❒ Review Glossary of Key Terms
There are some key terms that we will speak to in the application overview meeting. Our glossary of terms will make sure we’re all on the same page. If you have any questions, please don’t hesitate to reach out to our team.
❒ Begin Populating Data
As you begin populating the data import template we typically find it’s easier to list the data first and then begin thinking about how it relates to each other. Don’t worry, we have a few references to help you:
- Please review the recording from the meeting, which we will send once the meeting finishes.
- We have prepared an article on how to enter new data here:
- You can find guidance on how to create the relationship between the data here:
- Your Consultant is available for any follow-up calls, please don’t hesitate to reach out to us if you need further assistance.
We advise as a starting point, you spend about an hour on this and then send it back to your Consultant who will review it and provide further guidance to ensure you’re on the right track.