Trying out new conference call solutions is not just down to how great the tech is, it's about buy in - after 100s of on-boarding sessions we've decided to share some success tactics:

  • Picking the right team to start - we suggest a team who is already working remotely is a great place to move the needle on digital collaboration.
  • Picking an administrator who is going to invite everybody and manage uploads for meetings in advance of your calls is key to make sure everybody starts the right way.
  • Make sure you have picked a meeting you are looking to replace - don't add a new meeting to test, try it out with an existing process.
  • Agree on schedule to test - scheduling the first meetings is the first step to better group meetings.
  • Post the download link for all platforms in your group slack/whatsapp/confluence so everyone has quick access to downloading the app.
  • For the early access the app still has optimisation to be run so make sure all know that it's a large download so not to leave it until 5 mins before the first meeting to download (trust us this will save you a lot of time!)
  • Before your first meeting, make sure everybody has gone through the tutorial so that when you hold your first meeting everybody is familiar with how to interact at the same level - it usually take about 5-10 minutes for people to familiarise themselves with how to move about
  • The first 10 minutes of your first meeting have time scheduled to allow for any first time login issues for the person(s) who forgot to do the tutorial and time to download the app.

Types of meetings that we have seen teams start off with:

  • Brainstorming
  • All Hands
  • Collaborative Meeting
  • Agile Meetings
  • Standups
  • Project Retrospectives
  • Strategic Planning Meetings
  • Exit Interviews
  • Workshops



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