Engagement checklists, status, and data capture

Our checklists allow you to monitor suggested agency milestones for each phase of your engagement.  These can be checked and unchecked and re-submitted for an updated view of your engagement.  Once you've completed milestones in the checklists in partnership with your customer, you may move into the next phase of the engagement by updating the Engagement Status in this form to the appropriate phase and hitting submit.

Data Capture and Engagement Feedback from you and your customer are required prior to closing your engagement. Feedback forms can be found in the feedback section of your dashboard.


Checkboxes below show suggested milestones for each phase of an Elite engagement. Complete milestones and move into the next phase of the engagement.

Once submitted visit your portal again to update your progress throughout the engagement cycle.

Engagement information

Engagement checklists

Engagement status

Engagement data capture

Feedback