CRM Onboarding Assistance

What You Get

We break training into two calls because brains need breaks. We want things to stick.

Business Hub Setup

Let’s start at the root. In your first session, our team will roll up their sleeves with you to get your Business Hub fully wired and functional.

What we’ll cover:

• Connect your social media accounts for the content planner
• Link your existing domains
• Download and log into the mobile app
• Connect Google Business Profile and review platforms
• Set up phone numbers per user
• Configure payment gateways

Block out two hours, grab your coffee, and get comfy. We’ll get through it together.

Basic Training

This is the call where everything clicks. Literally.

You’ll learn:

• How to use your dashboard to make decisions, not just look busy
• What each category on the navigation actually does
• Where to find and use templates for emails, funnels, forms, and texts
• How to add users without breaking stuff

It’s perfect for your whole team, invite everyone who’ll use the platform daily.

More Than a Warm Welcome

Onboarding doesn’t end when the call does.

Here’s what else you’ll walk away with:

• Templates built by our own dev team. Tested, tuned, and designed to help you get results faster
• A friendly human at the other end of the support line when you hit a wall
• Answers to the questions you didn’t even know you needed to ask
• Tips on how to avoid the most common time wasting mistakes

We’re here to help you build something that lasts. No jargon, no confusion, just real help from real people.