Meeting 3: Data Import

Prep

❒ Collect your Data

As you prepare for the meeting, it will be important to have your data all in one place. We suggest taking some time now to make sure you have the latest information ready to go. This will also come in handy as we personalize the application. We want to ensure we have all the correct data points/fields available in the application. 

Homework

❒ 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.