How often a customer receives an onboarding session, isn’t a fixed number and depends on the needs of the customer. Before an onboarding session takes place, a customer can access numerous resources - at all times - to get them fully onboarded with Teamleader.

If a 1-hour onboarding session with an onboarding agent is still recommended after consulting all these resources, our agents will reach out by email to help assist for practical details and organise an onboarding training.

How does a new customer get onboarded?

Once a new account is activated, a new user receives an email on the first day which directs them to a step-by-step guide on how to set-up their account and start using Teamleader. By going through all these steps, users can fully acquaint themselves with the tool.

Below’s an overview of all the resources new users can benefit from to get fully onboarded:

  • A well-documented online product manual which offers how-to articles, getting started articles as well as video tutorials.

  • A virtual classroom session in which multiple users can join a session to learn about a specific topic in Teamleader in small groups. Users will be invited to join these sessions by email.

A 1-hour, one-on-one online onboarding session upon request in which an onboarding agent goes over the specific questions a customer would like to cover and helps optimise their worklflow in Teamleader side-by-side.