Onboarding and Support Plan
Set Up Your New Clients for Success on "Autopilot"
While You Keep Your Focus Where it Belongs: Growing Your Business
Can we all just agree that Onboarding and Training new clients is a pain in the @$$?
It takes hours to gather all of the information and get them into the system. Then you have to train them and answer "newbie" questions.
And the trouble is, the faster you sign up new clients the more time onboarding and training takes out of your week. How are you supposed to find time to keep growing your business?!
Autogration can take care of your onboarding and support so you can focus on generating more revenue.
Autogration Onboarding Process
Collect Client Details
Gather all of the details needed to set up the new client account, and configure 3rd party software.
Configure HighLevel
Configure a new HighLevel based on the clients needs that we gathered in the questionnaire.
Software Integrations
Integrate all of the required software accounts that will connect to HighLevel and configure everything.
Install Snapshots
Install all snapshots needed for the client account into HighLevel.
Live Training Call
Live Zoom call with client to walk through the HighLevel software and train them how to use the snapshots and other software features. Train how to use your unique processes.
What Our Clients Are Saying
Support Process
Built-In Support
Install Support Ticket System right in the client account. Help is just a button-push away. Support tickets will be answered within 1 business day.
Help Document Library
A searchable library of help documents and videos will be accessible from the menu bar.
Fast Track Course
A White-Labeled fast track course with your branding will teach them everything they know to get started and find success quickly.