1. What is the Fast Track Onboarding Process?
The Fast Track Onboarding is a comprehensive and custom-tailored experience that helps clients set up and learn to use their CRM system. It involves 21 essential checkpoints designed to guide users through the necessary steps to get their system up and running.
2. What are the Key Features of the Onboarding Process?
The 21 checkpoints include:
Login to CRM account: Setting up their login details for secure access to the CRM system.
Dashboard Overview: Understanding the dashboard layout, key features, and navigation.
Business Profile Setup: Filling out essential business details that allow for CRM personalization.
Database Uploading: Importing contacts and other data to organize and centralize their information.
My Profile Setup: Completing the user’s personal details for CRM configuration.
Google/Outlook Calendar Integration: Syncing calendar data to manage appointments directly within the CRM.
Zoom Integration: Integrating Zoom for seamless video meeting scheduling and management.
Email Setup: Setting up email accounts for communication from within the CRM.
My Staff Overview: Managing staff roles and permissions to streamline collaboration.
Creating Workflows: Setting up workflows for automating tasks and processes.
Campaign Creation: Organizing marketing and communication campaigns within the CRM.
Choosing Meeting Locations: Defining virtual and physical meeting locations.
Turning on Reminders: Enabling automatic reminders for appointments and tasks.
ID Verification: Completing the required identity verification process.
Phone Number Purchase: Acquiring a business phone number through the system.
A2P Setup: Configuring A2P (Application-to-Person) messaging for compliance and communications.
Website Domain Integration: Connecting the business’s website domain to the CRM system.
Email Domain Setup: Integrating email domains to enable seamless email communication.
Zoom Integration: Connecting Skype accounts for easy communication with clients and team members.
Integrating Special Accounts: Adding third-party accounts such as payment gateways, CRM integrations, etc.
Setting Up Email Campaigns: Designing and managing automated email campaigns directly within the CRM.
Building Custom Workflows: Automating specific tasks and processes that align with business needs.
These checkpoints cover everything necessary for a client to fully set up their CRM.
3. How Does the Onboarding Session Work?
Booking a Session: Clients will receive a custom link to book their onboarding sessions. This link can be placed in your agency's system or shared with clients directly.
Session Scheduling: Clients will be able to choose from four available time slots per day to book their session.
Session Overview: After booking, clients will see an overview of each session’s agenda, giving them a clear idea of what’s covered.
Progression Through Sessions: Each session focuses on specific aspects of CRM setup, allowing clients to tackle one part of the system at a time. After completing one session, they’ll progress to the next one.
Email Notifications: Clients will receive email confirmations and reminders for their booked sessions. The process is fully white-labeled, meaning all emails will appear as though they come directly from your agency, not from us.
4. What Happens if a Client Needs to Reschedule?
Clients have the flexibility to reschedule any missed session. If a session is skipped, they will receive an automatic email prompt to book another time that works for them.
5. How Are the Sessions Structured?
The onboarding process is divided into five sessions, each focusing on a different aspect of CRM setup:
Session 1:
Introduction to CRM login, dashboard, business profile setup, and uploading the database.
Session 2:
Calendar integrations (Google/Outlook), Zoom integration, and setting up email signatures.
Session 3:
Managing staff, workflow creation, calendar management, and appointment reminders setup.
Session 4:
Compliance and security setup, including ID verification, phone number purchase, and A2P messaging.
Session 5:
Domain integrations (website and email), Skype, social media, email campaign setups, and custom workflows.
6. How Can Clients Access Each Session?
Clients will access their sessions via the session booking system. After they book their slot and complete the necessary details (name, email, phone number, CRM company name), they’ll be guided step-by-step through each session.
Each session’s description is provided when clients book their time, so they know what to expect and can prepare in advance.
7. Is the Process White-Labeled?
Yes! The Fast Track Onboarding is completely white-labeled. Clients will only see your agency's branding. This ensures that the entire onboarding process looks and feels like it's coming directly from your agency.
8. What Should Clients Expect After the Onboarding Sessions?
After completing all five sessions, clients will have a fully set-up CRM with:
Fully integrated business profile
All necessary tools configured for efficient CRM use
Automated workflows to reduce manual tasks
Seamless integrations with popular tools like Google Calendar, Zoom, and more
The result will be a CRM that’s completely tailored to their business, ready to streamline their operations.
9. How Do Clients Know What Will Be Covered in Each Session?
Clients will see detailed descriptions of what each session will cover when they book. This ensures that they can prepare and make the most of each session.
10. How Many Sessions Are There?
There are five sessions in total, each focusing on a different aspect of CRM setup:
Session 1: Introduction to the CRM system
Session 2: Integrations and setup
Session 3: Workflow and calendar setup
Session 4: Compliance and A2P setup
Session 5: Advanced integrations and email campaigns
11. Can Clients Skip or Customize Sessions?
Clients can skip or reschedule any session if needed. However, skipping sessions may result in missing important setup steps. The best approach is to attend all sessions for a thorough setup.
12. What if Clients Have Additional Questions After Onboarding?
If clients have additional questions after completing the onboarding sessions, they can always reach out to your support team. You can offer them additional resources, FAQs, or even a follow-up session if necessary.