PortalJS Cloud: customer onboarding

Product's site: https://www.portaljs.com

We anticipate that customers will express interest in onboarding to initiate the process of constructing their open data portals using our product. Provided below is our standard email template, suitable for sending via email or utilizing in meetings, to articulate the steps for onboarding a new customer.

Email template

Subject: Welcome to PortalJS Cloud: Your Onboarding Steps

Dear [Client's Name],

Thank you for choosing PortalJS Cloud to build your data portal! We are excited to embark on this journey with you. To ensure a seamless onboarding experience, please follow the steps outlined below:

1. Please ensure you are registered by visiting this link - https://cloud.portaljs.com/
2. Complete the payment process using the following secure Stripe link - https://buy.stripe.com/dR6fZC3O7baoeHeaEI
3. Schedule a 30-minute onboarding meeting with our team by sending an email to [email protected]. During this session, our team will guide you through the dataset onboarding process and discuss any specific branding guidelines you may have.
4. If you already have a custom domain ready, please share it with us. We will promptly configure it to enhance your portal's branding.
5. Once steps 1-4 are completed, you are ready to start publishing your first dataset! Our team is here to support you every step of the way.

Should you have any questions or need further assistance, feel free to reach out to our dedicated support team at [email protected].

We appreciate your partnership and look forward to building an exceptional data portal together.

Best Regards, PortalJS Cloud Team