Book Your
Onboarding Session
Let's get you set up for success. Book your onboarding session and our team will walk you through everything — from platform setup to your first campaign — so you hit the ground running.
Fast-Track Setup
We'll configure your account, integrations, and workflows so everything is ready to go from day one.
Full Platform Walkthrough
Get a guided tour of every tool and feature relevant to your business goals — no guesswork.
Custom Configuration
We tailor your setup to your industry, team size, and specific goals — not a generic template.
Included with Your Plan
Your onboarding session is included as part of your Scotify Solutions subscription at no extra cost.
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Frequently Asked Questions
What happens during the onboarding session?
We'll walk you through your entire Scotify Solutions setup, from connecting your accounts and configuring your CRM to building your first automation workflow and launching your first campaign. It's a hands-on, personalized session tailored to your business.
How long does onboarding take?
Most onboarding sessions run 45 to 60 minutes. We move at your pace and make sure every question is answered before we wrap up.
Do I need anything prepared beforehand?
Just have your business details handy: your domain, social media accounts, and any existing contacts or leads you'd like to import. We'll take care of the rest.
What if I need more help after onboarding?
No problem! You can book a Tech Support session at any time, and our team is always reachable via your client portal. Ongoing support is part of your plan.