Onboarding

Get started with ProDeal in no time!

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

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 Ian Group
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 Ian Group
Updated over a week ago

Onboarding for Hosts

Getting started with ProDeal video

Written by Ian Group
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 Ian Group
Updated over a week ago