There’s a good chance that you or your colleagues have had some less-than-ideal experiences buying and onboarding a new Martech platform.

Unfortunately it’s a common problem for marketers. So how is Leadoo AI different than other Martech tools and SaaS platforms in this regard? Time to find out with our onboarding overview guide!

What Happens After I Sign The Contract?

Our secret sauce in delivering a great experience from the get-go is that we will never just dump our tech on you and hope for the best.

If you’ve signed up for one of our Engage, Expand or Elite packages, our Onboarding and Customer Success teams will be on hand to help you setup and achieve success quickly!

Leadoo AI’s onboarding service is an integral part of our customer experience. This means that our experts will assist you in setting up Leadoo from day one – including defining goals, sorting out technical details and creating the first set of bot designs with you. Our customers agree that it’s worth the fee. Some even claim that it’s one of the best parts of choosing Leadoo AI.

Outline Of Our Onboarding Process

Here’s a guide for what to expect when getting started with us. However, depending on your subscription and needs our onboarding team will adjust where necessary to make sure we launch successfully!

1. Save Time For The Kickoff Call

Within 1-2 days of signing the contract, you’ll be contacted by the Leadoo team to schedule a time for a 30-60 minute kickoff call. In this call, your Leadoo AI onboarding representative will consult and plan out a solution tailored to your conversion goals.

2. Tackling Website and Business Needs

The kickoff call will cover subjects such as:
1️⃣  The target pages and conversion types on your website to enhance with conversational experiences
2️⃣ CTAs, messaging and content to include within the conversational pathways
3️⃣ Your metrics for success, both from a marketing and wider business point of view

Your onboarding rep will provide you with a full list of subjects to be covered ahead of time, so you’ll have time to prepare. In this call, we’ll also schedule follow-up sessions as needed such as feedback and training sessions

3. Review What We Build For You

After the kickoff call, we’ll roll up our sleeves and start implementing the planned bot solution (depending on which package you’ve selected this could be up to 3, 6 or 9 Leadoo bots).

That’s right, our conversational marketing specialists will build your first bots for you. This is good news since each member of our expert team has built hundreds of bots for a range of companies in different industries. So you’ll get their best practice expertise, and can build upon their templates in future iterations of your bots.

The timeline for this varies depending on revisions and requirements, but we aim to have your bot complete and live within a week if you are able to help us with feedback and sign-off!

4. Review and Approve The Bots

Once your holistic bot solution is done, we’ll send our work your way for review and feedback. If needed, we’ll make necessary adjustments based on your comments. When you’re happy with the outcome, we’ll show you how to get the bots on your website.

5. Optional – Integrating Your CRM & Marketing Systems.

Most of our subscriptions include the option to send your leads straight into your CRM system for easier lead management and marketing tracking.

Set-up and testing takes around 1-2 weeks depending on the complexity. Read more about what integrations we can setup here.

6. Training

Get personal training for you and your team on what you need to know including Leadoo AI platform overview, viewing analytics & insights, editing bots and live chat.

7. Go Live!

The final step of the onboarding process is to publish the bots on your website. Adding Leadoo to your website is included in our service – and you’ll get it done faster if you do it through us instead of a third party. If you opt for us to do this for you, be prepared that we will need admin-level access to your content management system or Google Tag Manager.

8. Next up: Measure & Optimise Success With The Leadoo CS Team

Once Leadoo AI is up and running on your website, as standard we’ll book you a review session for 4-6 weeks after the bots are published with one of our Customer Success team members.

Our Customer Success team will take over to make sure you are happy with our service and that Leadoo AI keeps generating results now and in the future. You can set the frequency of review meetings based on your preferences, and the Conversion Expert hours in your Leadoo package. Your Customer Success Manager will always come with ideas and show you how to make the most of the platform in between your sessions together.