Book Your Onboarding Call

Kickstart your Eagleview experience with a personalized onboarding session

tailored to your business needs.

Our experts will guide you through platform setup and strategy.

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Your Onboarding Journey

A seamless process to get you up and running quickly

Strategy Call

We discuss your business goals and challenges to create a customized plan

Platform Setup

Our experts configure your Eagleview dashboard to match your workflow

Workflow Creation

We build your automation sequences and lead management systems

Training then Launch

Your team receives comprehensive training before going live

Why Book an Onboarding Call?

Maximize your investment with expert guidance

Faster Implementation

Get up and running in days instead of weeks with expert guidance

Custom Configuration

Tailor the platform to your specific business processes and needs

Expert Training

Learn best practices from certified Eagleview platform specialists

Accelerated Results

Start seeing ROI faster with optimized workflows and automations

Priority Support

Receive dedicated assistance during your implementation phase

Strategy Development

Develop a customized growth strategy based on your business goals

Book Your Onboarding Call

Ready to transform your business with Eagleview? Schedule your personalized onboarding call with one of our platform specialists.

During this 30-minute session, we'll:

Review your business goals and challenges

Map out your implementation plan

Configure your Eagleview dashboard

Answer all your questions

Duration: 30 minutes

Format: Video call (Zoom or Google Meet)

Onboarding Call FAQs

What should I prepare for the onboarding call?

Before your onboarding call, please have the following ready:

-Your business goals and key challenges

-Access to your current CRM or customer database

-Your marketing materials and branding guidelines

-List of team members who will use the platform

-Any specific workflows you want to automate

How long does the onboarding process take?

The full onboarding process typically takes 1-2 weeks depending on the complexity of your setup. The initial strategy call is 60 minutes, followed by 2-3 configuration sessions and a final training session.

Can I reschedule my onboarding call?

Yes, you can reschedule your onboarding call up to 24 hours in advance. Simply contact our support team or use the rescheduling link in your confirmation email.

What if I need additional support after onboarding?

All Eagleview plans include ongoing support. You'll have access to our knowledge base, email support, and can schedule additional training sessions as needed. Premium support options are also available.