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Kickoff Calls - What to Expect
Kickoff Calls - What to Expect

This is an outline of topics you can expect to be covered during your kickoff call with DubBot.

Updated over a week ago

This article should help you gain an understanding of what to expect from a kickoff call with DubBot. These calls help our Client Support Team to get an idea of how your organization intends to use the tool, what your goals are, and how your DubBot account should be configured to get the best results.

In particular the conversation will help us determine the following:

  • Site setup: Sites are the main organizational tool for you content within DubBot. They can be broken down further into Page Sets. We will gather URLs for the corresponding sites and initiate their setup.

  • Page Sets: Page Sets are used to further subdivide Sites for organizational and reporting purposes. They will filter a path or set of paths from a Site in your account and create a separate Dashboard. We will discuss any particular grouping of sites or filters of page groupings that should be organized into a Dashboard.

  • Users: We can determine what level of access each user should have once we have Sites and Page Sets set up. Here is the link to our help center explaining the roles that we have as options in the system. We will gather names and emails for any users that should have access to DubBot.

  • Connectors: Deep Linking can be accomplished with several Content Management Systems. With this setup, users will be able to speed up their workflow by easily navigating from a page within DubBot to the corresponding page in the CMS to make any necessary changes. We will collect any CMS details that we can use to create a Deep Link to the CMS from DubBot.

  • Policies: DubBot supports custom policies to allow organizations to flag for specific content in their Sites. This could be anything from a commonly misspelled name, mentions of a former vendor, or outdated contact information. We will discuss details around any custom web policies that can be added to DubBot to help personalize checks to suit your organization's specific needs.

Following the kickoff call, you may receive an email requesting additional items that our team needs to fine-tune your setup. You will also have the option to schedule a full walkthrough and training sessions for yourself and any team members that could benefit from additional instruction on using DubBot.

There will be ample time for questions and answers during each of these calls. As always, our team is here to support you throughout the lifetime of your DubBot subscription, so please feel free to reach out to DubBot Support at with any questions. We want to set you up for success!

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