Our job is to help you get started using Asset-Map Platform. We will share best-practices and tips to make your on-boarding seamless and engaging!
On our first call you'll learn how to navigate the platform, create an Asset-Map for your next client meeting and we will review your resources to get the most out of your Asset-Map experience.
To make the most of our time together, please complete these tasks prior to our first call.
Tasks to complete:
If you have any trouble with these tasks, don’t worry, we can discuss them together.
Once you have successfully added your households, set up an Asset-Map and a Target-Map, your on-boarding is complete!!
Customer Support is available from 8am-5pm EST at 888-664-8850 and additional resources are available in our Support Center.