Copper Guided Onboarding is a white glove service available to customers who purchase the required to qualify.
What does Copper Guided Onboarding entail?
Work 30 days with a Copper Onboarding Specialist
Receive specialized support to tailor Copper to your individual use case
Design workflows customized to each step of your customer journey
Focused "Train the Trainer" approach to ensure full team adoption
How do the 30 days of Onboarding Support break down?
Copper Guided Onboarding will include 4 sessions, each session builds on the former, Session 1 includes a Webinar which starts with the basics, and the following Sessions 2-4 are 1:1 sessions with your Copper Onboarding Specialist.
Session 1: Copper 101 Webinar
In Session 1, you will attend our Weekly Copper 101 Webinar which will cover everything you need to get started with Copper.
User training covering how to use Copper effectively day to day.
Admin training covering the key elements of Copper customization, including setting up your first pipeline and importing your contacts.
Session 2: Process & Automations
In Session 2, you will work 1:1 with your Copper Onboarding Specialist to refine your processes and setup automations.
Define your Use Case and Processes.
Answer your questions and overview of your Copper.
Automating your Copper account.
Session 3: Reporting & Integrations
In Session 3, you will work 1:1 with your Copper Onboarding Specialist to setup Reporting and Integrations.
Finish remaining Copper Automations and answer questions.
Review your Reporting needs and training on Copper reporting.
Setup your key integrations.
Session 4: Team Training / Final Q&A
In Session 4, we will onboard and train your full team in a tailored Team Training session.
Invite your Team for a group User Training session to kick off Copper! 🎉
Answer your remaining questions in a final Q&A.
Review your Post Onboarding Resources.
Ongoing Support
Support doesn't end after Guided Onboarding, it's just the beginning of your journey with Copper!
Here are the Post Onboarding Support resources you will have access to as you grow with Copper.
Access to Articles, Videos, and Product Updates.
Access the live Copper Support Team, available 24 hours Monday - Friday.
Join our Weekly Office Hours where you may drop in and ask questions live.
Customer Success Manager
Request time with one of our Customer Success Managers.
Welcome to Copper! Your journey is just getting started! 🎉