Concierge Onboarding

Getting up and running on a new platform can be painful, especially when switching from another project management system, but working together with our team can make it much easier.

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Switching to Rindle

Our concierge onboarding service can help! When you switch to Rindle, you can opt in to our concierge onboarding. We’ll help you:

  • Migrate data from your existing project management system (if applicable)
  • Set up your workflows
  • Configure Automations to help you accomplish time-saving goals
  • Train your team on how to get the most value out of Rindle

How to qualify

In order to get started with any of our concierge onboarding packages, you must have an active trial or be a current Rindle customer.

How it works

  • All you have to do is fill out the Concierge Onboarding form and let us know what you need help with.
  • You’ll get a link to set-up your free consultation call to review your onboarding needs.
  • On this call, we’ll cover our onboarding process, answer any questions you may have, and set expectations for next steps.

Concierge Onboarding Packages

  • Initial Consultation

    Speak 1-on-1 with Rindle Customer Success (that’s right, with a real live person) to get a demo of Rindle with real-time Q&A. On this 30 minute call we’ll also discuss your onboarding needs and put together a plan to get you and your team up and running in a snap.

  • Workflow Architecture

    Are you unsure of how to set-up your workflow? Do you want to make sure you have the most efficient workflow for your team? Speak 1-on-1 with a Rindle Workflow Architect to construct the perfect workflow for your team and get insider tips on Rindle best practices. We’ll even help you set it up inside your Rindle account! This includes:

    • Deep Dive

      1 hour deep dive a Rindle Workflow Architect
    • Workflow

      A custom workflow visualization diagram
    • Setup

      1 hour practical setup and configuration call
    • Training

      1 hour team training and Q&A
    • Data Migration

      Getting your data into Rindle
  • Data Migration

    Data can be hard! Migration can feel impossible! Just provide us with the exports from your current provider and we’ll take care of the rest. We take the stress off your plate. The next time you login to Rindle, it will feel just like home.

    • Included

      Includes the Workflow Architecture package
    • Deep Dive

      1 hour data deep dive a Rindle Customer Success Rep
    • Conversion

      Data conversion to standard Rindle import files (CSV)
    • Import

      Data import into your Rindle account
    • Training

      1 hour data review and Q&A


As easy as we make it for you, onboarding still takes time. We have a number of onboarding requests at any given time, so saving your spot is super important. Much of the timing depends on the number of projects, templates, tasks, and users you currently have.

After your initial consultation call, we’ll be able to give you an estimated start date for your concierge onboarding. After the scope of your workflow architecture and/or data migration has been evaluated we’ll be able to provide an estimated completion date, which is usually 2-3 weeks from the start date.

Let's get rolling!

To get started we've just got a couple steps:

  • Create your Rindle AccountSign Up
  • Fill out our Onboarding Form belowApply Now
  • Look for an email from us with information on how to set-up your initial consultation call.

Rindle Concierge Onboarding Request Form

We're excited you're moving to Rindle! We'll do everything we can to make that move as seamless as possible. We just need a little bit of information to get this process started!

Reason for MigrationWhat's your primary reason for migrating to Rindle?
Number of UsersHow many users do you plan on importing?