To activate your account, you will have an onboarding appointment with an Account Manager, which will require you to be in front of a computer. This appointment typically lasts 30-45 minutes and requires some follow-up from the Account Manager to complete in full.
What happens during an onboarding appointment?
The Account Manager will connect your business accounts to our software and walk you through a detailed overview of how it will market for your business, where to track your outcomes, and how to optimize all of the features, ensuring that you are fully set up for success.
What do I need for my onboarding appointment?
Besides access to a computer, please come prepared with a few items:
- Ideas for a New Customer Offer, any upcoming holiday/seasonal promotions, and any general promotions that you offer for returning customers
- Login information to your business pages on Facebook, Yelp, and Google+
- Login information to any email addresses that you use to communicate with customers
What happens after the onboard?
Once your account is fully set up, our software will automatically start driving key outcomes (reviews, new customers, testimonials, referrals, and repeat business) within the first 30 days. You can expect these outcomes to increase over time.
How do I schedule or reschedule my onboard?
Your onboard should be scheduled with your sales rep during the sales call, and you will receive a confirmation email detailing the date and time. To reschedule your onboard, click on the "Reschedule" link at the bottom of your onboarding appointment confirmation email. Alternatively, you can contact us at firstname.lastname@example.org or 855-606-4900 to schedule or reschedule your appointment.