A Discovery Meeting is the first step in developing an onboarding plan for your practice.
Each practice is entitled to one Discovery Meeting with FYI’s Client Success Team at no cost. This allows us to learn about your practice and recommend an onboarding strategy to suit your unique requirements
Discovery Meeting Agenda
1. Meet our Client Success Team
2. Our Onboarding Process
3. About Your Practice Today
- How many potential FYI users?
- Are you already using Microsoft 365 and Xero Practice Manager?
- Where are your documents currently stored?
- What is your preferred go live date?
4. Migrating Historical Documents
- How much data you want to migrate to FYI?
- What is your current filing structure?
- Your preferred filing structure in FYI
5. Pricing for FYI’s Assisted Onboarding Services
6. Recommended next steps
For more information you can download a full meeting agenda
Booking your Discovery Meeting
Your Discovery Meeting can be booked via the Onboarding Wizard.
For FAQ’s related to onboarding refer to Your Onboarding Questions Answered.
Refer also to Preparing for your Discovery Meeting.