What do a Super Bowl coach and a SharpSpring Onboarding Specialist have in common?
Expert knowledge.
A football team, no matter how great its players, cannot make it to Americaâs biggest stage without an expert advisor on its sidelines. Play by play, down by down, an effective coach breaks football down to a science that his players can understand, execute, and ultimately win.
At SharpSpring, weâve adopted a similar approach in our onboarding process. Step by step, day by day, one of our Onboarding Specialists will be there to help you become a marketing automation expert with a game-winning strategy.
But SharpSpring Onboarding Specialists are not just coaches â we are also consultants, automation strategists and a resource to help you re-sell more effectively. And while weâre ready to do our part to help you master the platform, everything will be easier if youâre ready too.
Read on for some tips and tricks for ensuring youâll get the most out of your onboarding experience.
Be ready to hit the ground running
If youâre as eager to get started as your Onboarding Specialist is, youâre guaranteed to have more success. In my experience, partners who are prepared and actively engaged tend to learn the platform faster and reap the most benefits from their onboarding.
Donât be shy with your Onboarding Specialist
We want you to be successful, and that involves getting all your questions answered. If you are unsure about something, donât hesitate to email your Onboarding Specialist. If youâd rather get more in depth, just schedule a training session with us through our easily accessible calendars. (Yes, you have access to our live calendars so you can book time whenever you want.) The bottom line is that your success is our success, so donât hold back.
Make the most of your time in onboarding
While sixty days may seem like a lot, it goes faster than you think. There is so much to learn within the application, so itâs essential that you meet with your Onboarding Specialist at least twice a week. Whether itâs to cover general training or to prepare for the launch of a massive marketing campaign, meeting with your Onboarding Specialist on a regular basis is crucial to your long-term success.
Loop in key team members
The SharpSpring platform is fairly robust, and you might require the help of other team members in order to benefit from all it has to offer. From the back end to the front end, from graphic designers to salespeople, itâs important to have clear communication among all team members who will be using the platform. Your Onboarding Specialist wants to set you up for success, and making sure the right team members are involved from the beginning is a key factor.
Just try to have fun (We always do)
Thereâs nothing more rewarding for an Onboarding Specialist than to see that youâre actually implementing everything you learned during your training. We want you to use the application to its fullest capabilities â and hopefully even have some fun with it! As an Onboarding Specialist myself, I have fun working with SharpSpring partners and getting to watch them grow and learn more every day. Itâs like a short-term relationship with everlasting benefits.
To wrap it all up
SharpSpringâs Onboarding Specialists have one goal in mind: to ensure your long-term success, with our application and as our partner. We are more than just coaches, and weâre ready to provide you with whatever you need in order to thrive. And donât forget â while you do have unlimited access to your Onboarding Specialist, the resources donât stop there. We have a fully dedicated support team and endless training materials to assist you throughout your journey with SharpSpring.
Happy onboarding!
