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Fathom+23 Positive

Guides

How do we get more value from Fathom?

  1. Fathom Rollout Playbook

    Move free accounts into one team, set consent, capture, and sharing defaults, and decide training and retention before customer calls flow through Fathom.

    IncludesPlan, consent, capture, sharing, data, and CRM checklist

    1. Before rolloutConsolidate accounts and set defaults
    2. During meetingsSend consent and keep notices on
    3. After meetingsCheck summaries, then sync the CRM
    • AI Adoption
    • Governance

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