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Onboarding Packages

Our client success team is loved by our customers for their dedication and expertise. Whether you’re setting up, transitioning, or need ongoing assistance, our experts will help you do the heavy lifting.
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TapGoods Support Gems

Opal $400

  • Data Conversion (Import Checklist, Import Training Articles & Videos)
  • 2 Personalized Training Sessions
  • Live Support (As Needed)

Emerald $920

  • Data Conversion Collaboration (Up to 4 hours)
  • Prior Order Entry (~50 Orders or Up to 2 hours)
  • 3 Personalized Training Sessions
  • Live Support (As Needed)

Ruby $2,010

  • Dedicated Relationship Manager
  • Discovery Call (50 min)
  • Discovery of Current Sales & Operations Processes
  • Data Conversion Collaboration (Up to 6 hours)
  • Prior Order Entry (~100 Orders or Up to 4 hours)
  • 7 Personalized Training Sessions
  • Onboarding Specialist Check In Call
  • Relationship Manager Check In Call
  • Unlimited Online Support
  • Live Support (As Needed)

Diamond $6,325

  • Dedicated Relationship Manager
  • Discovery Call (50 min)
  • Data Conversion Collaboration (Up to 8 hours)
  • Prior Order Entry (~350 Orders or Up to 4 hours)
  • 1:1 Training Pre Fully Live (As Needed)
  • Onsite Visit (Travel Billed Separately)
  • Onboarding Specialist Check In Call
  • Relationship Manager Check In Call
  • Unlimited Online Support
  • Live Support (As Needed)
Storefront Support Gems

Topaz $200

  • Settings and Inventory Organization Call (30 min)
  • TapGoods Storefront Training Session (30 min)
  • Categories and Tags Planning Session (30 min)
  • Domain Settings Assistance
  • Storefront+ Cart Creative Setup

Crystal $430

  • Settings and Inventory Organization Call (60 min)
  • TapGoods Storefront Training Session (60 min)
  • Domain Settings Assistance
  • Site Prototype
  • Site Build
  • Navigation and Sub-Navigation Support
  • Inventory Image Import (Up to 100 Images)
  • Two Additional Site Enhancements
(Ex: New Product Promotion)

Amethyst $715

  • Settings and Inventory Organization Call (60 min)
  • Categories and Tags Planning Session (30 min)
  • TapGoods Storefront Training Session (60 min)
  • Domain Settings Assistance
  • Social Media Links
  • Footer Setup
  • Landing Page (Multi-location Only)
  • Site Prototype
  • Creative Consultation Post-Prototype (20 min)
  • Site Build
  • Navigation and Sub-Navigation Support
  • Inventory Image Import (Up to 100 Images)
  • Two Additional Site Enhancements
(Ex: New Product Promotion)
  • Stock Photo Selection
(Up to 5 Images; Paid by Client)
  • 1 Revision

Sapphire $1,250

  • Settings and Inventory Organization Call (60 min)
  • Categories and Tags Planning Session (30 min)
  • TapGoods Storefront Training Session (60 min)
  • Domain Settings Assistance
  • Social Media Links
  • Footer Setup
  • Landing Page (Multi-location Only)
  • SEO Review/Discussion
  • Site Prototype
  • Creative Consultation Post-Prototype (20 min)
  • Site Build
  • Navigation and Sub-Navigation Support
  • Inventory Image Import (Up to 200 Images)
  • Two Additional Site Enhancements
(Ex: New Product Promotion)
  • Stock Photo/Video Selection
(Up to 10 Images/1 Video; Paid by Client)
  • 2 Revisions
  • Current or Custom Logo
  • Copywriting Support
  • Custom Branding from our Creative Team
  • Annual Site Review

All Packages Include

Dedicated Onboarding Specialist Blue Icon

Dedicated Onboarding Specialist

Kick Off Call Blue Icon

Kick Off Call (20 min)

Custom Journey Blue Icon

Custom Onboarding Journey Including Action Steps & Timelines

Lock In Blue Icon

Weekly Email Check Ins

Star Blue Icon

Fully Live Check In Call

In App Tutorials Blue Icon

In App Tutorials

Unlimited Knowledge Base Blue Icon

Unlimited Knowledge Base Access

FAQs

Let’s Clear Things Up

How long does TapGoods onboarding take?

