Steps for Onboarding Process
- 1.Pay your monthly fee via the checkout pages provided. This way, our team of engineers can get started on setting you up.
- 2.Sign your agreement via DocuSign. It should be in your email. If not, let us know!
- 3.Accept the Slack invitation - Slack is the best place to get in touch with us, ask questions, schedule calls, etc! Watch this video on a quick tutorial for Slack!
- 2.If we are involved in your onboarding process, share the login info to your platforms so we can load in your data.
- 6.Watch the educational videos on the dashboards that are sent out every other day to your email.
- 9.Once you gain access to your Insights Doc, have a sneak peek of your account and familiarize yourself with the tool. Prepare questions to ask on Slack or the Insights Call. Here are some videos on how to best play around with the tool:
- 14.Reach out to us anytime via Slack.