Prospect Onboarding Experiences

Get your whole team on board with the Prospect platform, right from the start.

View Pricing for:
United Kingdom
United Kingdom
United Kingdom
United Kingdom
New Zealand
New Zealand

Our Onboarding Experiences get your whole team up and running faster, with increased ROI and reduced staff frustration. With a mixture of guided self-help and professional assistance, there’s an Experience to suit every budget.


Silver Onboarding Overview

For companies that are looking for more professional guidance to get results quicker and maximise their ROI.

= Additional to Bronze

What's Included


Welcome Call & Email

Growth Playbook Introduction

WEEK 2-3

Planning with Senior Consultant

System Setup Call

1x Branded Quote Template

1x Email Signature

Set up Branded Quote-to-Order Customer Portal

Admin Training

Extended Data Import

Document Template Training

WEEK 3-4

Getting Started with Prospect CRM

CRM Sales Training

CRM Customer Service Training

Report Training

CRM Marketing Training

Usage Review Forum

Putting it Together to Achieve Business Growth

WEEK 4-5

Roll-out Assistance

Reviewing Growth Playbook Processes

Feedback & Refinement


12 Months Telephone Support

Access to Prospect Academy & Online Resources

Success Management Review After 12 Months

Frequent Releases with New & Updated Features

Key Information

£2,995intro offer
Silver Plus
£3,995intro offer

This timeline is an example of our Onboarding Silver Experience. Time budgets and timescales may vary. All Onboarding and Consultancy is subject to the ProspectSoft Standard Terms and Conditions for the supply of Consultancy Services, available at

Meet the Onboarding Team

Isobel Honour

Isobel Honour

Charlie Stewart

Charlie Stewart

Mazvita Choto

Mazvita Choto

Charlotte Austin

Charlotte Austin

Maddie Finlay

Maddie Finlay

Patrick Adom

Patrick Adom

Customer Testimonials

The customer support is amazing (Isobel and Louise have been incredible and the team are always here to help by chat). We’re always encouraged to log and vote for new features to keep improving the product. Very happy with our choice.

Charlotte Cottard, Assistant Director, VIVACY Laboratories Ltd

Frequently Asked Questions

Timescales can vary, but we've added an approximate timescale above our Bronze and Silver Experiences to show you how long we would expect each stage to take. Please note: our Gold Experience does not have an approximate timescale as this will completely depend on your requirements.
Depending on which Experience you purchase, we will assign the most appropriate member(s) of our Onboarding team. Our Onboarding team share a range of skills and experience, so you can feel reassured that you are always in expert hands!
On-site training is included as standard in all our Experiences to help you and your team get to grips with our Stock-Aware CRM. However, as stated in our terms, on-site training is subject to geographical locations and depending on where you are based, we may need to charge extra for our travel costs. We'd recommend you check with a member of our Onboarding Consultants to see if this extra charge applies to you.
This will somewhat depend on how many customers we are on-boarding at any one time. However, once you have purchased one of our Experiences, a member of our Onboarding team will be in touch as soon as possible to discuss timescales with you and will start off the Onboarding process!

Want to learn more?