How your onboarding journey with Buddi begins:
- Contract with Buddi is signed.
- Account Executive sends you a welcome email with 'Buddi Onboarding' in the subject line. This email thread from 'Buddi Support' is your official onboarding ticket.
- Click on the link in the email.
- Sign up for your Buddi Support Portal account if you are a new user.
- Once registered, you can log in to the Buddi Support Portal to access your Buddi Onboarding ticket and communicate with your Customer Success Specialist (CSS).
- Please notify us about important updates in this ticket to prepare for the launch.
- Let your CSS know if you prefer talking on the phone instead of writing emails.
- Your CSS will send you an email containing your Buddi LOGIN CREDENTIALS , a checklist, and ACTION STEPS .
Our goal is to make your onboarding journey to smooth and seamless. Please do not hesitate to reach out if you have any questions at all!