Beginning Setup

Your Onboarding Specialist will walk you through all the steps, starting with a kickoff call and linking your accounts.

After you've signed on with Botkeeper, our Onboarding team works with you to get going. They start with a kickoff call and set expectations, ask questions to make sure nothing is getting overlooked, and determine next steps for linking your client accounts and getting you off the ground. Get in touch with a Botkeeper specialist today to learn more!