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TapGoods PRO Onboarding

Onboarding Made Easy

Our Onboarding packages help customers get set up, moved over, and trained. Upgrade to new software and smoother operations in no time! With a partner who cares, success is right around the corner.

Opal Package | $400

System Setup
  • Dedicated Onboarding Specialist
  • Kick Off Call (20 min)
  • Custom Onboarding Journey
    Including action steps and timelines
Transition
  • Data Conversion
    • Import Checklist
    • Import Training Articles
    • Import Training Videos
Staff Training
  • 2 Personalized Training Sessions on Your Choice of Topics (1 hour each)
    • Admin
    • Sales
    • Operations
    • Accounting
  • Weekly E-mail Check-Ins
Support
  • Fully Live Check In Call
  • In App Tutorials
  • Unlimited Knowledge Base Access
  • Post Fully Live Recurring Support:
    • 5 Hours Per Year
    • $450 (paid upon going live)

Emerald Package | $920

System Setup
  • Dedicated Onboarding Specialist
  • Kick Off Call (20 min)
  • Custom Onboarding Journey
    Including action steps and timelines
Transition
  • Data Conversion Collaboration
    Import Assistance for Inventory, Contacts, Bundles or Images (up to 4 hours total)
    (Note: Can be used for data export clean up and organization, importing, category creation, tag sorting, manual image entry, or bundle building.)
  • Prior Order Entry
    Approx. 50 orders (depending on size and inventory availability), or up to 2 hours
  • Weekly E-mail Check-Ins
Staff Training
  • 3 Personalized Training Sessions on Your Choice of Topics (1 hour each)
    • Admin
    • Sales
    • Operations
    • Accounting
  • Weekly E-mail Check-Ins
Support
  • Fully Live Check In Call
  • In App Tutorials
  • Unlimited Knowledge Base Access
  • Post Fully Live Recurring Support:
    • 10 Hours Per Year
    • $850 (paid upon going live)

Ruby Package | $2010

System Setup
  • Dedicated Onboarding Specialist
  • Dedicated Relationship Manager
  • Kick Off Call (20 min)
  • Custom Onboarding Journey
    Including action steps and timelines
  • Discovery Call (50 min)
  • Discovery, including Observation and Discussion of Current Sales and Operations Processes
Transition
  • Data Conversion Collaboration
    Import Assistance for Inventory, Contacts, Bundles or Images (up to 6 hours total)
    (Note: Can be used for data export clean up and organization, importing, category creation, tag sorting, manual image entry, or bundle building.)
  • Prior Order Entry
    Approx. 100 orders (depending on size and inventory availability), or up to 4 hours
  • Weekly E-mail Check-Ins
Staff Training
  • 7 Personalized Training Sessions on Your Choice of Topics (1 hour each)
    • Process Discovery
    • Change Management Planning
    • Feature Specific Training
    • Team Training
      • Admin
      • Sales
      • Operations
      • Accounting
  • Weekly E-mail Check-Ins
Support
  • Fully Live Check In Call
  • Onboarding Specialist Check-In Call
  • Relationship Manager Check-In Call
  • In App Tutorials
  • Unlimited Knowledge Base Access
  • Unlimited Online Support
  • Post Fully Live Recurring Support:
    • 20 Hours Per Year
    • $1500 (paid upon going live)

Diamond Package | $6325

System Setup
  • Dedicated Onboarding Specialist
  • Dedicated Relationship Manager
  • Kick Off Call (20 min)
  • Custom Onboarding Journey
    Including action steps and timelines
  • Discovery Call (50 min)
Transition
  • Data Conversion Collaboration
    Import Assistance for Inventory, Contacts, Bundles or Images (up to 8 hours total)
    (Note: Can be used for data export clean up and organization, importing, category creation, tag sorting, manual image entry, or bundle building.)
  • Prior Order Entry
    Approx. 350 orders (depending on size and inventory availability), or up to 4 hours
  • 1:1 Training Pre Fully Live (as needed)
  • Weekly E-mail Check-Ins
Staff Training
  • Onsite Visit (travel billed separately)
    • Day 1: Discovery: Sales, Operations, Accounting
    • Day 2: Admin/Accounting: General Settings, At-a-Glance Dashboard, Admin Reporting, Credit Terms, GL, Sales Tax, Revenue
    • Day 3: Sales: Contacts, Order Creation, Dashboard, Calendars
    • Day 4: Ops: Inventory, Pick List, Checking Out/In, Routing, Calendars
    • Day 5: Close Out/Fully Live
Support
  • Fully Live Check In Call
  • Onboarding Specialist Check-In Call
  • Relationship Manager Check-In Call
  • In App Tutorials
  • Unlimited Knowledge Base Access
  • Unlimited Online Support
  • Post Fully Live Recurring Support:
    • 20 Hours Per Year
    • $1500 (paid upon going live)
TapGoods Storefront Onboarding

Resources to Elevate Your Ecommerce with TapGoods

With TapGoods, you will receive support for your Storefront from a team of Creatives and Customer Support Specialists. From creative direction and website design to domain support and SEO set up, we’ll guide you through the full Storefront process from conception to ongoing updates.

