CUSTOMER ONBOARDING
Change is hard, but you’re not on your own—our customer success team is here to help. We’ve led thousands of successful onboarding engagements to help teams transition and implement LiquidPlanner.
Our dedicated experts will help you set up your workspace for a smooth and successful LiquidPlanner launch with your team of 10 or more. Our Gold and Silver onboarding packages include sessions with a LiquidPlanner onboarding expert and access to the Onboarding Resource Kit and LiquidPlanner support center.
If you need additional, more in-depth onboarding support or if your team has complex technical requirements, contact us about our professional services.
GOLD PACKAGE
The Gold package is a comprehensive onboarding program dedicated to helping your workspace administrators and managers learn LiquidPlanner and configure the workspace to address specific processes and team workflows. In addition to providing support and guidance for smooth implementation, this package also includes multiple training sessions for your team.
The Gold package is included in our Enterprise plans with 10 seats or more.
WHAT’S INCLUDED
- Five sessions with a LiquidPlanner onboarding expert
- A dedicated onboarding specialist from Onboarding Strategy Kickoff through to Onboarding Wrap-Up
- Help and guidance from the LiquidPlanner support team
- Access to the Onboarding Resource Kit and the LiquidPlanner support center
- 45-day onboarding timeline
ONBOARDING STRATEGY KICKOFF
In this kickoff session with your LiquidPlanner onboarding specialist, you’ll review your implementation plan, business goals, processes, and challenges that will shape how you use LiquidPlanner.
WORKSPACE WORKSHOP
This is a hands-on workshop for workspace administrators and managers to learn the keys to setting up projects and using features like data customization.
WORKSPACE CONSULTATION
This session targets workspace administrators and managers to help refine the structure of work, leverage advanced scheduling options, and implement other optimizations.
TEAM ESSENTIALS WORKSHOP
This is a hands-on workshop to show your whole team how to use LiquidPlanner and be ready to productively use the tool on Day 1.
ONBOARDING WRAP-UP
This session is a progress review after your team goes live with LiquidPlanner, recapping your goals and addressing any outstanding questions.
READY TO GET STARTED?
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I live in [LiquidPlanner]. We use it for everything—scheduling, forecasting, efficiency reports, invoicing, you name it. A good chunk of my day is spent in LiquidPlanner, and it’s made us more efficient and profitable.
Peter Tomala, Chief Operations Officer
ThoughtLab
With LiquidPlanner, every single action item and nuance of the projects was captured in the workspace, so nothing fell between the cracks. No surprise, quality went up as a result.
Onboarding helped us get up to speed very quickly—probably a month faster than had we attempted to do everything on our own.
SILVER PACKAGE
The Silver package includes two sessions with a LiquidPlanner onboarding expert. You will have access to self-guided resources to keep you on track while setting up your LiquidPlanner workspace. To ensure a smooth implementation, this package also includes a LiquidPlanner training session for your team.
The Silver package is included in our Professional plans with 10 seats or more.
WHAT’S INCLUDED
- Two sessions with a LiquidPlanner onboarding expert
- Help and guidance from the LiquidPlanner support team
- Access to the Onboarding Resource Kit and the LiquidPlanner support center
- 30-day onboarding timeline
ONBOARDING RESOURCE KIT
The Onboarding Resource Kit includes a detailed Action Plan to help you build out your workspace, customize data, and confidently prepare for the Workspace Consultation.
WORKSPACE CONSULTATION
This session targets workspace administrators and managers to help refine the structure of work, leverage advanced scheduling options, and implement other optimizations.
TEAM ESSENTIALS WORKSHOP
This is a hands-on workshop to show your whole team how to use LiquidPlanner and be ready to productively use the tool on Day 1.