How does the onboarding process look like?

June 8, 2023

Our onboarding process consists of three steps:

  1. When you’re ready to get started, we will send you a DocuSign to lock in your pricing.
  2. Next, we will request a self-assessment on the maturity of your tool stack (PSA, RMM, and Documentation). We want to make sure that your systems are functional, configured well and up to date. If you believe that your stack is not properly configured and requires support for improvement before onboarding, we can assist you. Additional costs for Professional Services may apply depending on the requirements. If you believe your stack is ready, we proceed to Onboarding.
  3. During Onboarding, we walk you through every step of the way. We provide you with the integration steps for your PSA, RMM and Documentation platforms, and we will request several details about your business and how you would like to structure our relationship for launch.  We also schedule an introductory call with you to review all of this in context.

From the time that we receive all of the required information to the time that you go LIVE with us is approximately 2 weeks.

If you think that’s fast, you’ll love this:

One of our deliverables to you during Onboarding is a login to our Integration Portal called Lift Off. In Lift Off, you control everything about our integrations in real-time!  This means that onboarding new clients, devices and services becomes and instant process!  No spreadsheets, no delays.  You can also use Lift Off for hundreds of other integration features such as configuring business hours for your clients, indicating VIPs per client, customizing instructions and even configuring your escalation procedures.