What this article covers:

  • What is Unito's customer onboarding?
  • What's included in the onboarding process?
  • What's covered during the onboarding session?
  • What to prepare before the onboarding
  • What are the Premium Services?

What is Unito's customer onboarding?

Customer onboarding is a service that helps our customers get acquainted with Unito with the overall goal of helping you get the most value out of the product as possible. You will be teamed with a dedicated Customer Success Manager who will tailor the process to your needs, whether that’s learning the basics or tackling more in depth customization and workflow consultation.

What's included in the onboarding process?

Personal 

  • Ongoing chat or e-mail support 

Team 

  • Preliminary onboarding session: 1 x 30 minute session
  • Ongoing chat or e-mail support 

Business

  • Preliminary onboarding session: 1 x 60 minute session
  • 60 minute follow-up session 
  • Ongoing chat or e-mail support 

Enterprise

  • Custom onboarding and Premium Service package
  • Dedicated account manager  
  • Priority support

Your onboarding needs can vary depending on your workflow, how many tools you're integrating, and a host of other factors. If you're not sure which plan is right for you — or how much onboarding you'll need — please reach out!

What's covered during the onboarding session?

After subscribing to Unito, keep an eye out in your inbox for your onboarding invitation. You’ll be sent a link to book at a time that suits you. Don’t see a time that suits? Reach out to the team here — we’re happy to cater to different time zones.

The onboarding session is run through Zoom so we’re able to share screens if needed. If you haven’t downloaded Zoom, just join the meeting with your browser.

Your onboarding session is completely personalized to your needs. We’re able to cover any topics to help you get the most value over the call. In a typical onboarding, the agenda will look something like this:

  • Discussion of your business goals
  • In-depth look at your workflow
  • Advice on building your workflow if you’re in the early stages
  • Guidance on the best way to setup your syncs to match that workflow
  • Learning our latest features and functionalities

What to prepare before the onboarding?

If you haven’t already, connect all of your tools in the connectors page. Some tools need to be set up before you can connect them to Unito.

Create a couple of test projects/boards and sync them together. This will help you come up with any questions on the sync functionality and how this is going to work with your real projects. 

Make sure all of your team members are in your Unito workspace so they can create syncs. Here are the instructions on how to do that.

What are Unito's Premium Services?

Unito Premium Services are additional services that we provide to help you get even more value from Unito. These services include group training sessions, a visual map of your workflow, helping with your field configuration, and much more!

Premium Services can be added on top of any subscription. Find out more.

Questions? Email us!

What's next?

Ready to get started? Learn how to set up your first sync.
Other questions? Check our FAQ.
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Already a user? Sign in here!

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