After the 21-Day Alert Review is completed you will receive an email for Recurring Alert Reviews from your CSM. These meetings will continue for the length of your time with Perch. The Recurring AR will begin one month after the 21 Day AR and is designed to ensure security, satisfaction, and ongoing education of Perch.
We require a 48-hour confirmation and can work to reschedule your recurring cadence once per cycle. It is important that we are readily available to assist you. In our industry things change in a moment’s notice. If we have to make a last-minute cancellation, please know it’s for the greater good of the Perch Community. Thank you in advance for your help.
Q: I have a new hire that needs to be introduced to Perch. What’s next?
A: We will use your pre-existing RAR to do this. Simply include new employee(s) in the meeting information or request assistance from firstname.lastname@example.org. You can also request a recording of your company’s SOC Onboarding (Step 2) if you foresee an influx of new Users or desire training materials for your team.
Q: Does Perch have an API key?
A: Yes – View API Docs
Q: Which SLA plan do I have selected and what is the difference?
A: Our Service Level Agreements are
Q: Can we change the frequency of our recurring meetings?
A: Yes. These meetings are designed for your benefit. We typically meet Monthly to begin our relationship and work down to Quarterly. If you have another recommendation, let us know.
Q: What do I need to set up my ConnectWise integrations?
A: You’ll need your ConnectWise Manage Partner ID, Base URL, Public and Private Key. For more information refer to our Connectwise Manage Docs.
This meeting will begin as a Monthly occurrence. As you progress with Perch, we will push these out to Quarterly. Typically, we have three Monthly Reviews. We’ve found our client base to be well adjusted within this timeframe, with a preference of less one-on-one meetings and more of a focus on habitual communication.