Schedule your Onboard Session

Please select the appropriate session below

Select Schedule Call 1 if you have not schedule your sessions and you will be guided to scheduling session 2 and 3.

Only select Session 2 or 3 if you are rescheduling a missed session.

Session 1

Workestrate Tech Setup Call

A guided session where our team gathers business details (social media, phone numbers, CRM preferences) to configure your Workestrate solution.

Session 2

Workestrate System Configuration Call

Our team implements the collected details from session 1 into your system, ensuring workflows, messaging, and automation settings are customized for you.

Session 3

Workestrate Solution Walkthrough Call

A live training of your solution. We'll review key features, customize messaging & templates and coach you on how to get the best use of your new system.