Onboarding
Ready to start your journey with us, but not sure what to expect? Let’s take a look at what’s in store when you schedule that first call!
Discovery call
We’d love to kick things off with a discovery call! It’s a chance for us to really listen to your needs, understand how we can help, and—most importantly—get to know you and your company. The insights we learn will help us create a demo that’s perfectly tailored to you, focusing on the things you care about most.
Demo
After the discovery call, the demo is all about you. Using what we’ve learned, we’ll showcase exactly what you’re looking for, answer your questions, and review everything to ensure it meets your needs. We’ll wrap up by covering next steps, all in under an hour, respecting your time while ensuring no detail is missed.
Proof of Concept/Coperitas full version
If you’d like to try the product first, we offer a “Proof of Concept” for a small fee. This gives you access to the software for a set time so you can see how it fits your workflow and if it’s the right match for you. If you’re ready to dive in, we can skip straight to the full version of Coperitas and start our journey of empowering you right away.
Invoice Licensing
We don’t want you to pay a license until you’ve decided that Coperitas is the right fit for you. Any time we spend with you before that is completely free and comes with our genuine commitment to helping you. Our priority is ensuring Coperitas truly helps you with your challenges before licenses even enter the conversation.
Training/Start using
Got everything figured out? Great, go ahead and start using Coperitas! Need a little extra help first? No problem, we’ve got you covered. In just five 45-minute training sessions, we’ll walk you through everything you need to know about Coperitas. And don’t worry—outside of training, we’re always here to answer any questions that come up.
Continued support
Our support doesn’t stop when onboarding ends. As long as you’re using Coperitas, we’ve got your back! Whether you have questions, want to add new modules, or feel like something’s missing, we’re here to help every step of the way. Everything you need to get empowered!
