Reference Call Prep Sheet

You're about to speak with an agency director who has been using Frisco. This sheet gives you the questions that will tell you everything you need to know.


About Their Situation Before Frisco
Context match
What was your agency's situation before you switched? How many DSPs, what types of waivers?
Your notes:
Pain points
What were the biggest operational frustrations that led you to look for a new system?
Your notes:
Hesitations
What made you hesitant to switch? How did you work through those concerns?
Your notes:
Timeline
How long did you stay with your previous system after realizing it wasn't working?
Your notes:
About the Implementation
Disruption
How disruptive was the actual switch? What surprised you about the process?
Your notes:
DSP adoption
How did your DSPs respond? How long before they were comfortable with Frisco?
Your notes:
Billing continuity
Was there any disruption to your billing cycle? Did you experience any gaps in revenue?
Your notes:
Support
What was the implementation support like? Did you feel like you had backup when you needed it?
Your notes:
About Life After Frisco
Documentation
How has documentation quality changed? Are your coordinators spending less time chasing notes?
Your notes:
Billing outcomes
Have your denial rates changed? What has the impact been on monthly revenue?
Your notes:
Audit readiness
Have you been through any audits since switching? How did that go?
Your notes: