Questions to Bring to the Connect Call
Prepare for your Connect Call with key questions to ask about workflows, tools, training, and implementation.
Your Connect Call is your opportunity to share challenges and get clarity on what Cirface can do for you. Here are some key questions you might consider bringing:
About Your Workflow & Tools:
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Can I show you my current process and where things break down?
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How would this workflow look in Asana?
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Will I need integrations with tools like Slack, Gmail, or Google Calendar?
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Can you help with automation or custom workflows?
About Training & Change Management:
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Do you offer training for our team?
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How much training is included, and who delivers it?
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How do you support long-term adoption?
About Implementation:
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What’s your typical timeline for projects like mine?
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Do you offer support after implementation?
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Can you help with migrating data from our current tool?
About Pricing & Fit:
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What’s included in your services?
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Do you offer fixed-scope projects or ongoing support?
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What will I receive after this call?
You're also welcome to bring screenshots, share your screen, or walk us through your existing setup. The more context, the better the outcome.