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Hey everyone,

 

We use GuideCX as primarily an Onboarding/Implementation project management tool.  During our Kick Off Meeting with the customers we go through a slide deck with a series of Requirement Questions.  For ease of viewing I use Google Slides to list the Questions.  I don’t want to go out of presentation mode to stop and type up their answer - but instead will go back through the meeting transcript later to gather and document all the answers.

My question is this - where do you all store your Requirements information that you gather?  Our requirements are pretty simple - no need for a huge complex document. It doesn’t make any sense to go back and put it in Google Slide deck - no one will ever open that file again.  I currently put it in meeting notes - in the Kick Off Task - but that also would be difficult to easily find and get back to.

I was considering like a Google Sheet that is attached to the project.  I think I read where I can set up with the project initiation recipe to have it create a Google doc for the project.

I’m looking for inspiration on how you handle tracking requirements.

Hi Jill!

Have you thought about using custom fields for tracking requirements? If y’all are asking similar questions for every customer, then that might help. We also use HubSpot, our CRM for tracking these updates. I have a pinned note for each customer that has key information.

 


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