1. What Should I Expect During Onboarding?

Overview

Whether you're a new Threekit customer or thinking about partnering with us, let's review what you can expect during your onboarding and setup process.

New customers are automatically enrolled in our Success Onboarding email cadence, which will introduce you to pre-project planning plus support and training resources.

 

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Getting Ready for Your Threekit Project

Before you do anything else, we encourage you to review our "Getting Ready Guide". This guide has sections covering everything from prepping your data, to ensuring your materials and models are prepped for your project, and identifying your project team.

Org Provisioning & Adding Users

Your org will be automatically provisioned on the start date of your contract, and an invite will be sent to your designated admin. For security reasons, we ask that your admin add any additional users to your organization. Instructions on how to do so can be found here.

Support

Your admin will be sent an invite to our Support community around the time your project kicks off. Make sure to register for the Support portal ASAP, as the link does expire!

Self-Led Training

Prior to signing up for our virtual trainer-led sessions, your admin, 3D artists, and developers should complete our self-led training cadence. This will ensure they get the maximum benefit out of our follow-up Q&A sessions.

Trainer-Led Training

Once you've completed the self-led training, you can sign up for our Q&A sessions. These are led by Threekit Subject Matter Experts (SMEs), who will review our platform with an eye towards your intended project areas (General, 3D, or Developer).

Requirements Checklist

During your onboarding call, we will review your SOW and the dates associated with each one of your deliverables. Please review your SOW and come prepared to discuss your ability to deliver the requirements on the timeline outlined.

Configuration

If configuration rules are a part of your project, you can review our Configuration Workbook here. We will answer any of your questions during your onboarding call.

Next Steps

Learn more about Getting Ready for Your Project.

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