Call our Channel Partner Team:
833 467 2005

Welcome

How we say Welcome to new Customers!

To ensure our customers is imperative that they have a great experience from the time they first get to know us.
Our team understands that “First Impressions Last”, so they’re delivering value right from the start.

Welcome Email

Automatically created at the time of sign-up.
Provides customer with account and login credentials.

Onboarding Call

Provide guidance through tutorials, documentation and videos. Make it easy for customers to “get to know” us and reach out to our team.

First Bill Run Through

Walk the customer through the first bill they receive and confirm everything in their plan is as it should be.

Feedback & Review

Ask customer and Sales Agent for feedback on how we did. We’ll take this to heart and implement steps to continuously improve.

Welcome Customers FAQ

There are a few reasons to connect with our customers once they have signed up. 

  1. We want to offer the customer an opportunity to take a tour of our Cloud PBX, or any of our apps. This is to ensure they’re familiar with how to setup and use these tools.
  2. We want to connect with the customer to ensure they know the best way to communicate with us for support including our online Chat, Phone numbers, Knowledge Base etc. 
  3. And of course, we want to be sure that we have captured all the correct details about the business and the authorised contacts on the account, including the Sales Agent’s details.

Our team will call the customer (yes, we do love phone calls). And we can arrange with the customer to give them interactive, online presentation as well.
We also will send through a series of onboarding emails including Tips and Best Practices.

We offer a 15 minute onboarding call which will typically cover everything the customer needs to get started.

  1. Step through the first login
  2. Confirm the account details including address and contacts
  3. Check payment settings
  4. Check phone numbers and/or add new phone/fax numbers and lines 
  5. Offer Product Tutorials in the form of a Tour of the Cloud PBX and Numbers Switchboard
  6. Run through the Number Porting process
  7. Discuss First Bill Run-Through with the customer, and set a date/time for this to take place at the end of the first bill period.
 
We ideally want the onboarding call to take place the same day or the day following, account signup. 

In our quest for continuous improvement, we’ll seek feedback from our new customers to see how well our team did in getting the customer onboard, and making their first communications.
Feedback goes through to our Services Manager and each month we review all feedback and develop actions and activities plans to implement any improvements.