Home » ESP Referify Onboarding

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)