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Free Personalized, White-Glove Onboarding

Your business deserves more than one-size-fits-all onboarding

Get set up in Close fast

We’re here to guide you every step of the way! Think of us as your personal hands-on support team, ready to make implementation smooth and easy. Whether you’re a tech whiz or could use a little extra help, our onboarding process is customized to fit your unique needs.

What you'll get:
Free Personalized Support
You’ll get one-on-one attention from a Customer Success expert at no cost.
Tailored Solutions
Every business is different, and we create an onboarding plan specifically for your team and sales process.
Quick Setup
We prioritize getting your team up and running so you can start closing deals faster.
Long-Term Success
We don’t just stop at setup. We make sure you have the knowledge and tools to succeed with Close long-term.

What to expect from Close’s free white-glove onboarding service

We’ll work with you one-on-one to help set up Close for your team and sales process.

Data Integration & Setup
We’ll assist in bringing your data into Close seamlessly, helping import data and any integrations needed. You’ll get all the logistics covered to hit the ground running.
1
Expert-Guided Sales Process Development
Together, we’ll align Close with your ideal sales process to optimize your team’s performance. Whether you already have a sales process or need help building one from scratch, we’ll guide you through setting up workflows, smart views, and pipelines.
2
Hands-On Training for Your Team
We’ll provide customized training for your team, ensuring everyone knows exactly how to use Close to maximize their success. This session will make your reps feel confident and ready to go.
3
Ongoing Support & Feedback
We’ll check in regularly after onboarding to offer feedback and adjustments, ensuring everything runs smoothly. We’re here to help fine-tune your system as you grow, offering support that evolves with your needs.
4

Meet your Onboarding Specialist

Lauren is your dedicated Onboarding Success Manager at Close, and she’s here to ensure a smooth and successful start for your team. With a deep understanding of both sales processes and CRM setup, Lauren takes the time to get to know your unique business needs. Whether you’re looking for guidance with data integration, custom workflows, or team training, Lauren will be with you every step of the way to ensure you feel confident using Close and are set up for long-term success.

Book now

Ready to get started?

Schedule a convenient time to book your free white-glove onboarding service.