What we learned from 200 onboarding calls
The questions new teams ask most, and the setup changes we made because of them.
Maya Lindqvist
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6 min read
We sit in on every onboarding call we can. Two hundred calls later, the same questions keep coming up.
Can you move our data for us?
Yes, and now we do it by default. New teams send us a spreadsheet and we import clients, jobs and open invoices before the first call.
Where do I start?
We now open every new account on a short checklist: add the team, connect your books, send one quote.
Thank you to every team that let us listen in.
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