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WHITE-GLOVE ONBOARDING, SUPPORT AND TRAINING

People Do Business With People They Know, Like and Trust.

That is why we onboard you personally, answer every ticket quickly, and train you and your team at no charge. Technology will always have an issue now and then. What matters is how the people behind it treat you.

WHAT IT ISUpward onboards every client personally, on one 1-hour call or two 30-minute calls at times you choose, and gives more onboarding help at no charge if you need it. Our AI ticket system answers instantly where it can, and the Upward team follows up on every ticket the same or next business day. Support and training never cost extra. For larger teams, our COO, CEO or Training Manager join your live sessions as part of your team and train everyone on your plan in real time.

A relationship, not a help desk

Every business that grows does it the same way: people buy from people they know, like and trust. We run Upward the same way. It is not a question of whether something will go wrong, because with technology something always does. It is a question of how your vendor shows up when it does. For us, white-glove onboarding, support and training come first, because your relationship with us is part of the product.

White-glove onboarding, personally

We onboard you ourselves. Choose one 1-hour call or two 30-minute calls, at the times that suit you, and we will set up your account with you, answer your questions and make sure you are ready to go. If you need more help after that, we provide it at no charge.

  • One 1-hour call, or two 30-minute calls, scheduled when you choose
  • A real person from the Upward team, working through your account with you
  • More onboarding assistance at no charge whenever you need it

An AI ticket system with people behind it

Ask for help from inside Upward and our AI answers instantly, using what it has learned from past resolved tickets. When it can't resolve something, it opens a ticket, and the Upward team follows up the same or next business day. You never wait in a queue wondering whether anyone saw it.

  • Instant answers from AI, any time of day
  • Every ticket reviewed by the Upward team
  • Follow-up the same or next business day
  • A full history of your tickets in one place

Support and training are never an extra charge

There is no support plan to buy, no training package and no per-session fee. Help is part of every relationship, because we would rather you succeed than watch a meter.

For larger teams: we join your live sessions

When you train your organization, our COO, CEO or Training Manager can join your live sessions on behalf of your company, as part of your team. We show up under your name, not ours, and provide real-time training on your Upward plan so every member hears the answer from someone who knows the system inside out.

  • Executive-level attention from our COO, CEO and Training Manager
  • Joins your kickoff, trainings and team calls as part of your team
  • Real-time training on your plan, tailored to your company
  • Delivered under your brand, with no mention of Upward

Who it's for

Company owners rolling out to a team
Team leaders onboarding new members
Independent professionals who want a real person to call
Enterprises that need training for every member

How it works

1. Choose your calls

Pick one 1-hour call or two 30-minute calls, at times of your choosing.

2. We set up with you

A real person from our team walks through your account and your plan with you.

3. Launch with your team

For larger teams, our leadership joins your live sessions and trains everyone as part of your team.

4. We keep going

Need more onboarding or training? It is at no charge. Tickets are answered the same or next business day.

What's included

Personal onboarding

One 1-hour call or two 30-minute calls of your choosing, and more help at no charge.

AI ticket system

Instant answers from AI, with unresolved questions turned into tickets the team follows up.

Same or next business day

Every ticket gets a follow-up from the Upward team the same or next business day.

No charge, ever

Support and training are never an extra cost.

Executive training for teams

Our COO, CEO or Training Manager join your live sessions and train your people in real time.

Under your brand

For larger teams we join as part of your team, with no mention of Upward.

How Upward is different

We treat onboarding, support and training as the product
Real people from our leadership team, not only a help desk
Support and training are never an extra charge
We would rather earn your trust than hold your contract

Frequently asked questions

What does onboarding cost?

Nothing. Personal onboarding, extra onboarding help, support and training are all included at no charge.

Who will I talk to?

A real person from the Upward team. For larger teams, our COO, CEO or Training Manager can join as well.

How do the onboarding calls work?

You choose one 1-hour call or two 30-minute calls, at times that suit you. If you need more time after that, we provide it at no charge.

How fast do you respond to tickets?

The Upward team follows up on every ticket the same or next business day. Our AI answers instantly in the meantime wherever it can.

Can you train my whole team?

Yes. For larger teams our leadership joins your live sessions and provides real-time training on your Upward plan.

Will my team see Upward's name in those sessions?

No. We join as part of your team, under your company's name.

Related

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