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BROI/Partner
REQUEST
Partner/CLIENT
SETUP
REQUEST
Initiation
Internal Resources
INTERNAL RESOURCES
Participant Roster Template
Use this template to submit participant roster if you have requested a report breakdown in the setup process. This allows Beyond ROI to match the participants email address to their "group" automatically. Email to Results@getbeyondroi.com when completed.
Secure Access to Client URL's & Report Center
As client's are added to the Beyond ROI system, we will store their survey links and access to participation reports here. Please do not share this with clients. This page is password protected. Please email results@getbeyondroi.com with any questions.
Client Facing
CLIENT-FACING RESOURCES
Please download or copy link and share with client as needed
Sample Report
(ALL TRACKS)
(ALL TRACKS)
Data Privacy/
Terms of Use
Sample Invitation
for Participant's to complete survey
Sample Reminders
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