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This meeting should include the Client team, any 3rd third-party registration representatives, the JUNO Client Success Manager, and the JUNO Client Engineer. The agenda includes:
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Client team | JUNO team |
 Share 3rd Party third-party integration representatives' contact information with JUNO
Share API information from the third-party vendor
List out ticket types and their access levels
| Ensure 3rd third-party integration reps are invited to the meeting
Collect any documentation needed for integration
JUNO Client Engineer makes Jira cards for each integration |
What to do during and after the meeting
Client team | JUNO team |
 Client debriefs team on registration flow and ideal user experience
Ensure 3rd party integration reps share testing environment links
Register JUNO team with test accounts and share credentials with JUNO
| JUNO Client Engineer drives meeting agenda with 3rd party integration rep Fill out integration form
Make cards for due dates and documentation |
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What to do after the meeting
Client team | JUNO team |
Create the welcome email (if it’s being sent through JUNO)
If using SSO and registration, list which fields are being pulled into JUNO | JUNO Client Engineer makes adjustments to Jira cards based on what was discussed |
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Category: Client Meetings
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