How does it work?
During Shoobx Onboarding, you’ll be set up on a call with a member of our Customer Success team, who will serve as your guide to all things Shoobx. They’ll delve into your team, your company, and dive into educational content to help you make the best use of the Shoobx platform. Here are some of the things you’ll have access to:
- A dedicated Customer Success team member to guide you through Shoobx Onboarding during your first 90 days on the platform.
- An introduction to your account and the workflows that will be most useful to you in your first 6 months on Shoobx.
- Education on registering your legal counsel in Shoobx and how to get the most out of this relationship.
- Educational content tailored to your company’s needs, focused on things like equity management, board and stockholder relations, and/or HR activities.
- You and your team will also be introduced to our family of support resources.
- For companies in the Acceleration and Growth tiers, Onboarding will also include one-on-one meetings with your team members to familiarize them with the areas of Shoobx that will be most relevant to their work.