We’re here to help set you and your account up for long term success.
What we provide:
Below is a list of topics that can be covered on your calls with your Nutshell Onboarding Advisor:
We’ll consult you on best practices and coach you on how to set these up in your account.
We’ll get our hands on the keyboard and manually help set up your account.
Initial account configuration and team training calls with your Nutshell Onboarding Advisor must take place within 60 days of becoming a Nutshell customer and can be up to 1 hour per call.
Customer is responsible for embedding the following on their website: Nutshell Analytics script, Web Chat script, and Nutshell forms script(s).
Once your account is set up and ready to go, we’ll have a video call to train your users on how to use your customized set up of Nutshell, along with all the features that will help you get the most out of your set up.
We’ll record this call and provide it to you so that you use it to onboard any future Nutshell users.
We understand that once your team has had a chance to use Nutshell in their day-to-day for a few weeks, there might be some adjustments that need to be made to how the account is configured.
The 30-day post onboarding check-in is an opportunity for your Nutshell Onboarding Advisor to consult on any final fine-tuning you want to do in your account to set your team up for success.
We completely understand that questions might come up as your team continues to use Nutshell. For this reason, we have an excellent Support Team that is ready to help you out!
Our Support Team is available via live chat and email for your day-to-day questions and troubleshooting. Instructions on how you can reach the Support Team and their hours can be found here. Our comprehensive knowledge base also serves as a great resource for your team.
Your Nutshell Onboarding Advisor is not available for everyday support needs and requests. Please use our Support Team for when these cases arise.
Our Nutshell Sales Enterprise plan includes free scheduled phone support, where you can schedule Zoom calls with our support team to help diagnose issues you encounter.
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