Prepare Your Data Sheet
Onboarding is a self-serve offering done at your own pace, but generally speaking you should be able to complete these 4 tasks within 30 days for an optimal experience.
Learn about Pearl & Our Report
Train your Sales Team
Prepare Your Data Sheet (You Are Here)
Utilize our Marketing Essentials
Prepare Your Data Sheet:
Without installation data, we cannot issue Pearl reports to your customers.
Watch our Video: Submitting Data to Pearl
Review the Data Guide for your type of work
Identify the first set of customers you would like to issue Pearl reports to and make any necessary communications with those customers (check out our email campaigns in the next section!)
Submit your first data sheet to Pearl, we need to map your sheet for seamless data transfer going forward