Onboarding Experience

How do you handle the onboarding process for new customers?

Prior to launch we will have a tool and processes onboarding call or in-person event depending on feasibility for all involved. In this call we will go over all the tool functions, features etc. We will also answer any questions. We can be flexible and have multiple calls/sessions if calendars do not allow attendance of the whole team. If requested, we can also share a screen recording onboarding video which will be like the live session but without the questions segment. Questions can always be taken via email as well.

Is there a designated onboarding specialist or team to guide us through the initial setup?

You will be assigned an account team for both the implementation and onboarding process. In the vast majority of cases, this team will be your account team beyond as well.

What resources or tools are available to help us during the onboarding phase?

From the technical perspective we will provide a full technical documentation. Otherwise, you will have access to onboarding material as well as our dedicated account team.

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