Onboarding Process

What does the Clearview Social onboarding process look like?

Ethan Dayton avatar
Written by Ethan Dayton
Updated over a week ago

We try to make getting started as a new client as easy as possible! Our onboarding process is broken into 4 main parts:


 This is the training part. Our training process is composed of 3 meetings/ trainings:

Expectation Setting Meeting- Where we discuss what your expectations of the software are and what you would like to see happen as a result of using it!

Administrator Training- We will train whoever will be in charge of running your account. They will learn everything about building queues and suggesting content to your Users. As well as checking results and using the other cool features of your subscription.

User Training- This is a recorded training that can be shown to a group or watched by individuals. If watched as a group, your Client Success Manager can be live on a call to answer questions after the training is watched. The basics of getting logged in and sharing content are covered in the User Training.


Time to add those Users! Once they are added to your account, they will receive a Welcome email which will prompt them to connect their Social Media account. 

Now they are ready to share suggested content!


Send your Users their first Queue to Share! This is what a Queue looks like:


Get ready to check the results of your Shares! Queue Engagement, the Analytics page and Results page will all show you the fruits of your labor.

We can move at any pace you'd like but this 4 part process is what we've found works best. Contact us with any questions!

Any Further Questions?

If there is anything else we can assist you with, you can contact Clearview Social Support either by emailing support@clearviewsocial.com or through the Intercom chat button in the bottom right of the site.

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