Overview: The Onboarding Process

After your subscription is created, you will receive an email with a link to begin your account setup—or “onboarding”—process on your computer. This process typically lasts 30-45 minutes, depending on how much necessary information you have on hand.


What happens during the onboarding process?

After creating a login and password, you will verify your business information, connect your business accounts to our software, and upload your customer contacts into the account. Then, you will learn how our software 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 the onboarding process?

Besides access to a computer, please be prepared with a few items:

  1. Login information for your business pages on Facebook, Yelp, and Google
  2. Login information for any email addresses you use to communicate with customers
  3. Ideas for a New Customer Offer, any upcoming holiday/seasonal promotions, and any general promotions that you offer for returning customers


What happens after the onboarding process?

Once your account is fully set up, our software will automatically start sending marketing messages to drive key outcomes (feedback responses, reviews, referrals, new customers, and repeat business) within the first 30 days. You can expect these outcomes to increase over time.

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