Expert assistance to unlock the full potential of Katana
How Katana’s onboarding services save you time and money
Technical advice from experts
Get data migration and Katana API consultation, data and workflow coaching, and full assistance with your account configurations.
Save your team hours of work
You can self-onboard with Katana, but having onboarding experts at your side will get things moving faster and more efficiently.
Bespoke product training
Get personalized training on the Katana workflows and features that would benefit your business most — and how to set them up for your business.
Get all the attention you need
Along with an Onboarding Manager guiding you through onboarding, a dedicated Customer Success Manager will also be there afterward to help you in the long run.
Onboarding plans designed for your specific business needs
Guided Onboarding
For businesses looking for guidance on setting up their account and establishing key steps for implementation.
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Live online video sessions with a dedicated Onboarding Manager (remote setting)
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Up to 10 hours of consultation calls
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Account setup and data migration guidance
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Access to a dedicated Customer Success Manager after onboarding
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A $600 one-time fee when subscribing to Katana’s Advanced or Professional plan
Premium Onboarding
For businesses needing hands-on data migration, integration setup, and training for their team.
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All Guided Onboarding services
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Up to 30 hours of services included
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Data migration by Katana’s team
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Joint integration setup and configuration during a live call
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API consultation for further automation
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Training session for your team
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Onboarding Manager available for 30 days after implementation
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One-time fee of $3000
Premium Onboarding services are exclusively accessible within North American time zones.
Unlock the full potential of Katana with expert assistance