Welcome Aboard!
Please complete these next few steps to make the CRM your own, and schedule your white glove 1-on-1 onboarding call.
Getting Started with GoEliteTech
This onboarding process will help you get set up with your new CRM and learn how to use it.
It is divided into three parts:
1. Pre-onboarding survey: This survey will collect some basic information about you and your business. This information will be used to set up your CRM.
2. On screen overlay tutorial and videos. You will soon get your login information to get into your CRM admin seat. *Check your spam or Junk folder if you aren't finding it.
Until you check the boxes on the training checklist you won't be able to navigate the CRM portal freely. But after about an hour of learning how to drive, the road is yours.
3. Onboarding calls: There are two calls involved in this process.
We recommend getting started with the self-guided leaning and signing in before these calls.
The first is a tech call to guide you through the technical setup of the CRM.
On that call, our team will then help you schedule the training session call. Which covers the most important features of your CRM and how to get future support.
In a few hours you'll have
A professional website
A business email to match
A 24/7 Ai Receptionest and Appointment setter
You'll be bringing in new leads in no time!