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SharpSpring Onboarding and Integration

NorthIQ specializes in enhanced marketing automation onboarding that gets you set up with a working system from start to finish.

NorthIQ Enhanced System Onboarding

All SharpSpring plans purchased through NorthIQ require onboarding to get started. In our experience the best way to ensure client success is to get their instance set up properly right from the beginning. Use NorthIQ’s thousands of hours experience in implementing marketing automation platforms to get setup right from the start.

We build you an onboarding plan that has milestones, checklists, and essential information about setting up SharpSpring. We’re holding your hand for the first 30 days, answering questions, checking in at regular intervals, and setting you up for success.

Guided Onboarding

We’ll provide you with everything you need to DIY your own professional setup. Along with written guides and tutorials you’ll also receive 30 days email support to help you along the way. It also provides Admin training so you’ll have users capable of managing the system.

Full Onboarding

We will get you completely set up and running in days. Our guided implementation plan will tell you everything we’re doing, every step of the way.

Unlike other companies, we’re actually implementing your solution, not merely telling you what to do. We make sure that your website has the necessary code on it to track your leads, and we build your landing page templates, email templates, and help you figure out things like lead scoring and lead automation.

Guided Onboarding

Enhanced Onboarding


First 30 Day Support


Phone, Email

Onboarding Guide & Checklist

Technical Setup

Tracking Code Installation

Email Domain Whitelisting

Landing Page Domain Setup

Ongoing Training

Marketing User Training

Sales / CRM Training

Admin Training

Marketing Setup

Landing Page Template Setup

Email Template Setup

Landing Page Build

Email Campaign Build

Nurturing Drip Build

Custom Fields Build

Automations Build

Investment CAD



Investment USD



What does onboarding get you?

Onboarding with NorthIQ means that you will have a fully functioning system at the end of your first month.  You’ll know how to use your system, you’ll have templates created for you, and you’ll be able to use your system immediately.

Rather than just turn your system on and walk away, we implement your first campaign, landing page, email template, and tie all of the pieces together.

The best part? We teach you what we are doing, as we are doing it.  You’ll learn the system as we go, because we believe the best magic tricks are the ones you see coming. We won’t hide anything from you, and nothing we do is a “proprietary secret trick”, we’re just applying our knowledge to your system.

Read our posts about SharpSpring

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Why SharpSpring is Perfect for Your Company

Over our careers, Craig and I have been involved in the implementation of many marketing automation tools.  We've been on the ground floor of Marketo, Pardot, Hubspot, and Mailchimp implementations, creating entire marketing automation workflows from scratch.

We've been part of both the technical and creative implementations, as well as creating all of the nurturing paths, workflows, and sales automations that connect with the Customer Relation Management (CRM) systems attached to the marketing automation systems.

Why SharpsSpring is Perfect For Your Company

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