What do I do to prepare for an SOP meeting?

What do I do to prepare for an SOP meeting?

Step one open Google Docs find the SOP document and make a copy and label it as that company’s SOP

Any items you feel confident that you already know the answer to on the SOP questionnaire fill them out specifically before going out to make the meeting a little more smooth

Likewise, any specific items you know you need to ask for update the homework portion at the bottom to include those requests

Step to open the “welcome support email” template and grab the support agent installer link out of Atera put it into that document at the designated spot.

Then update any notes that you feel like would make it better for them specifically based on conversations so far.

Once that has been amended schedule the email to send at exactly the start time of the SOP meeting so that we can reference it when talking with them in that meeting and know that it will be at the top of their inbox.

Go to the DNS Lookup and do an export of their existing DNS records at the time of the on boarding

Take note of the AA record, which would be who is their web host

Take note of the MX record so you know who runs their email

Do a whois search and then know their registrar

Then send a list of things we need logins to in the initial on boarding email (at the bottom of the doc)