What To Expect During Onboarding

For Pro & Premium plans

Kitz avatar
Written by Kitz
Updated over a week ago

Onboarding Managers are the point persons for the first 60 days of your journey in a Pro or Premium plan. They're experts at getting customers set up on the right track, ensuring you know the ins and outs of our platform and services.

Schedule your 1:1 onboarding call right away if you haven't already! You may also contact our Support Team if you need help scheduling your onboarding call.

What can Onboarding Managers help me with?

For 60 days, your onboarding manager can help with the following:

  • 1:1 or Group Onboarding Calls

  • Best Practices & Request Guidance

  • Workflow Optimization

  • Account Reviews

  • Billing & Subscription Changes

  • Design & Platform Feedback

They can give you a demo on how to use our services (via onboarding call), what the best practices are, and suggest any changes to your subscriptions based on how you want or need to use our services.

If you've already booked a call with your Onboarding Manager, we've listed some resources below so you can start ahead!

Remember: You don't have to wait for your onboarding call to start submitting requests - you can start as soon as you're subscribed!

Need further help? Email us through [email protected], or click the chat button on the lower righthand-side of this window to chat with us.

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