# 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!