Onboarding

Completing Scale IR’s Intake Form

To ensure a smooth and efficient onboarding process, Scale IR provides an intake form to capture important details needed for tech setup and strategic planning.

Granting CRM Partner Access

Granting partner-level access prior to kick-off enables Scale IR to begin essential tech set up steps and streamlines automations.

Sharing Company/Fund Immersion Materials

As Scale IR act as an extension of your team, immersion materials ensure we’re fully prepared to represent your company, fund, and create custom scripting.

What to Expect During Scale IR’s Kick-Off Call

As an important first step in our partnership, the kick-off call ensures both teams are aligned, important details are confirmed, and we’re ready to launch!

Set Working Hours in Your Scheduling Tool

Set Buffer Times & Minimum Notice in Your Scheduling Tool

Connect Your Calendar to your Scheduling Tool

What to Expect During Scale IR’s Tech Training Call

Meeting Confirmation Best Practices

Integrate Video Meeting Platform with Scheduling Tool

CRM Best Practices that Lead to Increased Conversion