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The Essential Onboarding Package delivers rapid, accurate system set-up for daily execution.
Timing: 2 - 3 weeks
Package includes:
90 minute, virtual, guided onboarding session
Core system configuration and workspace setup (permissions and settings)
Data import of contacts/clients, users, and files up to 200GB (No data cleaning)
One 2-hour, virtual team training session. (Up to 10 participants)
Configuration and import support during the first 30 days (up to 20 total hours)
The Essential Onboarding Package delivers rapid, accurate system set-up for daily execution.
Timing: 2 - 3 weeks
Package includes:
90 minute, virtual, guided onboarding session
Core system configuration and workspace setup (permissions and settings)
Data import of contacts/clients, users, and files up to 200GB (No data cleaning)
One 2-hour, virtual team training session. (Up to 10 participants)
Configuration and import support during the first 30 days (up to 20 total hours)