Once your account has been successfully set up with Zipper Agent, an onboarding representative will be reaching out with beginning steps.
The first step of onboarding is to complete the onboarding form. The form is going to ask you basic questions such as your company address, the look and feel of the website you are selecting, colors to use, and gives you the list of content that is needed. Content for the site such as head-shots, contact details, and logos will be given to Zipper Agent for website building.
After the form is complete you will work on getting the CRM up and running while going through website development and revisions. The Zipper Agent Onboarding Team will be available and in contact with you as you move through the onboarding process to ensure success with the platform!