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Knowledge Base

Onboarding Form

Last updated: May 30, 2024
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Upon onboarding our team will send you an onboarding email with requests to

(1) fill out our onboarding forms and (2) request access to the above tools. 

Onboarding Forms

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You can always respond with your questions or schedule a meeting with Dustin who will walk you through the usage of the tools. Our team will maintain consistent communication with you throughout the process to follow up on the other things needed for a smooth transition. 

Things you need to provide:

  • Email recipients for leads and accesses
  • Clarifications on onboarding responses

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