Free · 1 hour
Guided Onboarding Tour
A live walkthrough of the whole platform so your team can self-serve.
Overview
A friendly, no-slides walkthrough of Coeffection using your real workspace. We start from your day-to-day (leads, deals, contacts) and show your team exactly where everything lives and how to do it themselves.
What's included
- 1-hour 1:1 session
- Tailored to your workflow
- Recording to keep
What you'll walk away with
- A recorded 1-hour session to rewatch
- A short self-serve setup checklist
- Answers to your team's specific questions
How it works
- 1Book a time that suits your team
- 2We tour the platform against your workflow
- 3You keep the recording + checklist
Other services you might add
6 hrs
Entity & Pipeline Build
We model your business objects, pipelines and stages so you're ready to work.
- Up to 5 entity types
- Pipelines + stages + kanban
- Basic stage gates
$1,050 · 6h