BrightLoop

An overview of the entire relationship with advisors

Program Overview

An overview and suggestions for your first meeting with an advisor

Meeting Your Advisor

Getting the most out of the live product feedback session

Product Feedback Session

Helping answer key questions and staying close with advisors

Monthly Insights *

Meeting Notes & Follow Up

How to follow up if an advisor is interested in a trial

Trial Exploration *

How to use ratings and how to earn high marks from your advisors

Ratings

What to do when your advisor want to refer another advisor

Advisor Referral *

Building career-long relationships with advisors

Create a custom design with text, images, and links

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