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You’re Invited!

Customer Advisory Board

Welcome! You have been invited to participate in the Fleetio Customer Advisory Board. We are inviting a handful of strategic customers like you who regularly use Fleetio and are invested in the future of our product to participate in our first-ever Customer Advisory Board (CAB) on October 9-10, 2024.

Title

Mission


The purpose of our CAB is to gather insights from customers on how they use our product and service offerings. We’ll use this feedback to shape and guide the future of our product roadmap and enhance the overall Fleetio customer experience.

We want your feedback


Please share your thoughts and suggestions with us on how we can make Fleetio even better. We’ll pay for all travel expenses in exchange for your feedback and time! Plus, we’d love to meet you in person!

Benefits of Membership


Influence the direction of Fleetio to support and scale your business.

Network with fellow users of Fleetio, discuss industry trends, and share best practices.

Get a peek behind the Fleetio curtain before anyone else.

Exclusive access to Fleetio executives and product experts.

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Save the Date: Onsite Customer Advisory Board Meeting

October 9-10, 2024

Fleetio headquarters,
1900 2nd Ave N, Birmingham, AL 35203

Main Topic: Workflow Automation

Please be prepared to share how you currently use or plan to use workflow automations in the Fleetio platform, along with your ideas and suggestions for improvement including but not limited to:

  • What repetitive tasks do you hope to solve for?
  • Are there specific recurring errors you want to reduce?
  • What conditions or tasks would you like to see in our workflow builder?

Agenda


DAY
1

ARRIVAL

Wednesday, October 9th

6:00 pm Arrive for a fun night of golf, food, and drinks at Top Golf!

DAY
2

8AM-4PM CST

Thursday, October 10th

Topic: Workflow Automation (led by Fleetio product experts)

8:00 am Breakfast

8:30 am: Welcome (Jon Meachin, CEO)

8:45 am: State of the Industry (Belinda Rueffer, VP of Marketing)

9:00 am: Overview of Product Roadmap & Strategy (Esteban Contreras, VP of Product)

9:45 am: Break

10:00 am - 11:45 am: Workflow Automation Deep Dive (Josh Shores and Dan Simpson, Product Team)

  • What are Workflow Automations?
  • Brainstorming Session
    • What Do You Want to Automate?
    • Card Sorting and Discussion

11:45 am: Break

12:00 pm: Lunch

1:00 pm: Usability (Koy Carraway, Principal Product Engineer)

2:00 pm: Wrap-Up of Automation and Usability / Questions (Product Team)

2:15 pm: Break

2:30 pm: Reporting & Analytics (Kayleigh O’Malley & Melissa Cox, Product Managers)

3:30 pm: Automagical AI Session (Jorge Valdivia, CTO)

4:00 pm: Wrap Up: Thoughts on Future CAB Meetings (Belinda Rueffer, VP of Marketing)

4:30 pm: Thank You for Coming!

DEPARTURE

Accept your invitation

We hope that you will be a part of our inaugural CAB meeting this fall! To RSVP to this exclusive invitation, we ask that you please submit your information below and agree to our Non-Disclosure form:

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