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SALESBUILDR ONBOARDING

From Kickoff to Live Quoting in 2–4 Weeks

Most MSPs are fully live and quoting in Salesbuildr within 2–4 weeks of kickoff. Start with a short setup, book your onboarding call, and we guide your team from there.

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Live in 2–4 weeks Two guided onboarding calls included
QUICK SETUP · PSA CONNECTED · GUIDED FOUNDATIONS CALL · TESTING WEEK · MASTERY CALL
START PROPOSING TODAY, PERFECT TOMORROW

Three Simple Steps to Transform Your Sales Process

Most MSPs are fully live and quoting in Salesbuildr within 2–4 weeks of kickoff. Here is how the onboarding works.

01

Pre-Call: Quick Setup

BEFORE YOUR FIRST CALL
  • Schedule your onboarding call
  • Create your Salesbuildr instance
  • Connect your PSA system
  • Request distributor credentials (optional)
Result: Ready for your first onboarding call
02

First Call: Foundations

60 MINUTES
  • Review platform basics & navigation
  • Configure your service portfolio
  • Set up initial proposal templates
  • Apply your branding & styling
  • Test your first proposal
Result: Ready to create real proposals
03

Second Call: Mastery

60 MINUTES · AFTER 1 WEEK
  • Review your testing experience
  • Fine-tune based on real usage
  • Learn to create custom templates
  • Advanced workflow optimization
  • Team training & best practices
Result: Self-sufficient proposal mastery
CUSTOMER PROOF

MSPs Trust the Salesbuildr Onboarding Process

Ask the MSPs who’ve actually been through it, onboarding that gets teams live fast, without skipping the fundamentals.

BW
Bill Weisser
CIO & Co-Owner, PGH Networks
“The learning curve was really short. We started quoting within a couple of days of purchasing the product, and the support team has been fantastic throughout. We drew a line in the sand and said all new quotes start here. Within a week, we were out of questions and didn’t miss our old system.”
1 week
To fully cut over to Salesbuildr for every new quote
2 calls
Foundations and mastery, that’s the whole guided program
Zero
Questions left unanswered after the first week of testing

Watch the PGH Networks video case study →

YOUR PRE-CALL SETUP CHECKLIST

Complete These Steps Before Your First Call

A few simple steps before your first onboarding call to maximize your session time.

01

Set Up Your Salesbuildr Instance

We’ll help you set up a Salesbuildr instance and a dedicated workspace we can start to tailor for your needs, your customized environment for creating and managing every proposal.

02

Connect Your PSA

Integrating your Professional Services Automation (PSA) tool is crucial for a smooth workflow. Follow the setup guide for your PSA:

Autotask setup ConnectWise setup HaloPSA setup API docs
03

Request Your Distributor Credentials

To fully leverage Salesbuildr’s capabilities, you’ll need your distributor credentials.

Note: don’t worry if you don’t have these immediately. You can still proceed with the rest of onboarding and add distributor integration later.
Distributor setup guide
04

Schedule Your Onboarding Call

Let’s get acquainted and kick things off. Book your first onboarding call directly so we can get started.

Schedule your call
WHAT HAPPENS NEXT

What Happens After You Book

A quick look at how the two calls and the week in between actually play out.

First Onboarding Call (60 min)

We go over platform basics, help you configure your service portfolio, set up initial proposal templates, apply your branding, and test your first proposal. You leave ready to create real proposals for your clients.

Testing Week

You get a full week to test the platform, create proposals for real clients, and discover what works best for your workflow, hands-on experience that’s invaluable for the fine-tuning session.

Second Call: Fine-Tuning & Mastery (60 min)

Based on your real-world testing, we fine-tune your setup and teach you to create custom templates yourself, mastering advanced workflows and best practices that make you completely self-sufficient.

View the complete onboarding checklist →

WHY THIS WORKS

Why This Onboarding Model Works

No waiting periods, no big-bang implementation, just a fast start and a guided path to mastery.

Instant Gratification

  • Complete core setup in one focused session
  • Start creating proposals immediately after setup
  • No waiting periods or complex configurations

Smart Automation

  • Distributor credentials process in the background
  • PSA integration syncs your existing data automatically
  • Templates converted by our team while you work

Guided Excellence

  • Polish and optimize through expert-led sessions
  • No pressure to get everything perfect upfront
  • Continuous improvement model
FAQ

Frequently Asked Questions

Common questions about getting started with Salesbuildr.

How long until we are live?

Most MSPs are fully live and quoting in Salesbuildr within 2–4 weeks of kickoff. The onboarding calls help you set up and customize along the way.

What if I get stuck during setup?

Our support team is available via chat and email. Most customers breeze through setup, but help is always available.

Do I need to learn everything at once?

Not at all! Start with basic proposals, then add advanced features and customizations through guided onboarding sessions.

Have another question? Email us or book a demo and we’ll get back to you within one business day.

Enterprise & Multi-Team Onboarding

Larger organizations get the same guided quick start, plus dedicated onboarding sessions for each team to ensure everyone gets hands-on training tailored to their workflows.

Schedule enterprise onboarding

Part of the Salesbuildr Platform. Once you are live, you can discover revenue gaps, build professional proposals, and sell through your customer storefront, all in one system.

Ready to Be Live and Quoting in 2–4 Weeks?

Join the MSPs who’ve transformed their proposal process with guided onboarding.

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