---
title: Onboarding and Installation | Votacall
description: Our VoIP installation & onboarding process is designed to make life as easy as possible for your business. A new VoIP phone system shouldn't be a hassle.
image: https://www.votacall.com/hubfs/VoIP-Onboarding-Social-1.png
---

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# Votacall Customer Onboarding

## ![voip-onboarding](https://www.votacall.com/hs-fs/hubfs/voip-onboarding.png?width=650&name=voip-onboarding.png)

 

## The Customer Experience

## Starts with Awesome

## Customer Onboarding

![growing rings](https://www.votacall.com/hs-fs/hubfs/growing%20rings.png?width=100&name=growing%20rings.png)

## ![onboarding-prep-navy](https://www.votacall.com/hs-fs/hubfs/onboarding-prep-navy.png?width=200&name=onboarding-prep-navy.png)

**Step 1. Preparation**

 

Every Votacall VoIP Customer is assigned a Project Manager to ensure a smooth transition onto the Votacall platform.

The PM starts the project by researching + learning all about your business. 

![growing rings](https://www.votacall.com/hs-fs/hubfs/growing%20rings.png?width=100&name=growing%20rings.png)

 

![onboarding-kickoff](https://www.votacall.com/hs-fs/hubfs/onboarding-kickoff.png?width=200&name=onboarding-kickoff.png)

**Step 2. Kickoff**

 

This is where you get to meet your PM

🎉

The kickoff call is designed to establish timelines, feature needs and - most importantly - a relationship with your PM.

 ![growing rings](https://www.votacall.com/hs-fs/hubfs/growing%20rings.png?width=100&name=growing%20rings.png)

 

![onboarding-Discovery](https://www.votacall.com/hs-fs/hubfs/onboarding-Discovery.png?width=200&name=onboarding-Discovery.png)

**Step 3. Discovery**

 

Your PM compiles all the relevant info to prepare for the solution design phase.

 ![growing rings](https://www.votacall.com/hs-fs/hubfs/growing%20rings.png?width=100&name=growing%20rings.png)

 

![onboarding-design](https://www.votacall.com/hs-fs/hubfs/onboarding-design.png?width=200&name=onboarding-design.png)

**Step 4. Design**

 

Your PM and the Votacall Solutions team designs your VoIP solution, specific to your business.

 

![growing rings](https://www.votacall.com/hs-fs/hubfs/growing%20rings.png?width=100&name=growing%20rings.png)

 

![onboarding-Install](https://www.votacall.com/hs-fs/hubfs/onboarding-Install.png?width=200&name=onboarding-Install.png)

Step 5. Install

 

We don't *"Ship and Pray"*

Installing our stuff shouldn't be on your to do list.

Your PM orders your equipment and schedules a technician for onsite installation. 

 ![growing rings](https://www.votacall.com/hs-fs/hubfs/growing%20rings.png?width=100&name=growing%20rings.png)

 

![Onboarding-Port+GoLive](https://www.votacall.com/hs-fs/hubfs/Onboarding-Port+GoLive.png?width=200&name=Onboarding-Port+GoLive.png)

 

Step 6. GO Live!

 

Your businesses phone numbers have a lot to do with your businesses identity. 

Your PM coordinates and schedules the porting of your phone numbers. Once the numbers port, you're live!

![growing rings](https://www.votacall.com/hs-fs/hubfs/growing%20rings.png?width=100&name=growing%20rings.png)

 

![onboarding-training](https://www.votacall.com/hs-fs/hubfs/onboarding-training.png?width=200&name=onboarding-training.png)

Step 7. Training

 

Your PM will schedule and conduct training sessions specific to your business.

We want Votacall VoIP users empowered by our solution and personalized training is how we get it done.

P.S. At Votacall, training is NOT a one and done thing, it's ongoing.

So, when you need a refresher, we're here to give it to you!

 

![growing rings](https://www.votacall.com/hs-fs/hubfs/growing%20rings.png?width=100&name=growing%20rings.png)

 

![Onboarding-SupportHandoff](https://www.votacall.com/hs-fs/hubfs/Onboarding-SupportHandoff.png?width=200&name=Onboarding-SupportHandoff.png)

Step 8. Support Handoff

 

Our best selling product is our Support! 

Your PM will schedule a handoff call with a Votacall CX liaison who will review the managed service with you.

 

![growing rings](https://www.votacall.com/hs-fs/hubfs/growing%20rings.png?width=100&name=growing%20rings.png)

 

![Onboarding-BillReview](https://www.votacall.com/hs-fs/hubfs/Onboarding-BillReview.png?width=200&name=Onboarding-BillReview.png)

Step 9. Bill Review

 

You should know what you're paying for...

so we schedule a bill review with a billing specialist for all new customers.

 

![growing rings](https://www.votacall.com/hs-fs/hubfs/growing%20rings.png?width=100&name=growing%20rings.png)

 

🏁 Finish Line 🏁

![finish line 3](https://www.votacall.com/hs-fs/hubfs/finish%20line%203.png?width=800&name=finish%20line%203.png)

Next Step... 

We ask you to be part of our Customer Love Showcase!

 

Read some Votacall Customer Love

👇

 

[![Customer Love](https://no-cache.hubspot.com/cta/default/468097/fae98ce3-3539-4db5-8e0c-fcc211e13a83.png)](https://cta-redirect.hubspot.com/cta/redirect/468097/fae98ce3-3539-4db5-8e0c-fcc211e13a83)

 

### Votacall, Inc

##### **HEADQUARTERS**

550 S ANDREWS AVE

SUITE 740

FORT LAUDERDALE, FL 33301

 

##### **SERVICE AND SUPPORT CENTER**

1504 PROVIDENCE HIGHWAY

SUITE 19

NORWOOD, MA 02062

 

Call us: 866-303-8600  
Email: [corporate@votacall.com](mailto:corporate@votacall.com)

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