How does Realvolve help me with onboarding?
Your onboarding experience will be based on the package you choose.
In the Basic package, you are provided with a comprehensive set of training videos and you have access to our support team. It’s best to consider the Basic package as a do-it-yourself onboarding experience.
The Accelerate package includes the same set of training videos and support from Basic as well as the proven processes of some of the best coaches, agents and teams. You will also get live coaching sessions where our experts will walk you through key account setup like importing contacts, personalizing settings, connecting integrations, and how to use the basics of Realvolve. Once completed, you will be offered ongoing training on how to customize these workflows for your business.
What separates the Navigator package from Accelerate is you will be paired 1-on-1 with a Navigator Strategist. They will import all your contacts and set up integrations for you as well as train you on the basics of Realvolve. After setup, you will receive a project plan that includes a consultation to identify where your business could benefit most from automation. What makes Realvolve’s workflows so amazing is that everyone can make them as customized to their business as they want. In order to achieve a high level of customization, our strategists need your input along the way. Your strategist will also train your team (if applicable) to ensure everyone understands how to get the most out of this technology. Once your workflows are completed, you continue to meet with your strategist to find ways to improve your workflows and optimize your templates. They will also act as an accountability partner to ensure you are using the platform and getting the full value from it.
The Concierge package includes everything from the Navigator package, but takes each point to the next level with fly-to-you training as well as ongoing role-specific training. You will have a personal connection to every member of the leadership team and direct access to our Product Manager. Realvolve is the most innovative and customizable technologies available. To top it off, we will help you build out your own suite of workflows to be branded and resold in our workflow library.