Meet your team.
From your first call to your first executed contract, our team is here to listen and help from onboarding and beyond.
Four phases of onboarding
Collaborate with our team to get your existing contracts organized in a central repository and build customized templates and workflows tailored to your team’s specific structure and requirements.
1Discovery
- Kickoff call
- Project alignment
- Workflow assessment / File sharing
2Setup & Training
- Admin training
- Templates and agreement creation*
- File analysis and upload**
3Review
- Any additional feedback and training
- Workflow sign-off*
- Confirm all customizations**
4Go live
- Go live call
- Customer sign off
*Finalize only | **Analyze only
Product training and resources
As part of your onboarding, your dedicated implementation consultant will walk you through the LinkSquares platform, configure your account based on your workflows, and train your Admins on LinkSquares best practices.
Customer-driven at our core
Our product is built with customers in mind, incorporating their needs and wants into features and our roadmap vision. But don’t just take our word for it. Here’s what our customers are saying.
Onboarding Services FAQ
Yes! LinkSquares will assign each customer a dedicated customer success team. They will work with you throughout onboarding to align on your short and long-term goals, serving as both project managers and best practice consultants.
Yes, Admin training is included in the onboarding process, as is annual virtual training with your dedicated Customer Success Manager to brush up on new features or train new team members. LinkSquares customers also have 24/7 access to training videos and content in the LinkSquares Academy, in addition to technical guides and FAQs in the LinkSquares Knowledge Base.
You can contact our support team through our ticketing system, email, or live chat. Customers also have 24/7 access to the LinkSquares Knowledge Base for technical guides and FAQs.
Want to learn more?
- Check out our product features.
- Schedule a personal demo.
- Request a pricing quote.