Improve Your Request and Intake Process for Project Success

Don’t let a poor request and intake process derail your project’s success. Missed steps at the start can create scope creep, misidentified stakeholders, lack of critical information capture upfront, and unclear requests for recipients. Our workflow management experts will share the best request and intake practices to help achieve project success from the start.
Our workflow automation expert, Will Goad, will teach you how to set your projects up for success by clearly defining a project’s scope at the beginning during the critical request and intake process. Participants will learn how to:
• Minimize the chance of scope creep
• Correctly identify all stakeholders
• Capturing the right information upfront
• Use forms to generate better, more actionable requests

When: Live Webinar is 45 minutes and is offered on:
• March 3, 11AM CST
• March 11, 11AM CST
• March 24, 3PM CST

About Will Goad

Will Goad, is the VP of Solutions, for Workgroups. As a workflow automation expert, Will has spent over a decade helping the world’s most sophisticated marketing teams (Global 100, Fortune 500) optimize their workflow. He is dialed in on understanding the various business relationships in an organization and believes that every interaction with sales, marketing, operations and most importantly the customer, is an opportunity to grow knowledge, application, and loyalty