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Deal Deployment Announcement Process

Use Templates to announce any new biz, resigns, or service expansions

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Written by Jules McNeill
Updated over 3 years ago

Who This Applies to: Sales Team/Anyone Deploying a Schedule

What’s New: Please use the appropriate templates (new biz/resign/service expansion) when deploying blueprints in the #new-client-deployment slack channel.

Reminder: Be sure to fill in ALL info when deploying in slack.

Where to Find the Details: #NewClientDeployment Templates linked here, and can also be found in the #new-client-deployment slack channel under “channel details”

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