMEWORK – Payroll Processing**** | Homework Assignments | 11/24/20XX |
| Lesson 9: Aptora Mobile II | Training Outline | 11/30/20XX |
| Review of Preliminary Migration (non-QB only) | Migration Tasks | 11/30/20XX |
| Implementation Checkpoint | Onboarding Coach | 12/03/20XX |
| HOMEWORK – Aptora Mobile II | Homework Assignments | 12/08/20XX |
| Lesson 10: Open Q&A | Training Outline | 12/10/20XX |
| Lesson 11: Users, Security, and Preferences | Training Outline | 12/17/20XX |
| Implementation Checkpoint | Onboarding Coach | 12/21/20XX |
| HOMEWORK – User Security & Preferences**** | Homework Assignments | 12/22/20XX |
| Send Data for Final Migration (All data types, if QB, this is the only migration) | Migration Tasks | 12/23/20XX |
| Lesson 12: Managing Sales Leads and Tracking Marketing Campaigns | Training Outline | 12/29/20XX |
| Beginning Balances**** | Training Outline | 12/31/20XX |
| Go Live | GO Live Support | 01/02/20XX |
| Migration Completed | Migration Tasks | 01/02/20XX |
| GO Live Checkpoint | Onboarding Coach | 01/03/20XX |
| HOMEWORK – Sales Leads & Marketing | Homework Assignments | 01/05/20XX |
| Implementation Management Check In | Management | 01/10/20XX |
| HOMEWORK – Beginning Balances**** | Homework Assignments | 01/14/20XX |
| 6 Month Post Live Check Ins | Onboarding Coach | Every 2-3 weeks for the first six months |
