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After you are officially launched, your Rev.io go team will work to enable your company for success. This includes, post-launch care, enabling automation, and introduction to Rev.io ideas and your dedicated account manager.

MilestoneClient RepRev.io RepSteps to Complete
Discuss Automation Enablement
  • Billing SME


  • Project Manager
  • Decide which automations to activate:
    • Create Bills (recommended)
    • Email Bills
    • Print Bills
    • Auto Debit
Transition Readiness
  • Primary Contact
  • Project Manager
  • Account Manager
  • Review and complete any open Implementation tickets
  • Attend Transition Meeting Calls
  • Attend Transition Meeting with Client Success
  • Review Rev.io Ideas
  • Review Rev.io Help Center

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