Essential Support

Become a QuotaPath expert with 3 group onboarding trainings and ongoing monthly office hours led by our Customer Experience team.

Following each session, our team will follow up with guides and recordings to deepen your understanding and confidence.

Essential Onboarding

Every Essential admin goes through a 3-part onboarding training co-hort.

Kickoff & Intro

Reserve Spot

An overview of the implementation process
Review Support resources
Set clear expectations for the rollout
Introduce the platform and a hands-on demonstration of building a basic comp plan in QuotaPath.
Address your initial questions

Building Plans & Data Validation

Reserve Spot

Build out more advanced plans
Map comp plans to your CRM (Salesforce or HubSpot)
Troubleshooting techniques
Validate data accuracy, ensuring correct deal import and calculations

Launching to Your Team

Reserve Spot

Admin Training: General management of workspace
Payout Process: Approvals, Scheduling Payouts, Exporting commission deliverable)
Launch to teams (Resources and Best Practices)

Office Hours

We also offer monthly offers to address lingering questions or freshen up your skills.

Office Hours

Reserve Spot

Use this time to:

Address questions live with the QuotaPath Customer Experience team
Catch up on the newest features and workflows
Update your plans and workspaces with guidance
Check on payout workflows to ensure accuracy

Come Prepared to Your Onboarding Session

Ready to jump in before onboarding?

Head to your Onboard.io page (check your inbox for an email from invites@onboard.io) to review the initial steps and what’s next. Plus, access helpful content to move you forward in setting up your QuotaPath Workspace.

You can also get ahead in your Workspace today by creating your first compensation plan and validating your deal data. To help, watch these videos: