This onboarding process will help you get set up with your new CRM and learn how to use it.

It is divided into two parts:

1. Pre-onboarding survey:

This survey will collect some basic information about you and your business. This information will be used to set up your CRM.

2. Onboarding calls:

There are two calls involved in this process. The first call is a tech call to guide you through the technical setup of the CRM. Our team will help you schedule the second call, which is a training session covering the most important features of your CRM. These calls will assist you in getting set up with the CRM and learning how to use it on a day-to-day basis.