Before an actual onboarding session takes place, an onboarding agent will reach out by email to learn more about the following items:
What you want to gain from this session
Which questions you would like to cover
Your current workflow and set-up of your Teamleader account
This information helps the onboarding agent to prepare for the call so they can tailor it as much to you as possible.
An online onboarding sessions takes up one hour. In the online conference call, the onboarding agent will go over the questions you have sent over by email in advance as well as provide advice and share best practices on how you can optimise your workflow in Teamleader.