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Onboarding Process
How we onboard you as a client
At Intouch Communications, we’re committed to making your transition as smooth and straightforward as possible.
Our structured onboarding process ensures everything is set up correctly from day one, with solutions tailored specifically to your business needs. Here’s what you can expect:

1. Introduction Call
We begin with a friendly introductory call to get to know you and your business. This is a chance for us to understand your current communications setup, your goals, and any challenges you might be facing. We’ll also give you an overview of our services and how we can support your operations.
2. Audit (Onsite or Remote)
Next, we carry out a thorough audit of your existing systems. Depending on your location and preferences, this can be done either onsite or remotely. We’ll assess your telecommunications infrastructure, hardware, connectivity, and usage to identify what’s working well and where improvements could be made.
3. Post-Audit Review & Report
After the audit, we prepare a detailed report summarising our findings. We’ll then arrange a follow-up meeting to walk you through the results, explain any areas of concern, and highlight opportunities for improvement. This step provides the foundation for the next phase of the onboarding process.
4. Onboarding Plan
Based on the audit and review, we’ll create a bespoke onboarding plan tailored to your specific requirements. This will include a timeline, any necessary upgrades or changes, and details of training or support you might need along the way.
5. Execute Onboarding Plan
Once the plan is agreed, we’ll get to work. Our team will install, configure, and optimise your new systems and services, working to minimise any disruption to your business. You’ll be kept informed at every stage, so you always know what’s happening.
6. Onboarding Tasks Complete
With the key onboarding tasks completed, we’ll carry out a final review to make sure everything is working as expected. This includes testing systems, checking user access, and confirming all services are fully operational.
7. Handover
Finally, we formally hand everything over to you. You’ll receive full documentation, login details, and points of contact for ongoing support. If needed, we can also provide training to ensure your team feels confident using the new systems. From this point onwards, your account will be managed by our dedicated customer care team.

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