Getting started with Axosoft

Congrats, you now have the Axosoft Customer Success team dedicated to helping you achieve your goals! Here are the next steps we’ll take together to get your team up and running as soon as possible.

Step 1 Kick-off Call

We’ll discuss your business goals and determine what to cover in your upcoming implementation sessions.

Who? Your account administrator and major stakeholders
Duration: 30 minutes

Step 2 Admin Implementation Session I

We’ll focus on getting a deep understanding of project structure, release structure, item creation, workflows and more.

Who? Your account administrator

Step 3 Admin Implementation Session II

We’ll focus on email account connections, the Portal, notifications and other important features.

Who? Your account administrator

Step 4 Go Live!

Start using your configured account to plan, develop, review and ship your software faster.

Step 5 Follow-up

Now that your account is live, you may have follow-up questions. Feel free to reach out to us at any time or set up a 30-minute check-in for us to answer all your questions!

Contact Customer Success