Professional onboarding tailored to the needs of the client and users.
A meaningful, well-crafted start
Successful implementation begins with thoughtful onboarding.
That’s why we give it our full attention. We know that even the first weeks with Teamogy can deliver great results – if the system is set up and the team properly trained.
4 Phases of a Successful Onboarding
Our onboarding is more than just a technical setup. It’s a guided process that has already helped hundreds of satisfied clients succeed.
Here’s what the 4 key phases look like:
Client Needs Analysis
More than just getting to know your company
During this phase, we dive deep into how your company operates – and you’ll gain a clear understanding of what Teamogy can do. We share insights from hundreds of successful onboardings and work with you to design a setup that makes sense for your team and delivers on the goals that led you to choose Teamogy in the first place.
Key areas covered during the analysis phase:
Benefit: Onboarding starts with your company – not the software. That’s why Teamogy becomes a natural, tailored tool right from the beginning.
System Setup
More than just copying old habits
System setup is based on what we agree during the analysis phase. It’s not about blindly replicating current processes – instead, we implement the agreed way of working, often enhanced with improvements we’ve identified together. This ensures Teamogy is ready to support your daily operations from day one and as your company grows.
The setup includes these main steps:
System Setup
More than just copying old habits
System setup is based on what we agree during the analysis phase. It’s not about blindly replicating current processes – instead, we implement the agreed way of working, often enhanced with improvements we’ve identified together. This ensures Teamogy is ready to support your daily operations from day one and as your company grows.
The setup includes these main steps:
Team Training
More than just a feature walkthrough
Training isn’t about where to click – it’s practical, interactive, and tailored to each role in your company. Everyone will quickly understand how Teamogy supports their work and when to use it effectively.
How the Training Works:
Going live
More than just switching the system on
When it’s time to go live, your team won’t be left on their own. The goal is a smooth start – with full support and fine-tuning based on real usage. We’re right there with you, ready to help with first questions and challenges.
What assisted go-live includes:
Going live
More than just switching the system on
When it’s time to go live, your team won’t be left on their own. The goal is a smooth start – with full support and fine-tuning based on real usage. We’re right there with you, ready to help with first questions and challenges.
What assisted go-live includes:
What Does Quality Onboarding Bring You?
A well-executed onboarding isn’t just the first phase – it’s an investment in long-term success. When done right, it brings clear benefits from the very first days of using the system:
A fast, chaos-free start
Your team knows exactly what to do. The system fits their workflow, and they don’t waste time with trial-and-error. When support is needed, our chat team responds in under 2 minutes.
High user adoption
Training is clear, hands-on, and role-specific. This helps users adopt Teamogy naturally and with confidence.
Full system utilization
Clients don’t use Teamogy just for record-keeping – they use it as a powerful tool for running the entire company, simplifying daily work and communication.
Fewer mistakes, better data
Well-defined rules and structured processes reduce errors and generate high-quality data – naturally, through everyday use.
Faster return on investment
Thanks to a smooth start and effective use, results and ROI come within weeks – not months.
How Long Does Onboarding to Teamogy Take – and What Does It Include?
Compared to other all-in-one systems, onboarding into Teamogy is fast and clearly structured, based on proven methods. These have been refined through hundreds of successful onboardings with satisfied Teamogy clients.
The process can take anywhere from a few days to several months, depending on the size of your team and the extent of custom modifications required.
Configuration of all required users, including their access rights.
Financial setup, including invoice numbering sequences.
Customized document print templates based on client specifications.
Full system setup according to client needs analysis (e.g. job categories, sales pipeline stages and percentages, etc.).
Workflow configuration tailored to client-specific processes.
Customization and system adjustments based on the analysis — either through personalized registry settings or code-level modifications.
Onboarding is just the beginning – real partnership starts here
A successful onboarding is only the first step. We continue to support our clients long-term – with a personal, consistent, and proactive approach. After the system is implemented, our Client Care and Technical Support teams take over and are always here when you need them.
What you can expect from us:
Daily support and answers to your questions
Guidance for expanding the system and setting up new processes
Tailored tips, training, and recommendations for your team
Featured References
“The onboarding with Teamogy has been very thorough and easy to follow, which made getting started a smooth experience. I’m genuinely excited to be using the platform — it gives us clear visibility into important financial information and ensures that the right people have access to what they need.
71 branches, 1,500+ marketing experts worldwide
“Starting Teamogy was no problem for our small team. It was within hours.”
Pavla Neradová, Co-Founder, Studio Apaté
1- 50 Teamogy users
“Online onboarding has significantly helped us understand the system, and I dare say that without onboarding, we would spend far more time implementing the system.”
1 – 50 Teamogy users
“Perfect care and communication from Teamogy was a matter of course. The date of onboarding and the method of execution was tailored exactly to our needs, we were not pressed by time. The preparation was professional – a clear and well-arranged structure of the training, including all answered questions.”
1 – 50 Teamogy users
FAQ – Frequently Asked Questions
How long does onboarding take?
Onboarding typically takes 2–6 weeks, depending on your company size and implementation scope. Smaller teams can be onboarded in just a few days. For larger companies, the process may take longer – to ensure a thorough analysis, proper system setup, and complete user training.
Can the entire onboarding be done online?
Yes. Most of our clients go through onboarding fully online – including recorded sessions, which are stored in your Teamogy account under the GEMs module for easy access anytime, by current and future users.
How much does onboarding cost?
What if we realize after go-live that something needs to change?
That’s completely expected. In the first weeks after going live, we hold regular consultation calls to fine-tune the system based on real usage. It’s normal to make adjustments, optimize settings, and provide additional training. Our online support is always available, so help is just a click away.
Do we need someone internally to manage the onboarding?
Yes – ideally a “Teamogy Champion” from your team. This person serves as the main contact for our onboarding team, helps coordinate the process internally, assists with user training, asks relevant questions, and stays in touch even after onboarding is complete.
What happens after onboarding is complete?
Our Client Care and Technical Support teams take over. We continue monitoring how Teamogy supports your business and introduce new features, integrations, or automation as needed.
All users have access to our online chat support, with an average response time of under 2 minutes.
We also offer annual performance check-ups to review your system usage, collect feedback, and recommend any updates, retraining, or system improvements.
Kick-start your business.
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