OTC Express Prep Sheet Submission
Your Unique Team Code
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Please Select
ABC123
HOUTeam
FS559633
GPR
RELeverage
Not Listed
Which Prep Sheet are you submitting?
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Please Select
01 Workflow Fields
02 Date Calculator
03 Contacts & Roles
04 Docs & Roles
05 Emails & Texts
06 Intake Process
07 Task Setup
08 Task Management
Please attach the Prep Sheet as an Excel Spreadsheet.
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To which email should we send approvals and requests?
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example@example.com
Do you have any questions, concerns, or comments about this piece of the setup/your submission?
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How'd it go?
To help you and others moving forward, please let us know what worked well and what could improve to make this the best experience possible.
How long did this part of the setup take you?
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A few minutes (-30)
A couple of hours (1-3)
A few hours (3-5)
Several hours (6+)
How do you feel about the time it took you to complete?
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I wish it would have been a little shorter
I think the time it took was fine
It was freakishly quick!
How could we have made this process a better experience?
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What part(s) of this process made the experience seamless?
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JF Task Title
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