Our Process
Our most successful partnerships begin with collaboration. That’s why we start with a structured onboarding process designed to set your survey program up for success and ensure all your questions are answered every step of the way.
Project Timeline
Week 1
Account Setup
Identify key team members and begin configuring your LiveSurvey account.
Week 2
Kickoff Meeting
Both teams come together to align on goals, and timelines.
Week 3
Build & Test
We create your surveys and run thorough testing to ensure everything works seamlessly.
Week 4
Go Live!
Launch your program across selected channels and monitor for optimal performance.
From start to finish — and beyond!
Onboarding and Setup
Completed in the first two weeks to ensure a timely launch.
- Send your logo: A horizontal vector image is preferred
- Identify key personnel: Designate one primary contact to own LiveSurvey
- Define survey usage: e.g., email, SMS
- Confirm technology components: Completed during kickoff meeting
Ongoing Support
We don’t just set it and forget it. We’re here to support you!
- Set check-in meetings: Typically 1 hour, once a month
- Establish ongoing training: Set training sessions to fit your organization’s needs
- Technical Check-in: We’ll meet with IT team as needed