Forecastr

Click Here to Download the Full Onboarding Agenda PDF with Linked Resources, Otherwise You can Preview them Without Links by Clicking Below

<a href="#h_a27332683e">View Meeting 1 Agenda </a>

<a href="#h_79ffafd871">View Meeting 2 Agenda </a>

<a href="#h_9e0477f932">View Meeting 3 Agenda </a>

<a href="#h_5951b8de19">View Meeting 4 Agenda </a>

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Kickoff Call- Forecastr 101 &amp; Accounting Integrations

<a href="https://intercom.help/forecastr/en/articles/5773539-full-forecastr-101-recorded-walkthrough" target="_blank" rel="nofollow noopener noreferrer">Forecastr 101 Full Walkthrough</a>

<a href="https://intercom.help/forecastr/en/articles/6505772-accounting-integration-walkthrough" target="_blank" rel="nofollow noopener noreferrer">Accounting Integration Setup</a>

<a href="https://app.forecastr.co/onboarding" target="_blank" rel="nofollow noopener noreferrer">Link to the Onboarding Page to Add Payment Details or Fill Out Survey</a>

- <a href="https://intercom.help/forecastr/en/articles/5773539-full-forecastr-101-recorded-walkthrough" target="_blank" rel="nofollow noopener noreferrer">Forecastr 101 Full Walkthrough</a>
- <a href="https://intercom.help/forecastr/en/articles/6505772-accounting-integration-walkthrough" target="_blank" rel="nofollow noopener noreferrer">Accounting Integration Setup</a>
- <a href="https://app.forecastr.co/onboarding" target="_blank" rel="nofollow noopener noreferrer">Link to the Onboarding Page to Add Payment Details or Fill Out Survey</a>

<a href="https://intercom.help/forecastr/en/articles/6081577-how-to-add-people-objects-object-explanations" target="_blank" rel="nofollow noopener noreferrer">People Section Walkthrough</a>

After inputting a base value in each white field in Revenue Streams <a href="https://intercom.help/forecastr/en/articles/6219761-how-to-shape-long-term-behaviors-for-revenue-streams-objects" target="_blank" rel="nofollow noopener noreferrer">use this article</a>

- <a href="https://intercom.help/forecastr/en/articles/6081577-how-to-add-people-objects-object-explanations" target="_blank" rel="nofollow noopener noreferrer">People Section Walkthrough</a>
- After inputting a base value in each white field in Revenue Streams <a href="https://intercom.help/forecastr/en/articles/6219761-how-to-shape-long-term-behaviors-for-revenue-streams-objects" target="_blank" rel="nofollow noopener noreferrer">use this article</a>
   

Meeting 3: Customer Acquisition &amp; Expenses

After inputting a base value in each white field in Customer Acquisition<a href="https://intercom.help/forecastr/en/articles/6219770-how-to-shape-long-term-behaviors-for-customer-acquisition-objects" target="_blank" rel="nofollow noopener noreferrer"> use this article</a>

After inputting a base value in each white field in Expenses <a href="https://intercom.help/forecastr/en/articles/6219759-how-to-shape-long-term-behaviors-for-expense-objects" target="_blank" rel="nofollow noopener noreferrer">use this article</a>

- After inputting a base value in each white field in Customer Acquisition<a href="https://intercom.help/forecastr/en/articles/6219770-how-to-shape-long-term-behaviors-for-customer-acquisition-objects" target="_blank" rel="nofollow noopener noreferrer"> use this article</a>
- After inputting a base value in each white field in Expenses <a href="https://intercom.help/forecastr/en/articles/6219759-how-to-shape-long-term-behaviors-for-expense-objects" target="_blank" rel="nofollow noopener noreferrer">use this article</a>

<a href="https://intercom.help/forecastr/en/articles/6219785-investor-sniff-test" target="_blank" rel="nofollow noopener noreferrer">Investor Sniff Test / Model Review &amp; Sanity Checks</a>

<a href="https://intercom.help/forecastr/en/articles/6104231-identifying-the-cash-funds-needed-to-avoid-running-out-of-runway" target="_blank" rel="nofollow noopener noreferrer">How to identify the "Funds Needed" in the model</a>

<a href="https://intercom.help/forecastr/en/articles/7203584-monthly-finance-playbook" target="_blank" rel="nofollow noopener noreferrer">Monthly Finance Playbook</a>

- <a href="https://intercom.help/forecastr/en/articles/6219785-investor-sniff-test" target="_blank" rel="nofollow noopener noreferrer">Investor Sniff Test / Model Review &amp; Sanity Checks</a>
- <a href="https://intercom.help/forecastr/en/articles/6104231-identifying-the-cash-funds-needed-to-avoid-running-out-of-runway" target="_blank" rel="nofollow noopener noreferrer">How to identify the "Funds Needed" in the model</a>
- <a href="https://intercom.help/forecastr/en/articles/7203584-monthly-finance-playbook" target="_blank" rel="nofollow noopener noreferrer">Monthly Finance Playbook</a>

A One-Stop Document for the Full Onboarding Curriculum and What's Needed for Each Meeting.

Kickoff Call- Forecastr 101 & Accounting Integrations

Articles Linked in Meeting 1:

Meeting 2: People & Revenue

Articles Linked in Meeting 2:

Meeting 3: Customer Acquisition & Expenses

Articles Linked in Meeting 3:

Meeting 4: Wrap-Up Call

Articles Linked in Meeting 4: