Get personalized onboarding plan and guidance

Katana's onboarding services for Standard, Professional and Professional Plus plans help you make the most of Katana as quickly and efficiently as possible. Here's how.
Customers enrolled in our onboarding program get set up 2 to 3 times faster
And are twice as likely to achieve sustained long-term success

How Katana’s onboarding services save you time and money

Receive up to 10 hours of individual guidance on setting up the account, defining the necessary onboarding steps, and setting up the most efficient workflows. Onboarding is required for Standard, Professional, and Professional Plus plan subscribers, with a one-time fee starting from $999, based on the selected plan. See Katana’s pricing >

Dedicated Implementation Manager

Receive up to 10 hours of live guidance from a dedicated Implementation Manager to define your unique onboarding steps and track progress.

Workflow and data structure coaching

Get individualized assistance to seamlessly align Katana’s data and workflow setup with your business goals and operations.

Data migration guidance

Acquire expert guidance for optimizing data migration and establishing the most optimal configuration of your Katana account.

Additional support and resources

Leverage Katana’s support team and partner network, and explore other valuable resources like the video academy and Knowledge Base.

Help with Katana’s native integrations

Get technical advice and guidance on configuring integrations between Katana and your e-commerce and accounting software.

Post-onboarding support

Connect with our support team and enjoy ongoing assistance from your dedicated Customer Success Manager.

A simplified process

Kick-off meeting
Introductory call to map your goals and workflows and develop a tailored onboarding plan.
Milestone-based setup calls
Regular calls to discuss your progress, get further guidance and answer any questions.
Post-onboarding support
Ongoing assistance from dedicated Customer Success Manager after completing the onboarding.
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