Onboarding
Onboarding is fully managed by our team. Once you give us the green light, we take care of everything from project planning and data cleaning through to training, go-live, and post-launch support.
Our goal is to deliver not just an excellent solution, but an excellent onboarding experience and ongoing support to match.
How Onboarding Works
Once you give us the green light, onboarding is typically completed within 30 days. Below is a high-level view of the process, from project kick-off to go-live and beyond.
Project Kick-off Session
Week 1
We meet to map out the rollout, timing, responsibilities, and key milestones.
Project Review Session
Week 2
We review the setup together and make a plan for future job creation.
Job Creation Session
Week 3
If jobs are being created by spreadsheet import, we will meet to review the spreadsheet.
Team Training Session
Week 4
We train your team to use Link confidently in their day-to-day work.
Go-Live
From today your team will be looking in Link to view their workflow
Adoption Session
Week 5
This Q&A session gives your team a chance to ask questions after they’ve started using Link.
Project Outline
Onboarding is designed to get your firm set up in Link through a clear, structured process from kick-off to team training.
The process includes five 1-hour meetings, plus 2–4 hours of between-session action items for your project champion.
In total, your project champion should allow for an 6–8 hour commitment across the onboarding process. Your team’s commitment is simple: one 1-hour training session before go-live.
Below is a detailed breakdown of the process.
Project Kick-off Session
Session 1
Meeting 1 Agenda (1 Hour)
- Review your team targets
- Review current job templates
- Review current jobs creation and invoicing process
- Review non-scheduleable tasks
- Tidy up completed jobs
- Setup custom task states
Project Review Session
Session 2
Meeting 2 Agenda (1 Hour)
- Review team data
- Review teams in workflow
- Review allocate work
- Review new job templates (if required)
- Discuss proposed invoicing process
- Discuss jobs that may need updates
- Plan creation of future jobs
Job Creation Session
Session 3
Meeting 3 Agenda (1 Hour)
- Review job import spreadsheet
Team Training Session
Session 4
Meeting 4 Agenda (1 Hour)
- Everyone’s training
- Manager’s training
- Administrators training
Go Live
From today your team will be looking in Link to view their workflow. Work will be allocated to them and they can complete their timesheets from Link.
Adoption Session
Session 5
Meeting 5 Agenda (1 Hour)
- Open Q&A
- How to use views
- How to use the export queue
Team Training Agenda
Team training is split by role, so everyone learns what they need without sitting through what they don’t. The session covers core workflow first, followed by manager and administrator training.
Everyone
Agenda (30 minutes)
- Purpose of Link
- Where to find training and support
- Team
- Capacity
- Individual workflow
- Custom task states
- Timesheets (3 Methods)
- Red dots in timesheets
- Work chat
- Completion of tasks
- Capacity responsibilities
Managers
Agenda (20 minutes)
- Running workflow meetings
- Estimated times on tasks
- Allocating work
- One thing not to do in XPM - explicit job staff allocation
Administrators
Agenda (10 minutes)
- Settings
- Non-schedulable tasks
- New Team Members
- Permissions
- Custom Task States
- Sync with XPM
- Export Queue
Onboarding Fee
This one-time fee covers the work required to set up your firm, support your project champion, and train your team to prepare them for a smooth go-live.
1 - 10 Team Members
One time onboarding fee
11+ Team Members
One time onboarding fee
World-class Onboarding
"Our onboarding experience was very smooth. The Link team were knowledgeable, responsive, and made the process really easy.
They made sure we were comfortable and knew what we were doing before going live with the platform."
Why Choose Link?
Most workflow apps fall short of giving firms what they need to improve performance. Work is split across different boards, capacity is handled separately, and reporting often changes depending on where you look. The result is fragmented visibility, weak prioritisation, and decisions being made without the structure or accuracy firms actually need.
Link is a workflow app built differently. Your entire year of work sits in a single, searchable view, with drag-and-drop prioritisation and structured allocations that capture who is doing the work, when it is due, and how long it should take. That means workflow is not just organised. It is connected to the inputs that drive capacity, performance, and reporting.
Because Link is built on live capacity and a fully reconciled WIP equation, every layer of insight holds together across client, job, team, and period views. You are not just managing workflow more cleanly. You are building a workflow system with the structure, visibility, and accuracy to make better decisions every day.
Customer Stories
Maria Livingstone, DirectorFinspective“Link gives us confidence that we have visibility over how work is progressing across the team, which means we can respond early if priorities need to shift or additional support is required.”
Simon Ward, DirectorHW One“We had no reliable way to know how much work we actually had on, what reasonable turnaround times looked like, or where we sat relative to our true capacity ceiling.”
Brendan Podevin, DirectorWiZDOM Accounting“With Link, reporting became automated, systemised, and easy. Schedulable WIP reporting and improved visibility across the business allowed the team to make faster, better informed decisions.”
Andrew Lyddiard, Senior Accountant“It's much easier to see where we are up to as a business, where individual jobs are at and also where the individuals are up to — performance is at our fingertips.”