Welcome to DC - New Customer Onboarding Timeline

Welcome to DC - New Customer Onboarding Timeline

We are thrilled to be working with you and your business! DC offers essential services to streamline your operations, and we're here to make the transition smooth and efficient. Below is an outline of the onboarding process with each step and the party responsible. We also have a library of getting started videos: https://vimeo.com/showcase/11380847?share=copy

Timeline Overview

Step

Description

Responsible

Estimated Time

1

Complete the Onboarding Form

Fill out our online onboarding form with your business details.

Customer

5-10 mins

2

Generate Invoice

DC staff will prepare an invoice for setup and new phones/reprovisioning.

DC Staff

1 day

3

Pay Invoice

Once the invoice is ready, please complete the payment to proceed.

Customer

Upon Receipt

4

DC Site Setup

DC staff sets up your site with the initial configuration.

DC Staff

1 day

5

Schedule Phone Installation Date

Coordinate with DC staff to select a date for phone transition.

Customer, DC Staff

Flexible

6

Phone Installation

DC and Customer transition phone services. Customer assists with setup.

Customer, DC Staff

1 hour

7

Submit Phone Number Port LOA

Complete the Letter of Authorization and provide the latest bill.

Customer

5-10 mins

8

Schedule Training

DC staff will arrange training on messaging, DC Connect+ mobile app, and Chrome tools.

DC Staff

45 min

9

Transition CRM Messaging

DC staff and Customer adjust CRM messaging post-port.

Customer, DC Staff

1 day

Detailed Steps with Icons and Responsibilities

๐Ÿ“„ Step 1: Complete the Onboarding Form
Description: Fill out our onboarding form (3 tabs) with essential business information to start the setup.
Responsible Party: Customer

๐Ÿงพ Step 2: Generate Invoice for Setup and Phones
Description: DC staff generates an invoice to cover setup and any required phones.
Responsible Party: DC Staff

๐Ÿ’ณ Step 3: Pay the Invoice
Description: Please complete the payment for the generated invoice.
Responsible Party: Customer

โš™๏ธ Step 4: Initial DC Site Setup
Description: DC staff completes the setup for your site, getting your system ready for integration. This includes purchasing temporary number(s), registering a 10DLC campaign etc.
Responsible Party: DC Staff

๐Ÿ“… Step 5: Schedule Phone Installation Date
Description: Coordinate with DC staff to schedule the date for phone installation.
Responsible Parties: Customer and DC Staff

๐Ÿ“ž Step 6: Perform the Phone Installation
Description: On the scheduled date, DC staff will transition your phones to DC's system. Youโ€™ll provide assistance on-site. During this time we install new phones or re-provision your existing phones and forward your current phone system to DC.
Responsible Parties: Customer and DC Staff

๐Ÿ“ Step 7: Complete the Phone Number Port LOA
Description: Submit the Letter of Authorization along with the latest phone bill. This initiates the 7-10 day porting process. Letter of Authorization download
Responsible Party: Customer
Estimated Time: 7-10 business days for porting

๐ŸŽ“ Step 8: DC Training
Description: DC staff will provide training on messaging, campaigns, DC Connect+ mobile app, and other features.
Responsible Party: DC Staff

๐Ÿ”„ Step 9: Transition CRM Messaging to DC
Description: After the main number port, DC and your team will adjust automated CRM messages.
Responsible Parties: Customer and DC Staff

Additional Notes

  • Marketing Numbers: Marketing numbers and CRM-specific numbers can be transferred after the main port is complete.

  • Scheduler: The scheduler feature can be enabled at any time during this process.

  • E911 testing - To be completed after number porting

Each step ensures a seamless transition with minimal disruption. If you have any questions or need assistance with any step, feel free to reach out to our support team: support@bdmenterprises.com or (847) 243-6921




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