Most rental businesses complete onboarding in 2–6 weeks, depending on the onboarding package and how complex your catalog is. Higher-tier packages include deeper data collaboration and personalized training, which significantly speeds up your time to go live.

Data conversion includes everything you need to bring your inventory into TapGoods:

  • Importing and organizing items
  • Mapping categories and subcategories
  • Cleaning up duplicates
  • Setting pricing structures
  • Support migrating from Excel, QuickBooks, Point-of-Rental, and older POS systems

Higher-tier packages include extended collaboration if your catalog needs more structure or cleanup.

Totally normal — we see this all the time. Packages with extended data collaboration ensure your catalog is cleaned, mapped, and configured correctly before you start quoting. You don’t need to “prep” everything first — we help you get there.

Yes. All packages include:

  • Live 1:1 or group training sessions
  • Personalized onboarding calls
  • In-app tutorials
  • Unlimited access to on-demand training videos (learn anytime, at your own pace)

Teams that combine live training with video training onboard 40–50% faster.

Can multiple team members join the training sessions?
Absolutely. Invite as many team members as you need — operations, sales, warehouse, admin — whoever will be using TapGoods.

Once onboarding wraps, you’re not alone. Your Relationship Manager  remains your long-term partner – helping you get the most value out of TapGoods as your business grows.

After onboarding, you’ll receive:

  • Regular AE check-ins to support your goals
  • Insights on new features as they launch
  • Guidance on under-utilized features your team could benefit from
  • Quarterly Business Reviews (QBRs) to evaluate performance and adoption
  • Unlimited access to training videos and tutorials

Think of us as your growth partner, not a one-and-done project.

Businesses with larger catalogs, multiple locations, or custom workflows typically choose Sapphire / Diamond. These packages include:

  • More data collaboration
  • More personalized training
  • Workflow optimization
  • Dedicated onboarding and AE time

If you want the cleanest possible setup and the fastest path to value, higher-tier packages deliver the strongest results.

Yes. You can upgrade at any time if you realize you need more training, data help, or storefront support.

What’s included in Storefront onboarding?

Your Storefront setup includes everything needed to launch a clean, on-brand rental website, including:

  • Full site prototype + build
  • Navigation and sub-navigation setup
  • Categories and tags planning
  • Domain settings assistance
  • Inventory image import (package-dependent)
  • Footer + social media links setup
  • Landing page for multi-location businesses (where applicable)
  • Site enhancements such as featured promos or product highlights
  • (Amethyst/Sapphire) Stock photo selection

(Sapphire) Additional revisions, copywriting support, and creative consultation

Yes—your site is built with SEO-friendly structure, clear navigation, and clean page layouts. While this is not full SEO management, the Sapphire package includes a dedicated SEO Review/Discussion and an Annual Site Review to help you make informed updates throughout the year.

How many images and assets do you upload?

Crystal and Amethyst include inventory image import for up to 100 images. Sapphire includes up to 200 images plus stock photo/video selection (license paid by client). All tiers include basic styling and placement so your storefront looks polished from day one.

Yes. Every package includes a TapGoods Storefront training session, plus ongoing access to training videos so you can learn on your own time. You’ll know how to update items, categories, and images without needing a designer or developer.

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Additional Support

Reduce the busy work with an additional support package. On, invest in hourly help for $105.

Bronze Additional Support Package

Bronze $450

Up to 5 hours/year

Silver Additional Support Package

Silver $850

Up to 10 hours/year

Gold Additional Support Package

Gold $1,500

Up to 20 hours/year

Platinum Additional Support Package

Platinum $3,000

Up to 45 hours/year

Save time on the following tasks:

  • Inventory Import
  • Customer Data Import
  • Account Set Up
  • Product Training
  • Storefront Design & Updates
  • Live Client Success Support
  • Software Integrations
  • Custom Feature Support
  • Support for Barcoding, POS, Routing & Multilocation
  • Inventory Images
  • SEO Customization
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