Onboarding: Start your Journey to Success

Streamlined Onboarding Process

To ensure a smooth transition and maximum value for new clients, The Sherpa BizGuide onboarding process is designed to be efficient, collaborative, and customized to the unique needs of each business.

Our Simple Onboarding Process:

At The Sherpa BizGuide, we’ve designed an easy, step-by-step onboarding process to ensure your business gets the most value from our tools and resources. Here’s how it works:

1. Let’s Move Forward

Once you’re ready to begin, contact us to kick off the process. One of our specialists will guide you through every step.

2. Discover Your Needs

We will conduct a tailored assessment to understand your goals, challenges, and the level of customization needed to implement The Sherpa BizGuide for your business.

3. Receive Your Quote

Based on your unique needs, we’ll provide a detailed cost estimate. Once approved, a 50% deposit secures your spot in our implementation queue.

4. Implementation Begins

Our team customizes The Sherpa BizGuide tools to align with your policies, processes, and goals, ensuring everything is set up for your success.

5. Training & Launch

We provide hands-on training for your team to ensure they are confident using The Sherpa BizGuide tools. You’ll also receive ongoing support during the launch phase.

6. Final Steps

Once training is complete, your tools are fully operational, and the remaining 10% of your quoted price finalizes your onboarding process.

Your Success, Simplified

It’s that easy! Our streamlined process ensures a smooth transition, so your business can start benefiting from The Sherpa BizGuide’s powerful tools right away.

Your Success, Simplied

It’s that easy! Our streamlined process ensures a smooth transition, so your business can start benefiting from The Sherpa BizGuide’s powerful tools right away.