WELCOME AND CONGRATULATIONS
Let's Get Started with Your New CRM
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:
STEP 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.
STEP 2. Onboarding calls:
There are two live online onboarding calls involved in this process. The first is a tech call to guide you through the technical setup of the CRM. On that call, our team will then help you schedule your second call, a training session which covers 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.
Ready - Let's Get You Set Up Now
You'll be bringing in new leads in no time!