This onboarding process will help you get set up with your new software and digital assistant. It is divided into two parts:
1. Pre-onboarding survey: This survey will collect some basic information about you and your business. This information will be used to set up your account.
2. Onboarding call: schedule 1 call. One Onboarding call to get the technical and compliance setup out of the way. That way, we can get you started with the most important features for your business.