Get Started with Ai in BoosturPipeline
⚙️ Onboarding Overview: Your Path to a Seamless Start
Our onboarding process is designed to help you set up your new BoosturPipeline account quickly and confidently while learning how to use it effectively from day one.
To make things simple, the process is divided into two parts — setup and training — giving you everything you need to start running your business more efficiently with the power of automation.
📝 Pre‑Onboarding Survey: Setting the Stage for Success
Before your onboarding begins, we’ll ask you to complete a brief Pre‑Onboarding Survey. This short questionnaire gathers key details about you and your business — things like your goals, processes, and current systems.
Our team uses this information to customize your BoosturPipeline setup so it’s perfectly aligned with how you operate. By the time your first call starts, your system will already be configured around your workflow — saving time and ensuring a smooth, efficient start.
🚀 Onboarding & Setup: A Seamless 2-Step Experience
To ensure you get the most out of your BoosturPipeline account, and hit the ground running, we’ve designed a simple, guided onboarding process:
1. Technical Setup Call
Your first session is a one-on-one tech call where our team will walk you through the initial BoosturPipeline configuration. We’ll help you connect all the right pieces, personalize key settings, and make sure everything is optimized for your business from the start.
2. Hands-On Training Session
During this call, we’ll dive into the features that matter most — showing you exactly how to use your BoosturPipeline account to automate tasks, engage leads, and streamline your daily workflow.
These two calls are designed to not only get you set up but empower you to use your system with confidence and clarity from day one.
Let's Get Your CRM Set Up
You'll be bringing in new leads in no time!
