One-page summary
Your implementation at a glance.
Print this page or save it as a PDF to share with IT, legal, finance or anyone else at your agency who needs the short version.
The six phases · typically 2–6 months
- 1. EvaluateBefore anything is signed, we agree what you need, how complex it is, and exactly what has been promised.
- 2. CommitPaperwork is done. We stand up your project, meet your team, and agree how we will work together.
- 3. DefineWe map how your agency works today, agree what will be built, and you approve the scope in writing.
- 4. BuildWe configure Momentum AMP, move your data, test it together, and train your team.
- 5. LaunchWe make a joint go / no-go decision, switch you over, and stay close through the first weeks.
- 6. AdoptFormal handover completes implementation; your long-term support and Customer Success relationship continues afterward.
What you'll complete, in order
| # | Form | Who fills it in | Contact |
|---|---|---|---|
| 1 | Evaluate questionnaire | Your agency sponsor | Account Executive |
| 2 | Project set-up questionnaire | Your project manager | Delivery Lead |
| 3 | Discovery workbook | Your agency team | Delivery Lead |
| 4 | Scope sign-off | Your scope signatory | Delivery Lead |
| 5 | Data accuracy sign-off | Your data owner and controller | Data Migration Lead |
| 6 | Testing sign-off | Your project manager | Delivery Lead |
| 7 | Go-live sign-off | Your agency decision-maker | Delivery Lead |
All links live on the Forms & sign-offs page: enterprise-customer-implementation.lovable.app/welcome/assessments
Key terms
- Questionnaire
- A short online question set your team fills in. There are three, all near the start of your project.
- Sign-off
- Your written approval that a step is complete, so the project can move forward.
- Kickoff
- The first full meeting with both teams to agree plans, roles and dates.
- Discovery
- Sessions where we learn how your agency works today, in your own terms.
- Scope
- The written list of what will be set up for you, approved before building starts.
- Data migration
- Moving your existing records into Momentum AMP and checking they are correct.
- Testing (UAT)
- Your team tries real tasks in Momentum AMP to confirm it works as agreed.
- Go-live
- The day your agency starts using Momentum AMP for real work.
- Hypercare
- Extra close support right after go-live until everything is running smoothly.
- Handover
- The formal hand-off to Customer Success, with nothing left open.
Who to contact
Before signing: your Account Executive. Once the project starts: your Delivery Lead. After handover: your Customer Success Manager.