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DocuSign Envelope ID:84AC93A5-0882-4236-9052-37D9FA3E9D6D <br /> KEY MILESTONES <br /> ORIENTATION CALL <br /> The Purpose of the orientation call is to Prepare for the onboarding Process. The Everbridge specialist will <br /> provide an overview of the onboarding process to key client stakeholders, introduce the stakeholders to <br /> the various onboarding resources, provide a short, interactive demo and access to a live, working account <br /> preloaded with default templates and settings. Orientation calls will be held within 5 days of the completion <br /> of your order processing.The specialist will also provide a checklist of actions to be completed in order to <br /> kick-off the onboarding process. The Call Agenda will include the following: <br /> Introductions <br /> Review communication goals/use cases <br /> Review onboarding process <br /> Review resources available to the client <br /> Review the success criteria of the Milestone calls <br /> Schedule all follow up calls <br /> Review the Getting Started checklist <br /> T An onboarding specialist will provide a demo of the product showing how to create a new user,how to create a contact, <br /> and how to send a message using a pre-loaded test template. At the conclusion of the demo,the customer will be <br /> provided with their live production account. <br /> Time: 1.5-2 hours <br /> KICK-OFF CALL <br /> The Kick-off call will be held as soon as the actions on the Getting Started checklist are complete, but no <br /> later than 3 weeks after the Orientation Call.The agenda will include the following items: <br /> Review completion of the Getting Started checklist <br /> Verify settings and configurations selected <br /> Discuss design and strategy of the organization hierarchy in relation to the client's needs. <br /> Review Role-based access control and its application with the client's organization. <br /> Review the contact data quality of the sample uploaded by the customer. <br /> Upon successful setup of the basic settings, the onboarding specialist will provide a customized Project <br /> Plan to guide the remainder of the onboarding.The Project Plan will include guidance on topics such as: <br /> data management strategy, reporting, groups and filters, mobile manager, awareness campaigns, training <br /> plans, member portal, Weather, IV, and mobile member. <br /> Time: 1-2 hours <br />