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Onboarding services

Our Onboarding services are only available for Adestra, HubSpot, and SharpSpring. Included within one of these platform purchases, our basic Onboarding package includes:

  • Platform Branding & Set-up: We’ll review and recommend the right configuration features that work best for your operational needs. This includes setting up user permissions, send settings, and template (landing page, email) customization. 
  • IP Warming (Adestra only): We’ll help you build and execute on a communication plan that adequately warms up your IP and establishes your reputation as a legitimate email sender. 
  • Training: Going beyond basic features training, we’ll walk you through a comprehensive series of strategic and functionality workshops. Using your identified use cases, we’ll walk you through a real-world campaign using our A-Z coaching methodology.
    • New Associate Training: Have a new associate who needs to get up to speed on your email systems?  We have resources to help train your team.  If you need a bit more support, we offer add-on packages for a more hand-on training experience. 

Learn about our platforms

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