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This phase focuses on helping your team understand how DayDream operates day to day, how we collaborate with your office, and how work will flow once services are live.

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What to Expect During This Phase

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How DayDream Works Day to Day

We begin by reviewing how DayDream supports your practice on an ongoing basis, including:
  • How work is organized and tracked
  • How questions and follow-ups are communicated
  • How issues are identified, worked, and resolved
This provides context before walking through specific workflows.

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Platform Walkthrough

During the Training Phase, we review the DayDream platform and how your team will interact with it. This typically includes:
  • Navigating the platform
  • Understanding how tasks are created and used
  • Reviewing where visibility and status updates live
  • Knowing where to look for questions or follow-up items
Interactive walkthroughs may be shared to support training and future reference.

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Workflow Alignment

Training also focuses on aligning expectations between your office and DayDream. This may look different based on your Organization’s structure: -Single practice -Multi-location groups -DSOs/Enterprises We typically review:
  • What DayDream owns vs. what remains with the office
  • When your team may be asked for input
  • How and when communication should occur
  • What a “normal” day-to-day workflow looks like once live
This ensures there are no surprises after launch.

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What This Phase Produces

By the end of the Training Phase:
  • Your team understands how to work with DayDream
  • Platform access and usage expectations are clear
  • Communication and task workflows are aligned
  • Any remaining questions or gaps are identified before launch
This prepares both teams for a smooth transition into Launch Day.

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What Comes Next

Once training is complete and readiness is confirmed, onboarding moves into Launch Day, where services officially go live and DayDream begins active work under the agreed-upon process.