Onboarding

What to Expect:

• A kickoff meeting to align objectives, timelines, team roles, and metrics of success.

• Guided setup support. Configuring your account, integrations, and processes.

• Hands-on training for your team, tailored to roles and responsibilities.

Why It Matters for You:

• Prevents wasted time or misalignment and ensures everything gets set up correctly and efficiently.

• Helps your team feel confident fast, rather than struggling through trial and error.

• Establishes strong early momentum - it’s when your ROI journey begins.

How to Make the Most of It:

• Have your team ready with setup questions, data, and access needs.

• Attend or record sessions so your internal team can train others later.

• Set clear, realistic milestones and check-in points.

After Onboarding:

• You’ll receive a “first value” review: are core goals being met?

• From there, the Customer Success or Support team takes over armed with your history and aligned on next steps!