Get Up and Running, Right Away

Shoobx Onboarding helps you make the most of the platform, right from day one. Our Customer Success team will walk you through all of the features you have access to, and provide extra guidance on those functions you’ll use most. Plus, we’ll ensure you’re familiar with our support library so you know how to find the answers to any questions that pop up.

“Even as a person who isn’t very technical, I felt comfortable making the switch to Shoobx, because of how hands-on the team was.”
Allison Moss, Type A Brands

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.

How do I get started?

Before you start Shoobx Onboarding, we encourage you to think about what goals your company has over the next 3-6 months. These can be tasks like getting a 409A valuation or preparing for a fundraise. Our team will tailor your Shoobx Onboarding program to ensure you know how to get those things done. We’ll help you get started right away!

Onboarding pricing information is available on our pricing page. Interested in learning more? Reach out to our team.

Get Started!