After you complete your partnership agreement, your Customer Success Manager will guide you through the onboarding process.
Onboarding Steps
Set up your branding - Work with your Customer Success Manager to configure your company's branding in the member-facing app.
Receive your pilot kits - SmartAC ships test kits for your champions
Plan your training - You and your Customer Success Manager determine the timing and format based on your team's availability.
Train your team - Complete training for CSRs, technicians, or both, depending on your agreement.
Start installing - Begin onboarding members and installing SmartAC hardware in homes.
What to Expect
The onboarding process varies based on your organization's size and partnership agreement. Your Customer Success Manager will work with you to create a timeline that fits your team.