5 Ways to Make Onboarding Software Easier 

Written By

Danielle Basch

Published On

make onboarding easier

5 Ways to Make Onboarding Software Easier 

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Have you ever signed up for a software solution and felt completely lost? There’s nothing worse than being stuck on hold with customer support, left waiting for a response in the chat, signing up for an application and never use it. It’s important for you and your team to fully understand a software’s capabilities and who at your company will use and benefit from it so everyone can experience its full value.


According to a recent study…

Moving your team to a fully automated and digital process may seem like a daunting task (especially when you’re in the busy season), so we’ve developed five ways you can make it easier!

1. Make Sure You Understand Onboarding Objectives

At the time of purchase, make sure there is clear transparency of how much time and money is expected of you during the onboarding process. Understand whether the software you choose is self-service, meaning you train yourself through videos and guides or full-service, getting the training from an onboarding specialist. Schedule a demo to see how Leap guides you here.

2. Get Team Buy-In 

Moving your team to a digital process requires team and management buy-in. Buy-in from management at your company may require some effort. According to Capterra, you should develop a concise pitch, use your pain points to recruit 2-3 supporters who strengthen your case, and explain why your choice is the best option. Schedule a demo of Leap with 2-3 supporters today. 

3. Appoint a Project Manager or Software Expert

It’s important to have a dedicated point person for the onboarding process. This will shorten the onboarding process and get reps in the home selling with software faster. As remodelers continue to adapt technology, hiring a system and technology “owner” will be crucial to the success of moving to digital processes, training new employees on these systems, and optimizing each one. Are you not tech-savvy? Hire someone you know who is to get you up and running. Learn more about hiring for this type of position by scheduling a demo today! 

4. Empower & Equip Your Employees for Change 

Equip your employees with the right information, tools, and training to be successful. Many software and technology companies offer further training with product knowledge experts and customer support. Learn more about Leap Academy here and schedule a demo to hear how other contractors train their sales teams.  

5. Ask Questions, Get Help  

When your team is struggling during the onboarding process, it’s hard for any software company to know, unless you’re open and ask questions up front. The last thing software companies want is for you to be frustrated and give up, all before you get to experience the value of the product. Remember to ask questions and reach out to your onboarding representative so you can fully understand the software and empower your team to do the same. Experience the value Leap brings your company today! 

Onboarding Made Easier with Leap

Since the recent release of Dashboard 3.0, Leap is quicker and more intuitive than ever before. But we don’t want to stop there. Getting our customers set up with Leap is just as important. So, I’m happy to announce a new enhanced Leap Onboarding process that will help our customers quickly transition from paper to digital with Leap. This new process includes a data setup option which reduces the up-front setup time and allows you to explore all the great features within Leap even faster.

Eddie Johnson

Eddie Johnson

SR. Director of Customer success at leap

About Leap

Leap is a point-of-sales software that takes multiple steps in your sales process and puts them in one digital resource. With Leap, you can pitch your company with updated marketing materials, pull aerial measurements into Leap to show how much material is needed, select products, present pricing packages, sign contracts, offer financing, and process payments ALL with the homeowner in a single appointment.

No more… 

  • Spending hours in spreadsheet hell  
  • Errors and Redundancies  
  • Losing Time or Missing Appointments
Leap SalesPro on iPad and iPhone.

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