Onboarding

Get started with ProDeal in no time!

9 articles in this collection
Written by Vincent Alfieri, Ian Group, and Vinay Jain

Thanks for subscribing!

Welcome to ProDeal! Here is what to expect next.

Written by Ian Group
Updated over a week ago

Where to Begin: Your ProDeal Onboarding Guide

Thanks for signing up for ProDeal. This is everything you need to get started.

Written by Vincent Alfieri
Updated over a week ago

New User Homework

New to ProDeal? Try this exercise to get started right away.

Written by Vinay Jain
Updated over a week ago

How do I create an account on ProDeal?

Get started by getting invited and creating a ProDeal account.

Written by Vinay Jain
Updated over a week ago

Onboarding for Hosts

Getting started with ProDeal video

Written by Vinay Jain
Updated over a week ago

Kick-off call agenda

Overview of the ProDeal onboarding process and your business goals.

Written by Vincent Alfieri
Updated over a week ago

Training call agenda

Written by Vincent Alfieri
Updated over a week ago

Useful email templates

How to invite colleagues and partners to join ProDeal

Written by Vincent Alfieri
Updated over a week ago

Best practice guide

How to get started and kick-off your deal

Written by Vinay Jain
Updated over a week ago