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Default Implementation and Onboarding

👋 Welcome to Default, we're excited to get you onboarded!

👥 Your Default forward deployed engineering team

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Jon, NY

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Daanveer, NY

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Earl, NY

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Thomas, NY

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Nour, NY

Questions? Please check out our actively updated help center (https://docs.default.com) or message us in Slack.

📈 Your account management team

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Deanna, CS & Implementation

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Beth, Workflow Specialist

🚀 Implementation outline

Outside of the outlined meetings below, our team is willing to partner with you and your team to ensure you have a successful launch and schedule ad-hoc meetings as needed!

Implementation Meeting

Meeting Agenda

Meeting Attendees

Call 1: Discovery & Kickoff

  • Confirm project team & roles

  • Align on implementation objectives & target go-live date

  • Review form requirements (Default or external)

  • Share integration instructions (Salesforce, Zoom, etc.)

  • Your Default Owner

  • Default Implementation Team

Async build period (Off call)

Default Team Actions

  • Configure workflows

  • Build forms (or connect existing forms)

  • Set branding & routing rules

Customer Actions

  • Invite users and set permissions

  • Provide form access or specifications

  • Approve workflow structure

Call 2: Workflow Review & Training

  • Walk through completed workflows

  • Review form setup and routing

  • Make minor adjustments live

  • Train key users on administration

  • Your Default Owner

  • Default Implementation Team

Go Live

  • Team makes workflow live

  • Share internal training materials

  • Your Default Owner

  • Default Implementation Team

Call 3: Post-Launch Review

  • Review early usage

  • Share best practices & optimization tips

  • Plan for additional workflows or future use cases

  • Final Q&A

  • Your Default Owner

  • Executive Sponsor(s)

  • Default Implementation Team

"Thanks for being a part of the Default family! Email (nico@default.com) any time if you want to share feedback on the team and product, or if there's any other ways we can help out." — Nico Ferreyra, Co-Founder & CEO at Default

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Nico, Co-founder & CEO

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Victor, Co-founder & CTO

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Sidd, Product

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