Kickoff Calls - What to Expect

These calls help us get an idea of how you intend to use the tool, your goals, etc.

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 your 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 or group 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. Learn about the abilities for each role that we have as options in the system. We will gather names and emails for any users who 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 need to create a Connector to enable the link to the CMS from DubBot.

  • Uptime Monitoring: DubBot offers Uptime Monitoring as an included service for up to 5 URLs per account. The initial setup is done by DubBot's team, then users can view the Uptime information in the Account Settings interface. You will be asked to provide the URLs you wish to monitor, the emails or SMS phone numbers where you would like the notifications sent, and the frequency at which you'd like the monitoring to be done (30-300 seconds).

  • Policies: DubBot supports custom policies to allow organizations to flag 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 This could be anything from a commonly misspelled name, mentions of a former vendor, or outdated contact information.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 session for yourself and any team members who 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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