What is a Workflow Customisation Meeting?

After setting up your Build Buddy account, verifying your email, and entering your project details, the next important step is scheduling your Workflow Customisation Meeting. This one-on-one session with our team helps us learn more about your specific project. We’ll review the details you’ve entered and discuss your goals to create a tailored workflow that suits your needs.

How to Book It?

Once you've completed the first tasks, such as watching the intro videos, the app will prompt you to book your Workflow Customisation Meeting. You can easily schedule it through the app.

Why It’s Important?

The Workflow Customisation Meeting ensures that your unique Build Buddy workflow is fully customised to your project. This is crucial to configure that the right tasks are showing up for your project, making sure that everything runs smoothly from start to finish.

How to Prepare?

Come ready with any ideas or plans you already have. If you have already acquired or are working on any documentation, have it on-hand to discuss as well. Our experts will help guide you through the next steps, ensuring you’re fully prepared to make informed decisions that align with your vision, budget, and requirements.