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ESP Referify Onboarding

What happens when onboarding?

  1. Intro Meeting Presentation This is where we introduce ourselves, do a high-level overview- and review the next steps.
  2. First Training Session
  3. Second Training Session
  4. Third Training Session
  5. Go Live Session
  6. Follow-Up Meeting One
  7. Follow-Up Meeting Two

Order Form (to be completed before an onboarding call- no need to fill out prior to a demo if not sure practice is ready)
New User Request (To add a new user for an account)