SynkedUP Onboarding Process

We do onboarding as a “done-for-you” service. We don’t want you floundering around in setup. We want you getting results. 💪

What is the Onboarding Process?

  1. Your first payment activates your account and triggers the onboarding process. To do this, you can call us, or book a demo and sign up on the demo

  2. Your payment triggers an email to you with the Budgeting form, which you'll begin plugging your numbers in to. The goal here is for you to give us your best effort numbers. We don’t want you stressing out over making sure everything is perfect before submitting. That’s what we’re here for – to help. 😁 Some folks breeze through and just give us the best they have off the top of their heads. Others spend a few hours poring over their P&L giving us as accurate info as they can. We’ll take whatever you can give us as a starting point, and then that’s the first thing we’ll dial in on the onboarding call.

  3. As soon as you submit the Budgeting form, you'll get another email requesting you to fill out the onboarding form. It asks you for things like your company name, logo, address, customer lists, what services you provide, etc. This gets our onboarding specialists the info they need to configure and set up your account. Our goal is to get you through setup and on your way to results ASAP.

  4. We hold your Budget Review call and dial in your numbers to price jobs profitably. We ensure best practices are adhered to you, so you can rest easy, and address any questions or uncertainties that you may have had with your numbers. This takes about 60 min. We then schedule your next call, the Onboarding call.

  5. Onboarding call! This takes about 60 min. We meet you on Zoom and make sure your customers are imported, your products are imported, your QBO is connected, and you are set up to begin building jobs, scheduling, clocking in and out, etc. The goal is to get all setup complete by this point.

  6. You begin building out your jobs and getting comfortable in your shiny new account. We recommend getting your staff to take the appropriate learning tracks. (We have a learning track for foreman, office admin, sales people, etc.) At this point, if you ever run into a blocker, or just need some time to jump on a screenshare with our support and review things, you can request a call anytime through our chat support. Through this chat we can also screenshare, offer tutorial videos, etc.

  7. We then book a few follow up calls to ensure things are going smoothly as you continue to deploy and implement SynkedUP into your business. We recognize it's easier to continue doing what you've always done in the past, (even if that system is old and broken) and our goal is to walk beside you, and help you push through that well to ensure success.

How much of my time will it take?

How long will it take until you are no longer in setup mode, but in full on “using it” mode?
Anywhere from a day to a few weeks. Up to you.

Filling out your budgeting numbers takes anywhere from an 30 min to a couple hours

Filling out that onboarding form takes about 15-20 min

Attending the Budget Review call usually takes 60 min.

Attending the Onboarding call usually takes 60 min.

Attending Follow Up calls usually take 15-30 min each.

 

From here it varies by the size of your company, how many jobs you have already sold that you need to enter into your new account, how much scheduling you need to bring up to date, etc.

We have customers that run $500k to $2m businesses with 5-10 guys that are rolling in their first day.

We also have customers that have bigger companies, or maybe takes a while to get all their stuff together (like customer lists, product lists with pricing, etc) and get busy with the demands of life, and drag the process out over a few weeks.

We cringe when we see that. But we get it’s reality. Our goal is to walk with you, support you, and do as much of the onboarding leg work as we can for you so that you can get cranking through to the results.

We view our onboarding as a “done-for-you” service. If you get us the info (that’s what the onboarding forms are for) we’ll do the work. We want to take as little of your time meddling in setup as possible.

What does SynkedUP take care of for me?

If you’ve seen our pricing page, you’ve seen that we charge a $1,000 onboarding fee.

The point of that fee is to get a team of experts on your account ASAP and get cracking on doing the setup for you, and get you successfully using the system. Fully configured and customized to your company and your numbers.

Now, here’s what you get for that $1,000

– Import your customers for you
– Import your products and their pricing for you
– Connect and configure your QBO (So you don’t have to mess with it!)
– Build your company budget – to ensure your markups are dialed in to recover YOUR overhead burden and generate the profit you want. That’s basically technical talk for MAKE SURE YOUR ESTIMATES ARE PRICED FOR PROFIT!
– Make sure all your divisions an settings are configured for the work you do in your business
– Coach you through next steps to get all your jobs entered and scheduled in SynkedUP
– Provide as much live support as you need to get your feet underneath yourself. If after your onboarding call, you get into the system and encounter a couple questions or just want some more coaching, we’ll book Zoom calls with you to go over anything you need to gain confidence and feel comfortable in your new system.

Don’t worry though, we often hear that “Wow! This was much less difficult than I was making it out to be in my mind before we signed up!”. So we’re here to do everything we can to make sure that’s your experience too.

If you have any other questions, hit us up in the little blue chat box to the right!

Cheers! 🥂