Onboarding calls are designed to learn more about your unique business operation, including your most important services and service areas. It helps us align our strategy to your overall business goals and marketing mix.
The calls take place via Zoom with screen sharing and usually take 45 minutes. Getting the Digital Shift team access to your accounts and data beforehand allows us to have insights into your business before we start the call. Account access emails are sent out to you after signing up. Additional details are included in each access request email.
To make the best use of the onboarding call, we prepared this pre-onboarding call checklist:
Plan sign up completed
Account access emails approved
Sales data sent/uploaded
Territory data sent/uploaded
Average cost per lead, if available
Having the above items completed allows us to have a smooth onboarding process and lets our team hit the ground running.