Onboarding Your Way!

At Totango we don’t make you pay for onboarding, we give it away for FREE. But if you want a little extra help, we’ve got you covered. 


Free Onboarding

Self Paced, Video-Led asychronis learning and product set-up

Complete Global Settings Set-Up

Set Up Your Customer Journey 

Integrate Your Data

(ex. Hubspot, Salesforce, Zendesk)

CSM Focus:

Understand a Day in the Life

Set Up Your Dashboard

Project Management with SuccessPlays

CS Admin Focus:

Understanding SuccessBLOCs

Set Up Your First SuccessBLOC (Onboarding)

Hyper-Personalization with Segments

Set Up Customer Health model


Set up Analytics Dasboard

Learn how to use email campaigns

Train the Trainor

SMB Only

Extended Onboarding 

Expert-led consulting to customize for your specific needs

Entire Free Onboarding Curriculum led by an expert

Connect Product Usage

Advanced Integration Support

Build Out Multi-Team, Multi-Product and/or Account Hierarchy

Not a Community member, yet?

“Our onboarding process was top-notch. I liked the discovery process and how the onboarding manager assisted us in having an excellent time to value.”

Diego Q, CSRM | G2 | 11.3.2021

“Totango customer support and training have been invaluable and they have helped us every step of the way.”

Kim T. VP of Client Success | G2 | 4.6.2022

Whether you just need to “rent an Admin” or want more advanced consulting services, we have solutions to meet your needs. Book a meeting to learn more about our professional services. 

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