“Two days” sounds like marketing until you see the checklist behind it. Our onboarding team runs the same tight programme for every customer — here it is, hour by hour.
Day one, morning: import
You send us what you have: spreadsheets, old notices, contract folders, audit reports. We transfer everything into your workspace and map it onto the four Flows. Most imports finish before lunch; messy estates take until the afternoon. Nothing is deleted or restructured without your sign-off.
Day one, afternoon: gap workshop
One 90-minute video call with your consultant. We walk through what imported cleanly, what needs a decision, and what is missing. You leave the call with a prioritised task list — and most customers clear half of it the same day, because every task links straight to the right questionnaire.
Day two: invitations
Departments receive role-based invitations in plain language: HR gets HR questions, marketing gets marketing questions. Nobody sees the full legal apparatus. Automated reminders mean you don’t chase anyone — the platform does it politely, on schedule.
- Average time to first completed record: under 3 hours after invitations.
- Consultant on call throughout both days — real human, 24h response.
- End of day two: live dashboard, scheduled reviews, exportable documentation.
What we need from you
Honestly? One contact person with access to existing files, and ninety minutes for the workshop. Traditional rollouts fail on internal coordination, not software — so we designed onboarding to need as little of yours as possible.