What’s Included in Our Onboarding Process:

1. Purchase Confirmation and Introduction

After signing up, you’ll receive a detailed confirmation, guiding you to your personalized onboarding page. This page includes an overview video that walks you through the onboarding journey step by step.

2. Pre-Onboarding Survey & Scheduling

To ensure a tailored experience, you’ll complete a short pre-onboarding survey to share essential details about your business. Then, schedule two 1-hour sessions:

• Tech Setup Call
• Training Call

3. Account Setup

Our team will configure your SMBcrm account based on the information you provide, ensuring everything is customized for your business before your first onboarding session.

4. Tech Setup Call

In this hands-on session, we’ll help you:

• Connect your domain
• Set up key integrations (e.g., calendars, email, and social media)
• Activate phone numbers and messaging tools
• Configure your CRM to fit your workflow

After the session, you’ll receive a recording and a detailed report of the call.

5. Training Call

In the second session, we’ll train you on how to use SMBcrm to its fullest potential. From managing leads and automating workflows to tracking performance, this session ensures you can leverage every feature. You’ll also receive a recording and notes for easy reference.