The Ignition One-on-One Onboarding Simple Stages to CRM Success
We break up your onboarding into easy-to-follow stages designed to get you and your team using CRM in your live environment in weeks, not months.
Prepare for your Rollout
1-2 Weeks
Prepare yourself, your team, and your system for CRM onboarding.
Kick-off
Call
System Setup Meeting
Pre-Training Session
Prepare your Champion
1-2 Weeks
Complete training modules & streamline your system.
Admin Training Course
Admin Checkpoint Meeting
System Streamlining
Train your
Team
1-2 Weeks
Introduce your streamlined app & training materials. Monitor internal progress.
Sales Training Course
Internal Training Recap
Sales Checkpoint Meeting
Go Live
Build New
Habits
3-4 Weeks
Encourage ongoing usage, develop in-depth skills, & iterate your system.
Check-in
Calls
Coaching
Calls I, II, & III
Deep Dives (Recurring)
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