Customer Onboarding Timeline

Created by Telsen Support, Modified on Fri, 17 Oct, 2025 at 9:58 AM by Telsen Support

Welcome to Telsen Onboarding! Our aim: get you live in a single session, then keep supporting with flexible training and help.

Before You Start - Prep for a Smooth Kickoff

Have these ready for the fastest start:

➤ Main point of contact who will be configuring the platform
➤ Devices & ethernet connection
➤ Policies, SOPs, or workflow templates
➤ Team member names/emails
➤ Your compliance goals

Onboarding Timeline (At-a-Glance)

Session 1: Kickoff & Quick Start

▸ Live kickoff (30 mins)
▸ Your CS will provide a platform overview
▸ Align on your success goals

Outcome: You’ll leave ready to set up.

Extended Support Sessions (Optional)

▸ Configure users, sites, products
▸ Create/schedule workflows
▸ Set up alerts
▸ Train teams

Outcome: The platform fits smoothly into daily operations.

Ongoing Success & Rollout
▸ Adjust setup as needed
▸ Plan your internal rollout
▸ Share best practices

Outcome: Telsen embedded across your team.

Customise Your Journey
Need to train one location first, or fast-track? ➤ We’ll adapt to you.