Maximizing PATLive Services: Your Onboarding Journey

At PATLive, we aim to ensure you maximize our services from day one. Our specialized Onboarding Team is dedicated to working with new clients during the first 30 days, offering personalized support and tailored solutions to meet your business needs.

Why Onboard?

The onboarding process is essential for integrating PATLive’s services seamlessly with your business operations. This phase provides a dedicated specialist to understand your business, create effective call-handling scripts, and ensure smooth implementation. According to recent data, 86% of customers say they would be more likely to stay loyal to a business if they knew that they would have access to an educational and welcoming onboarding experience post-sale.

The PATLive Onboarding Process

Initial Consultation

• Scheduling: Your Sales consultant schedules a Zoom meeting with your Onboarding Specialist at a time that works best for you. And, while we do love to meet our customers face-to-face, you’re not required to be on camera for the Zoom meeting. We simply use that software so that we can best demonstrate our platform and how to get the most out of your PATLive services. We recommend using your laptop or desktop computer for the meeting so you can get the most from the presentation.
• Introduction: During the Zoom meeting, your Specialist will introduce themselves, get to know you, and discuss your specific business needs.

Tailored Call Handling Instructions

• Customization: Based on your consultation, your Specialist creates customized call-handling instructions, ensuring that our virtual receptionists act as an extension of your team.
• Script Creation: Effective call flows and call handling scripts are crafted, including greetings, FAQs, appointment scheduling, CRM integrations, and other necessary interactions, ensuring a seamless customer experience.
• Review and Feedback: You review the scripts via test calls, and provide feedback. We will be happy to refine the scripts to match your expectations.

Monitoring and Optimization

• Usage Monitoring: Your Specialist monitors your account’s minute usage throughout the first 30 days.
• Regular Reports: Receive periodic reports as well as any suggestions for plan adjustments or script improvements.

Feedback and Adjustments

• Continuous Contact: Your feedback is essential. Your Specialist will be available to ensure smooth operations and make necessary adjustments.

Continuous Improvement

• Ongoing Support: Even after the initial 30 days, you can request script updates to reflect business changes or improve call handling with our helpful Customer Service team.

Getting the Most Out of Onboarding

Our knowledgable and helpful Onboarding Specialists will not only be getting to know about your business, but they’ll also be making suggestions about your call flows and scripts. Here are a few suggestions to make sure you get the most out of your Onboarding:

• Be Punctual: Show up on time to the Onboarding Zoom meeting, which typically lasts about 45 minutes. It is a good idea to show up a little early to ensure that your audio and video (if you want to use video) are working properly.
• Prepare Login Credentials Before the Meeting: Have any login credentials needed for your appointment booking or CRM software, as well as any URLs needed to access your resources available.
• Bring Key Staff to the Meeting: Bring whoever typically navigates and knows how to operate your CRM or appointment scheduling software to the meeting so that we can create detailed instructions for our virtual receptionists to follow.
• Have a List of Questions and Answers: If you frequently get the same questions from your customers, let us know so that we can be prepared to act as a seamless extension of your team when they call in!
• Opening / Closing Greetings: Have an idea of how you want us to answer your calls and what you want us to say to greet your callers. Also, consider how you want us to conclude each call.
• Be Ready for Your Free Trial: Typically, we aim to have our customers ready to start services with us within 10 days after the onboarding appointment (if not before).

The PATLive Onboarding process is designed to integrate our services seamlessly with your business. Our Onboarding Specialists ensure personalized support, making our team handle your calls just like you would. For any questions or additional assistance, please contact PATLive customer service. We’re here to help!