Welcome New Subscriber!
"Hello" from the Serenity team.
If you need help while working through these steps please text us at 206-208-7952
Please proceed through these steps in order.
Before You Begin
Please review and sign the new subscriber letter sent to your email address!
Step 1:
Kickoff Form
The kickoff form gives us the basic information we need about you and your business so that we can get the Serenity Onboarding started.
Step 2:
Schedule Onboarding
The Onboarding package includes personal setup of Serenity for your business including lead generation, sales pipeline, and communications. Schedule you're onboarding week here.
Step 3:
Contact import
Part of Onboarding includes importing your contacts to Serenity.
- Start by going to your current CRM or email marketing tools and exporting those contacts to an Excel or Spreadsheet document.
- Download this CSV import template and migrate the contacts from your CRM to this format. Pay attention to address fields. Ask any questions you have.
- Combine multiple sources if needed, then submit contacts csv file here:
That's it, you're all set. We will see you in the
Onboarding session.