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Schedule your time below and make sure to read the description in the booking link when you schedule it so we can get your account set up for success.

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Meet Kerri Leete

Client Experience Manager

She will walk you through your onboarding and be your dedicated Client Experience Manager. Feel free to reach out if you need anything as we are your partner and want to keep open communication so we can help solve any issue that arises. 

Frequently Asked Questions About Onboarding

Plan between 30 minutes and 1 hour as you may have additional questions that come up with our questions or introducing you to the client collaboration portal.

It is much easier over zoom and if you need, we can record it for your staff for future training too! Also, the screen sharing makes it easy to do everything on your computer so you are completely set up by the end of the meeting 🙂

Yes, the phone doesn’t allow us to completely set you up. If you need to reschedule, we can always find a better time that works for you where you can be on a computer.

  1. Any logins to your website/socials that we will need access to.
  2. Questions that you would like to chat about.
  3. Short-term and long-term goals so we can make sure the plan is properly set up for success.
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