Our onboarding process is very simple. Once you make payment and choose a service package, we will send you a series of emails detailing everything you need to know about the end-to-end process and how to get started with your first request.
During onboarding we will ask you to securely provide us with access to the platforms required so we can get started (I.e., HubSpot and Zapier / Salesforce and Zendesk).
If you do not have the systems already set up for us to build the automation/s, then we will recommend the systems to best acheive your goal.
Please visit our Onboarding category to learn more.