Prepare for a Productive Onboarding Meeting

  • A working computer or mobile device with a reliable internet connection.

  • Login credentials (if they have already been provided) for the CRM system.

  • Any necessary information for setting up staff accounts, such as their name, email address, and phone number.

  • An understanding of their role and responsibilities within the system (if applicable).

  • Login credentials for social media accounts Facebook, Instagram, Twitter, TikTok, Google Business Profile.

(We won't ask for login information, our goal is to offer assistance to ensure you sucessfuly integrate and learn about the features of our platform)

  • Any questions you may have about the account setup process or the CRM system in general.

We Look Forward To Talking With You Soon.

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