How do I schedule an onboarding session?

Who should attend?

It is a comprehensive tool designed for use by a number of teams, as explained in the article How to manage your team's permissions. Our platform helps businesses improve customer engagement and experience by providing tools to manage customer asset data. You'll benefit from an onboarding session if you're interested in streamlining your business processes, saving time, and increasing customer satisfaction.

What will I need before scheduling?

Before booking your discovery call, there are a few things to consider to ensure you get the most out of your onboarding sessions:

  1. Know what you want to achieve: Having a clear idea of what you want to accomplish with Lifecycle Manager will help your Partner Success Manager provide more targeted guidance and advice during the call. Whether it's streamlining your customer engagement processes or increasing customer retention, a clear goal will help you make the most of your onboarding experience.

  2. Familiarize yourself with the platform: While your Partner Success Manager will guide you through the key features of Lifecycle Manager during your onboarding session, it's helpful to have a basic understanding of the platform before your discovery call. Please see Getting started in Lifecycle Manager for more information.

  3. Have your data ready: To get the most out of your onboarding sessions, it's important to have your data ready, including any customer data you want to import into Lifecycle Manager and any marketing materials or campaigns you want to set up.

  4. Ensure that you have the necessary access: Depending on your role within your organization, you may need access to specific Lifecycle Manager features, as shown in How to manage your team’s permissions.

With these things in place before your onboarding session, you'll be better prepared to learn about Lifecycle Manager and start with the platform.

Where do I start?

To schedule your discovery call and onboarding session, please use the following link and choose a time that works best for you. During your discovery call, your Partner Success Manager will learn more about your business needs and goals, and at the end of the call, they will book you in for your dedicated one-hour onboarding session.

We recommend booking your discovery call as soon as possible to begin your onboarding journey with Lifecycle Manager. Your Partner Success Manager will work with you to create a customized onboarding plan that fits your needs, and we'll be available to answer any questions you have along the way.

Schedule your discovery call here

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