You are booked for a video call via Teams
This meeting is an important step in getting your Build Buddy experience tailored to your project. We’ll work with you to customise and configure your workflow so it aligns with your plans so far, your location and how you want to manage your build.
WHAT TO EXPECT:
This meeting ensures your Build Buddy experience is set up for success — so your project runs smoothly from day one.
Meet your Customer Experience Manager
Full workflow customisation based on your current progress, your land and your preferences
Make sure you’re confident with what comes next and guide you on your first tasks
An opportunity to ask any additional questions you have about using the platform
Tip for Before Your Meeting
If you have any documents you’d like to reference during the meeting (e.g. site plan, permit, project timeline), make sure they are uploaded to your app before the meeting — we’ll be happy to review them with you. These documents are actually essential to help us ensure that your workflow is configured correctly.
What You Need to Do
Join the meeting at the scheduled time
Use the Teams video link provided when you were booked in. We recommend you join the meeting using a laptop or computer, as we may share our screen when looking at your documents or configuring your workflow. You don’t need to prepare anything for the meeting — just ensure anything you have done for your project so far has been uploaded to your Document Library.
Need to reschedule?
No problem! Just contact your Onboarding Specialist ahead of time and we’ll help you find a new time that suits.
Sit back while we finish your setup
After the meeting, your Customer Experience Manager will finalise your workflow setup and mark this task as complete for you... then it's over to you to start doing your tasks!
