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Our experts are an extension of your team.
Hire a Clustdoc onboarding manager to make sure you launch in the best possible way your new client onboarding project.
Home | Professional Services
Hire a Clustdoc onboarding manager to make sure you launch in the best possible way your new client onboarding project.
We help teams define better onboarding plans and collaborate more efficiently with clients or contacts.
Hire someone from our team to get your processes done on your behalf.
Jump on a call with one of our experts to discuss your specific needs and goals.
Get help while you're laying down your new onboarding strategy with Clustdoc.
Organize a custom training session for your admins or team members.
Once you have signed up for Clustdoc, rest assured that your onboarding manager will be there to provide you with comprehensive guidance and support throughout the process of setting up your account.
Your dedicated onboarding manager will walk you through each step of the setup, making sure that your team is well-equipped and trained to handle the platform effectively, and will continue to provide assistance until you are fully comfortable with the platform.
By launching Clustdoc sooner rather than later, you can expect to reap the benefits of the platform quickly and efficiently, enabling you to achieve a successful launch and see tangible results sooner.
Our team is dedicated to providing you with an exceptional client onboarding experience, and as such, we will collaborate with you every step of the way to design a streamlined workflow that is tailored to your unique business needs, your industry or your services.
Our approach encompasses various stages, starting with auditing your current business onboarding toolkit, then mapping out your future process in Clustdoc, and implementing the actual process in your professional account.
We will continue to assist you throughout your transition phase, making sure that we help your team deliver a seamless and hassle-free onboarding experience for your clients or contacts.
By partnering with our team of experts who specialize in implementing and optimizing client onboarding processes, you'll accelerate the adoption of Clustdoc by your teams and enhance their overall performance.
Through Clustdoc professional services, you'll have access to a wealth of knowledge and expertise on how to handle your transition to Clustdoc.
Our experts are highly skilled professionals with extensive experience working with clients in similar industries as yours. They will work with you to identify areas where automation and optimization can be implemented, and help you leverage advanced features to enhance your workflows.
Clustdoc offers several types of services based on your needs:
• Process Implementation
you can hire an expert and have them implement your process on your behalf and based on your brief.
• Strategy Consultation
you can book some time with someone from Clustdoc and jump on a call whenever you need to.
• 360° process audit
you can ask us for feedback and tips regarding your process and how you implemented it.
• Personalized training
you can request a custom training program for your and your team.
The pricing depends on the service you choose, how complex is your needs and the time and effort required from us to help you.
The pricing structure can be per hour, per day or a flat rate.
Do not hesitate to reach out to our Sales Reps to discuss your needs and get a more detailed presentation of the service and standard rates.
Once we discuss your brief and needs, we'll be able to share a timeline for delivering the services your need.
Some services can be done within 48 to 72 hours, while sometime, we may need several weeks to help you deploy complex projects.
Hit the button below to schedule a free discovery call and tell us more about your needs.
Absolutely. Ongoing Support is available before, during and after the completion of Professional Services.
You can reach out at anytime to our Customer Support through our live chat with a description of your need.
Our Agents will be more than happy to assist you.
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