SAM Onboarding & Implementation

Onboard

• SAM Launch - Set Yourself Up for Success.
• Focus your priorities
• Example Implementations
• Outline Your Program
• Get the Most from SAM — We’re Here to Help.

Get Started Guides

• SAM Tour & Terms
• Clients, Cases, and Connections
• Communications & Templates
• Documents & Checklists

Implement & Customize

• Setup your Workflow with Checklists
• Upload Documents to Checklists
• Link Public Forms to Checklists
• Communicate with Templates
• Get Accounting
• Let's Talk About Data

SAM Launch

• Share the Process
• Feedback & Rollout
• Sample Rollout Agendas
• Managing Users & Getting Support
• Free and Paid Tools
• New Users & SAM Leads