Schedule Alignment Meeting

Purpose: Convene client leaders + decision-makers with the DORIS team to better understand their needs
Responsible Party: Sales Lead
Interdependencies: The Sales Lead should have engaged with the client and vetted their fit for a project before scheduling. This meeting happens near the end of the sales process. After the meeting is scheduled, the Ops Team can prepare to conduct the meeting.

1. The Sales Lead confirms the logistics for the Alignment Meetingmeets with the client.
   

VP Uponof confirmation,Operations

to Create the project in Wrike Identifyidentify who fromon the Ops Team willis available to facilitate the Alignment Meeting. The Sales Lead communicates with the client to find a time when the client leaders and DORIS representatives are available. 

Duration: 90 minutes Location: In-person at the client site is preferred Attendees: Client leadership team including final decision-maker, DORIS Sales Lead, DORIS Ops Rep (to facilitate) The Sales Lead invites all attendees to the meeting or asks the client to invite both DORIS attendees to the meeting. EnsureThe Sales Lead andupdates the Ops LeadManager haveonce the meeting invitationis on their calendars.confirmed.

date + time (90 minutes)
location (in-person, virtual, or hybrid*)
if hybrid, how many attendees will be virtual?
attendees (name, role, email address)
*DORIS prefers that all attendees are in the same location (either in-person or virtual) to better facilitate conversation.