Onboarding Call 1

What happens in your first onboarding session and the 10-item homework checklist to complete before Call 2.

Written By Victor Raessen

Last updated 4 days ago

Your first onboarding call is approximately 45–60 minutes. Your Salesbuildr consultant will walk through your instance and help you create your first quote together. Most topics are introduced briefly live, then handed off to short video homework you complete at your own pace.

What to expect

Review your provisioning setup (PSA sync, distributor status, email domain)
Walk through the main areas of Salesbuildr together
Create your first quote live, using a real or sample customer
Brief introduction to each homework topic — not a full walkthrough
Q&A

Homework checklist

Work through these 10 tasks after Call 1. Each has a short training video and a help article for reference. Allow 1–2 weeks before your second call so your team can practice with real quotes.

#	Task	Training video	Help article
1	Upload your logo, set brand color and fonts	Brand your Salesbuildr workspace	Portal & Branding
2	Add your photo, name, title, and contact details to your sender profile	Set up your quote sender profile	Platform
3	Add team members and assign roles	Add and manage users	Users & Permissions
4	Choose how quotes are sent by email — shared mailbox or individual	Choose how quotes are sent by email	Email Settings
5	Create your email signature	Create a dynamic email signature	Email Signatures
6	Customize the customer-facing quote delivery email	Customize customer-facing quote emails	Email Templates
7	Review your product catalog, set category markups, clean up inactive products	Products & catalog overview	Products
8	Create at least 5 practice quotes using real or sample customers	Create your first quote	Quote Editor
9	Understand cost, price, and margin on a quote	Understand pricing & margin	Quote Settings
10	Open the template editor and explore a starter template	Template basics	Quote Templates

Watch all 10 videos at Onboarding Videos.

You're ready for Call 2 when

Your team can log in and has the right roles assigned
Your logo, brand color, and email domain are configured
You've created at least 5 quotes with real products
You've watched the 10 training videos

What to expect

Homework checklist

You're ready for Call 2 when

See also