Topaz Package | $200

Storefront Setup
  • Settings and Inventory Organization Call (30 min)
  • TapGoods Storefront Training Session (30 min)
  • Categories and Tags Planning Session (30 min)
  • Domain Settings Assistance (to connect to company’s domain)
Site Build
  • Storefront+ Cart Creative Setup
Provided by Client
  • Logo
  • Branding Colors
  • All Copy
  • TapGoods Storefront Survey response

Crystal Package | $430

Storefront Setup
  • Settings and Inventory
    Organization Call (60 min)
  • TapGoods Storefront
    Training Session (60 min)
  • Domain Settings Assistance (to connect to company’s domain)
  • No revisions by TapGoods included
Site Build
  • Site Prototype
  • Main Page, Plus up to 10 Additional Site Pages/Sub-Pages/Components:
    • About Us
    • Contact Us
    • FAQ
    • Category Showcase
    • Gallery
    • Connections
    • Testimonials
  • Navigation and Sub-Navigation Support
  • Inventory Image Import: Up to 100 Images
  • Two Additional Site Enhancements (i.e., new product promotion)
Provided by Client
  • Logo
  • Branding Colors
  • All Copy
  • TapGoods Storefront Survey response

Amethyst Package | $715

Storefront Setup
  • Settings and Inventory Organization Call (60 min)
  • Categories and Tags Planning Session (30 min)
  • TapGoods Storefront Training Session (60 min)
  • Domain Settings Assistance (to connect to company’s domain)
  • Social Media Links
  • Footer Set-Up
  • Landing Page (for multi-location companies only)
Site Build
  • Site Prototype
  • Main Page, Plus up to 10 Additional Site Pages/Sub-Pages/Components:
    • About Us
    • Contact Us
    • FAQ
    • Category Showcase
    • Gallery
    • Connections
    • Rent the Pic/Get The Look (up to 4)
    • Testimonials
  • Navigation and Sub-Navigation Support
  • Inventory Image Import: Up to 100 Images
  • Two Additional Site Enhancements (i.e., new product promotion)
Creative
  • Stock Photography/Video: Up to 5 Images (hard costs paid by client)
  • One Round of Revisions by TapGoods
  • Creative Consultation Post-Prototype (20 min)
Provided by Client
  • Logo
  • Branding Colors
  • All Copy
  • TapGoods Storefront Survey response

Sapphire Package | $1250

Storefront Setup
  • Settings and Inventory Organization Call (60 min)
  • Categories and Tags Planning Session (30 min)
  • TapGoods Storefront Training Session (60 min)
  • Domain Settings Assistance (to connect to company’s domain)
  • Social Media Links
  • Footer Set-Up
  • Landing Page (for multi-location companies only)
  • SEO Review/Discussion
Site Build
  • Site Prototype
  • Main Page, Plus up to 10 Additional Site Pages/Sub-Pages/Components:
    • About Us
    • Contact Us
    • FAQ
    • Category Showcase
    • Gallery
    • Connections
    • Rent the Pic/Get The Look (up to 8)
    • Testimonials
  • Navigation and Sub-Navigation Support
  • Inventory Image Import: Up to 200 Images
  • Two Additional Site Enhancements (i.e., new product promotion)
Creative
  • Stock Photography/Video: Up to 10 Images and 1 Video (hard costs paid by client)
  • Two Rounds of Revisions by TapGoods
  • Creative Consultation Post-Prototype (20 min)
  • Current or Custom Logo
  • Copywriting Support
  • Custom Branding from a TapGoods Expert
  • Annual Site Review
Provided by Client
  • Current Logo and Branding
  • Any Initial Copy
  • TapGoods Storefront Survey response

Additional Support

Post Onboarding

Additional Support Packages $US $CAD
Bronze (up to 5 hours per year) $450 $569
Silver (up to 10 hours per year) $850 $1,075
Gold (up to 20 hours per year) $1,500 $1,896
Platinum (up to 45 hours per year) $3,000 $3,792
Or, Per Hour: $105 $133
Additional support may be used for Post Onboarding Tasks, such as:
Inventory and/or Customer Data Import
Account Set-Up
Product Training
Live Client Success Support
Software Integrations
Custom Feature Support
Support for Barcoding, POS, Routing, and Multi-Location
Inventory Images
SEO Customization
Storefront Design and Updates