Client Education Center

Welcome to our education center! We created our education center to help our clients, new and old,  get onboarded quickly, and find answers to questions we hear over and over! Below you will find our client onboarding process which will give you step-by-step instructions for granting access and scheduling your kickoff meeting. Please let us know if there was something you couldn’t find and we’ll be sure to answer any questions!

Client Onboarding

Follow These 3 Steps

Watch This!

Step one is watching this quick video of us explaining the process.

Granting Access

Step two is giving us the access to the accounts we need.

Kickoff Meeting

Step three is scheduling a meeting once we have access to everything!

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