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Welcome to Crowdtech Survey: Your Onboarding Journey

We’re excited to help you get started with Crowdtech Survey! Over the next 6 weeks, you’ll go through a structured onboarding process designed to ensure you’re fully equipped to get the most out of our platform. Here’s a preview of what to expect:

Week 1

Kick-off & Account Setup

Your onboarding journey begins with an online introduction meeting where we’ll:

You’ll also receive an onboarding email summarizing the process, including any “homework” or preparation needed for the next steps.

Week 2

Training

This week is all about getting you comfortable with the platform. You’ll receive a 3-hour training session where we’ll guide you through the key features of Crowdtech Survey. You’ll also take a walk through your personalized project board to ensure everything is set up for your needs.

Week 3

Deep Dive Session

In the third week, we’ll dive deeper into your specific needs with a 1-hour session. This session will cover any technical add-ons you’ve requested, such as:

We’ll ensure you’re fully set up and comfortable with these advanced features.

Week 4

Implementation & Migration

Now it’s time to put everything into action! You’ll start working on the items listed on your project board, setting up and customizing the platform to your needs. If you have any questions, our Customer Success team is available to assist you throughout the process.

Week 5

Check-in by Customer Success

In Week 5, our Customer Success team will check in with you to see how things are going. We’ll ask:

If you have any final questions or need help, we’ll make sure you have the support you need to move forward.

Week 6

Offboarding & Introduction to Team Support

A week after our check-in, we’ll introduce you to our Team Support team, who will be there to assist you long-term. You’ll receive an offboarding email containing all the relevant information and contact details for ongoing support.

Need guidance?

We are here to guide you every step of the way, making sure you have a smooth and successful transition to using Crowdtech Survey. If you have any questions or need help at any time during your onboarding journey, don’t hesitate to reach out to our team. We’re here to help!

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