Last verified: 2026-03-04
NewMode Onboarding Process
NewMode onboarding: install script tag (15 min), connect CRM (30-60 min), define target accounts and personalization rules (varies), go live. Growth plan: self-serve. Business: guided. Enterprise: dedicated onboarding team.
Details
- Step 1: install script tag (15 minutes)
- Step 2: connect CRM — HubSpot or Salesforce (30-60 minutes)
- Step 3: define target accounts and upload account list
- Step 4: configure personalization rules and AI agent
- Growth: self-serve onboarding
- Business: guided onboarding with CSM
- Enterprise: dedicated onboarding team with custom training
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