Meeting 2: Application Overview & Data Import


❒ 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:  

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.