Smooth Onboarding

Discovery Call

  • Understand your unique business operations and requirements
  • Establish pain points and goals
  • Determine whether we align

1:1 demos

  • Overview of the system and unique Deal Pack benefits
  • Customized demo of features you are interested in
  • Multiple demos if necessary to accommodate your schedule and team

Decisioning Call

  • Review services and terms, required Features & Integrations
  • Agree on timeline and investment
  • Provide references

Training & Conversion

  • Setup
  • Data review
  • Training

Go Live

  • Coordinated data pull
  • All-hands on deck
  • Satisfaction guarantee

VIP Check-Ins

  • First 90-days we call you
  • Afterwards and always, we are a phone call away 24/7
  • Weekly updates, enhancement requests