October 7, 2024
6 min
A good product demo makes many things clearer, but what comes next may remain quite hazy. Aiming to shed more light on it, we’ve prepared this article.
The first part provides a concise overview of Corefy’s onboarding process. If you’ve spoken to our Sales Specialists, there should be no surprises.
In the second part, we elaborate on each step, turning this article into a go-to source for everyone curious about onboarding at Corefy in detail.
Quick overview of Corefy’s client onboarding
- Watching a demo
- Filling out onboarding questionnaires
- Hopping on a call to discuss what should be done for you to go live with Corefy
- Agreeing on a contract and signing it
- Getting access to the Service Desk and having a chat set up, with a dedicated manager assigned to assist you
- Training for your team members on how to work with the platform
- Checking the MVP and processing your first live transactions through Corefy
- Confirming your readiness to go live, aaand…
- … going live!
If you're looking for a quick refresher on the steps involved in our onboarding process, that's it!
But if your inquisitive mind craves more details, explanations, and examples, keep reading below.
Client onboarding journey explained
Step 1. Getting to know each other
After contacting our Sales team and watching a demo, you’ll know a lot about Corefy as a business and technical solution.
We’d like to know more about you too! That’s why we ask you to fill out two onboarding questionnaires. The Business questionnaire gathers essential information, such as your company’s legal details and the payment providers you plan to connect with. The Product questionnaire dives deeper into your product-specific needs, allowing us to identify and align your precise product requirements with our platform’s capabilities. Both questionnaires are confidential documents accessible only to you and our specialists.
By using these two questionnaires, we aim to capture and match your business and product expectations as closely as possible, forming a well-synchronized and tailored set of MVP (Minimum Viable Product) requirements.
Step 2. Defining your expectations
Once you’ve completed the questionnaires, it’s time for a detailed call. You’ll meet our Onboarding Manager, who has both business and technical expertise in payments. Feel free to invite anyone from your team who will manage payments or work with our platform.
Together, we will match your needs and expectations with the platform’s current functionality, resulting in clear MVP requirements. For example, if you want to connect with four payment providers and three are already integrated on our platform, we will develop the fourth integration as part of the MVP. Additionally, if you’re not PCI DSS compliant, we can offer a hosted payment page.
These MVP requirements might also include setting up a back office for your merchants.
Whatever your requirements, our goal is to ensure everything works properly for a successful launch. Rest assured, we’re here to simplify complex tasks and provide advice whenever needed.
Step 3. Sealing the agreements
Once the expectations and requirements are clear, we prepare the agreements. These documents outline all the MVP details, the responsibilities of both parties, and the pricing plan. We encourage you to review them carefully to ensure all obligations are clear and the MVP matches your needs.
After signing, we’ll send an invoice based on the MVP requirements and your chosen pricing plan. Once paid, our developers and specialists will start working on the MVP.
Step 4. Setting up communication and training
We set up communication channels using our Service Desk, which will be your hub for tracking MVP tasks.
You’ll also have a chat set up where your Onboarding Manager will provide regular updates, and you can monitor the progress directly through the Service Desk.
Meanwhile, our development team will work on the MVP, and we’ll invite your team members to training sessions on platform usage and optimal settings for your business. If you prefer, we can record these sessions for future reference. Besides, we have a bunch of training manuals on configuring various settings on our platform that are available to you whenever you need them.
Step 5. Testing and going live
Before launching, we conduct comprehensive testing to ensure everything works seamlessly. This includes:
- Processing successful and failed payments
- Verifying transaction statuses in the provider’s back office and Corefy’s system
- Ensuring correct settlement of funds
These steps are vital for a smooth transition to live traffic. Once everything is confirmed, we’ll send the Go Live email and await your confirmation to proceed. When you’re ready, we move forward with the full-scale launch!
Once your onboarding is complete, we’d love to hear your thoughts! We invite all our clients to fill out a quick feedback form. This helps us learn from your experience and continuously refine our process.
What comes next
After going live, our Onboarding Manager introduces you to your Customer Success Manager, who will support you moving forward. We schedule a meeting to discuss your business goals, key success factors, and a strategy for growing your business with Corefy. This step marks the beginning of a long-term partnership where we aim to amplify your business growth.
Ready to get started?
Now you know the complete process that awaits after clicking the 'Get started' button. Completing these steps provides you with:
- A feature-rich platform to handle payments and payouts
- A single management interface for all transactions across multiple vendors
- Access to 450+ ready-made integrations with payment providers
- Freedom from technical hassles
- A payment team as a service, and much more!
We look forward to partnering with you and supporting your business every step of the way.
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