Start with one measurable problem
Choose a clear starting problem: finding suitable accounts, reducing research time, improving follow-up or making the pipeline easier to review. Define what a useful result would look like for your team.
The free assessment is a starting point for this conversation. The calculators provide directional models, not promises of savings or revenue.
Prepare your implementation brief
Gather your target customer criteria, exclusions, company context, team responsibilities and any email or calendar connection requirements. Identify who can approve research and who can approve customer-facing actions.
Choose the Core or Complete scope and level using the feature matrix. Flag custom requirements explicitly rather than assuming a package name covers them.
Review before expanding
Evaluate opportunity relevance and how people use the workflow before increasing activity. Check that account evidence, next steps and approvals are clear.
Confirm implementation scope, access, commercial terms and any integration dependencies directly with Tandem. No fixed delivery timeline or unsupported integration is implied by this checklist.
These guides explain Tandem’s product approach and the packages described on this website. Feature access, connections and execution controls depend on your agreed package and workspace configuration.
Need help with this?
Share the question or workflow with the Tandem team.