White-glove Onboarding
Your priorities are our priorities
Onboarding service fee paid prior to first onboarding session. Amount is equal to estimated first bill. Minimum: $1,000. Setting: remote.
Quick & Easy Onboarding
Diving into new software during can feel overwhelming, but no worries – we've designed a personalized onboarding experience that makes texting a breeze for you and your team in record time!
"Very Helpful"
I think that the team at Beetexting is very helpful, and they made it easy to create an account and start working with them.
Leonid Yankop
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White-glove Onboarding: How it Works
Our white-glove onboarding service is designed for new customers that want to implement Beetexting quickly, with a high adoption rate from your team. We'll walk you through each step of the onboarding process from guiding you through TCR registration to helping you implement the right features for your use cases.
Step 1
Book Your White-glove Onboarding Kick-off Call
Set up your account with help from Customer Success
Review your current phone number setup & determine which phone numbers need to be activated.
Get the appropriate numbers activated and registered with TCR
Establish your texting goals and develop program that can be measured.
Get all your questions answered such as contact import, conversation import, opt-in/opt-out compliance, texting program strategy, etc.
Step 2
Training Session
Customize Beetexting for your team's use case
Import your contacts and conversations
Set up custom contact lists for your texting programs
Onboard your team and develop custom SOPs
Customize team and user tools (workflows, automated sequences, shared templates, etc.).
Step 3
Resources & Support
Ongoing support to ensure your success.
Beetexting success team monitors your texting programs' performance
Follow up SOPs and prerecorded guides sent to your users
Follow-up group or one-on-one training and ad-hoc VIP screen share support sessions
Texting program reporting training
"Bee's customer service is fantastic."
Debbie Harris
"They were great at explaining everything to us and helping us out."
Janie Flores
"They respond quickly, super friendly, and are a great help."
Chris McCrone
Book Your White-glove Onboarding Kick-off Call
Our customer success team is looking forward to providing an easy and stress-free onboarding experience for you.
Use the calendar to choose a time that fits with your schedule. We're excited to work with you!
