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
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.
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 Dive1 hour deep dive a Rindle Workflow Architect
WorkflowA custom workflow visualization diagram
Setup1 hour practical setup and configuration call
Training1 hour team training and Q&A
Data MigrationGetting your data into Rindle
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.
IncludedIncludes the Workflow Architecture package
Deep Dive1 hour data deep dive a Rindle Customer Success Rep
ConversionData conversion to standard Rindle import files (CSV)
ImportData import into your Rindle account
Training1 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.
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!