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BROI/Partner

REQUEST​

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Partner/CLIENT 

SETUP​

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LAUNCH​

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MONITOR

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DOWNLOAD  REPORTS

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NEW CLIENT REQUEST 

Initiation
Client Facing

CLIENT-FACING RESOURCES

SMC

SAC

General

SMC - Sample Survey

(NO PIPELINE HEALTH)

Template for Participant Roster (click to download and see instructions)

SMC - Sample Survey

(WITH PIPELINE HEALTH)

SAC - Sample Report

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Sample Invitation
Internal Resources

INTERNAL RESOURCES 

512 Brookfield Rd.

Raleigh, NC 27615

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