The Onboarding Process

Once you make the decision to partner with Logixboard, the next step is setting up your team and customers on your new platform. Fortunately, the Logixboard team is here to provide help and support throughout the whole process, from signature to launch and beyond.

Learn more about the people and teams you’ll work during our partnership: Meet the Team

Your onboarding journey is designed to set you up for success in every area of your digital transformation. In addition to setting up your integration and providing platform training, we’ll also walk through how to incorporate the new software into your sales and marketing strategy.

Read on to learn more in-depth about each stage of the onboarding process:

Your Logixboard onboarding journey begins with a Kickoff meeting. In this call, you’ll get a chance to meet your Customer Success Manager (CSM) and provide more detail on your business goals and processes. We’ll also give you a quick rundown of what to expect during onboarding.

From there, you’ll jump into Technical Onboarding with a Technical Account Manager (TAM). Your TAM will talk through the integration steps, as well as what we’ll need to connect Logixboard to your system.

The details may vary depending on your TMS and system configuration, but this conversation will typically touch on three areas:

During this time, your CSM and TAM will also be available to address any questions.

Who’s involved: Decision makers, department leads, technical lead

In your Marketing Readiness meeting, your CSM will walk you through the assets we provide to help promote your new customer experience platform. They’ll also provide tips and advice for customizing and leveraging the materials as needed. The timing of this interaction may vary within onboarding depending on your goals.

This package includes:

At this stage, you’ll get instructions on embedding your search widget into your website, which enables your customers to access their shipment details without logging in. Check out Logixboard Search Widget Documentation to learn more about how to set up your search widget.

Once your Logixboard instance is set up, your CSM will walk you through your new platform. In this session, we’ll invite project leaders to the environment, provide an initial walkthrough, and review system data. After that, we’ll work together to plan your upcoming trainings and rollout.

Learning more about available Logixboard training resources: Training and Support

Who’s involved: Decision makers, team leads

In your Sales & Ops Training, we’ll set you up for success with an enablement session for your Sales and Operations teams. You can opt for combined or separate training for these teams.

Sales Enablement includes:

Operations Empowerment includes:

Who’s involved: Decision makers, sales team, operations team

In your Rollout + Goal Setting meeting, we’ll meet to plan your customer launch and set initial goals for your new platform. Your CSM uses the SMART goal framework to set goals that are specific, measurable, assignable, realistic, and time-bound.

This meeting will aim to accomplish a few objectives:

Who’s involved: Decision makers, team leads

The final step of your onboarding journey is the Customer Launch, in which we’ll support you in handing off your platform to your customers.

This includes three major tasks:

Who’s involved: Customers, account managers