# New Client Onboarding

HTML version: [New Client Onboarding](https://support.gladstonesoftware.cloud/kb/new-client-onboarding)

## Problem
New Gladstone customers need to understand the onboarding process and the steps involved in becoming set up and ready to use Gladstone Software.

## Resolution

1. **Meet the Sales Team**
    - The onboarding journey begins with the Sales team.

2. **Sales to Professional Services**
    - After your purchase order is received, a new project is created and assigned to the Professional Services Team.
    - This team manages data, project management, technical, and training services to support your onboarding process.

3. **Project Management**
    - A Project Manager is assigned as your main point of contact.
    - The Project Manager contacts your key representative and provides a project plan outline.

4. **Project Pre-Requisites**
    - Certain pre-requisites must be reviewed and signed off before technical implementation can begin.

5. **Technical Implementation**
    - A Technical Engineer sets up your cloud platform and installs the Gladstone products you purchased.
    - You receive both a sandbox (test) and live (production) environment.

6. **System Insights & Data Import Specification**
    - A Trainer from the Data & Solutions Team schedules an initial meeting and discusses your Business Overview questionnaire.
    - The Trainer then guides you through a system specification process to decide on your system setup.
    - If migrating from another leisure management system, data preparation responsibilities are discussed and a data import review is conducted.

7. **System Build & Product Training**
    - You choose from three main options for building and training your Gladstone system:
        - Train the trainer system build
        - Gladstone system build
        - ADI Plus product training

8. **Import Pre-Requisites**
    - The Business Intelligence consultant audits a sample data import file from your previous system to identify and flag any data issues before test import.

9. **Test Import**
    - A test import allows you to review imported data in your new system.
    - Results are shared with you for verification.
    - After your sign-off, the process advances to live import.

10. **Live Import**
    - The final import is performed after corrections and checks are completed.
    - Results are sent for your confirmation and sign-off.

11. **Technical Works**
    - Any other technical tasks are carried out at this stage, such as setting up payment systems, peripherals, and access control (if required).

12. **Go Live!**
    - After successful data import and system setup, along with completed staff training, your new Gladstone system goes live.

13. **Insights and Reporting Training**
    - Four weeks after Go Live, training is provided on insights and reporting so you can use your own real data to generate meaningful reports.

## Notes

- Each onboarding step offers additional resources and support. If you need more information about a particular stage, ask your Project Manager or the Professional Services team.
- The process may involve options or decisions specific to your organisation; your Project Manager will guide you through these.