Onboarding for Medium to Enterprise Level Businesses
At Survey Booker, we are dedicated to delivering top-notch training, onboarding sessions, and ongoing support for the different teams within your business. Our mission is to empower your teams, enabling them to seamlessly incorporate our system into their daily routines with ease and efficiency. We understand that time is precious, and that change management is an important process to get right. That’s why we offer comprehensive support to help you improve your current processes and enhance productivity, without the stress of having to figure it all out on your own.
Get started with Survey Booker as a Large firm
As a large firm we know you’ll have existing workflows, other systems to integrate and different teams to train. You might even be migrating to us from another system. We can help with your onboarding, preparation, and review so you can go live with ease.
- Strategy calls to understand your exact requirements
- Account setup
- Settings and account review sessions
- Support with integration testing
- Training with each team in your business
- Extensive library of guides and video tutorials
All the guides and tutorials your team need
We understand how critical your systems are to your success. We’re on hand to discuss how you need your data to flow, review what other systems need to be integrated and more to advise you on the best set-up for you. We’re available to help you set up your account, test and review workflows and integrations and arrange training for your different teams to cover the aspects of Survey Booker that they’ll each be using.
You’ll have access to our Knowledge Base filled with video guides, on-page tours and our regular webinars covering different aspects of the system. Still need help? No problem! Our responsive support team are on hand to help answer your questions and get you up to speed with anything you need to do.
Onboarding tools for success
We recognise that every company is different so we have a range of support options available to help you get up and running and streamlined with ease.
Free Account Setup
We handle all the initial set up, so all you have to do is login and get started.
Settings Review
After setting up your account, you'll have a one-on-one session with our account pros. They will guide you through your account settings providing you the opportunity to make amendments whilst learning how to modify your settings and personalise your account.
Integrations Support
Our support team will help you to integrate key features such as email accounts, report writing, accountancy software, lead sources and more. Simply book a session with our support team.
Onboarding
Once you've had a play around, we'll book in team onboarding sessions with our experts. They'll guide you through your account, showcase key features, and address any questions your teams have.
Technical Support
Should you encounter any technical challenges, rest assured that our dedicated Support Team is available to provide you with the necessary assistance.
Video Guides
Access a vast library of video guides exclusively for Survey Booker account holders. Boost your processes and business with practical tips and tricks.
System Tours
Benefit from on page tours that walk you through what to do. Gain a better understanding of your account and leverage its full potential.
Webinars
We run regular webinars to help show you how to use new features that have been released and to provide ideas on how to get more from your account.
We've got your back every step of the way
From personalised training sessions to expert-guided onboarding, we ensure a smooth transition and provide the resources you need to succeed. Discover how Survey Booker can revolutionise your workflows and simplify your survey, valuation and project processes.
Join us today and experience the difference firsthand!
Explore our Array of Business-Boosting Features
Experience the power of Survey Booker’s comprehensive suite of time-saving tools and features. Each aspect is meticulously designed to empower you with the resources you need to optimise your workflow, enhance customer interactions, and much much more. Click through our business-boosting features below to learn more.
Sales growth
Customer portal
Integrations
Compliance
Reporting and analytics
Communication
Time saving
Web and mobile app
