LETS START BUILDING YOUR CAPITAL INFRASTrUctuRE NOW
Watch this On-Boarding Explainer Video
This 4 step on-boarding process will ENSURE your Technology Infrastructure and Pre-Built System are set up properly and you are ready to move forward.
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 CRM.
2
TECHNIAL ON-BOARDING CALL. At the end of the survey, you will be asked to schedule a technical on-boarding call with my team. They will use all the information you provided to integrate all of your 3rd party platforms into your system on the phone with you. They won't quite until it's done.......so be ready!
3
SITE CUSTOMIZATION SURVEY. At the completion of your technical on-boarding you will be given a customization survey where you can provide us with your branding kit, photos, and information about your team. We will use that information to CUSTOMIZE your entire built for you system (every single detail).
4
SITE CUSTOMIZATION REVIEW CALL. After the tech completes your customization, he will schedule a call with you and your team to review his work and ensure you like it. We will also set up the profiles of all your team members! Then you are ready to rock and roll!
