• [ ] Welcome intro to Themis email
• [ ] Sandbox set-up before meeting
• [ ] Platform demo
• [ ] Establish meeting cadence
• [ ] Repository of reference materials and videos

Customer actions to complete in sandbox:

• [ ] Upload Document
• [ ] Add team members
• [ ] Set permissions
• [ ] Assign Approvers
• [ ] Create new policy
• [ ] Sent attestation request
• [ ] Set notifications

• [ ] Platform Demo - key things to highlight
  • [ ] Key pain points that will be addressed for that specific client
  • [ ] Create custom view of platform
  • [ ] Add team members
  • [ ] Set permissions
  • [ ] Set a notification
  • [ ] Google Docs Integration
  • [ ] What’s coming up
  • [ ] Training docs for self-service

User Research: we ask users to think about

• [ ] What they can use it to do
• [ ] How this can be useful
• [ ] What it’s missing
• [ ] What was challenging or confusing
• [ ] What other tools or functions do it better?

Links to Glossary, FAQs and How-to Videos

Similar to Trainings and Guides links in newsletters