Onboarding & support
Set up with you, not dumped on you.
Every Pinnacle Ai plan includes white-glove onboarding: a short form after signup, then two recorded 1-on-1 Zoom calls in your first week — one to set the tech up with you, one to train you on the daily work. After that you have 24/7 live chat and Zoom support, bi-weekly office hours, and a full training library for your whole team.
Included free on every plan. Competitors charge $500–$3,000 for setup.
Your first week
What happens after I sign up?
Four things, in this order. No homework pile, no "watch these 40 videos and good luck."
- 1Onboarding formA short form right after signup so we come prepared.
- 2Tech Setup call1 hour, 1-on-1 on Zoom. We set it up with you, live.
- 3Training call1 hour, 1-on-1 on Zoom. The daily habits, not a tech dump.
- 4Check-insRecordings, a written summary, then 30/60/90-day check-ins.
Call one · 1 hour · 1-on-1 Zoom
Tech Setup call
We get on Zoom and do the technical setup with you, live, so it's done properly and you know where everything is.
- A2P text registration
- Domain and custom email
- Webchat widget on your site
- Social connections
- Calendars
- Phone setup
- Custom values
Call two · 1 hour · 1-on-1 Zoom
Training call
Then we train you on the way you'll actually use it day to day — the tools and habits that matter, and nothing you don't need yet.
- The tools you'll actually touch every day
- How work flows from lead to paid
- Where to click when something needs doing
- No tech overload — just your routine
Both calls are recorded and you get a written summary, so nobody has to take notes. Then we check back in at 30, 60 and 90 days to make sure it stuck.
Switching
Will you move my data for me?
No. We don't move your data on your behalf — we're straight about that, because promising it and then handing you a spreadsheet would be worse. What we do is make the move simple and sit with you while you do it.
What you get instead
- Step-by-step switching guides for 16 popular tools
- CSV contact import — your list is in within minutes
- Templates to rebuild pages, funnels and automations
- 24/7 live chat and Zoom help while you do it
After week one
What support do I get once I'm running?
24/7 live chat
Real support any hour, not a ticket queue that answers on Tuesday.
Zoom support
When it's easier to show than to type, hop on a call and share your screen.
Bi-weekly office hours
Live group sessions every other week — bring a question, get it answered.
Courses & training library
Lifetime access to the full course library and training videos for your whole team.
“Jerome at Pinnacle Ai was super helpful, understanding and patient as he led me through the onboarding process and use of this incredible CRM.”
“Pinnacle AI has been so helpful to me. Someone is always available with answering questions. It's definitely a sophisticated platform for the serious business person.”
FAQ
Onboarding questions, answered
You won't be figuring this out alone.
White-glove onboarding on every plan · No contracts · Cancel anytime