In the process of integrating a new tool into your business, it’s common to experience a mix of anticipation and hesitation.
Just like a cautious cat desiring fish but fearing wet its paws, you may find yourself longing for the benefits while being uncertain about taking the plunge.
So, if you have concerns about transitioning from another system to UCLIQ or just adopting some of its tools without the full migration, this guide is designed to help you understand the crucial aspects to be mindful of, the potential challenges you might face, and how to align your expectations accordingly.
What are the initial steps?
The following are the key milestones in your customer journey:
Step 1: Free consultation
Engaging in consultation with the platform’s experts offers a valuable opportunity to discuss your specific business requirements and objectives.
Through the talk, you can better understand how UCLIQ will address your unique challenges and enhance your operations.
If you have any questions, this step is the right time to ask them — our experts will guide you through all the pitfalls, analyzing your requirements and providing personalized recommendations and solutions.
Please note that this step doesn’t obligate you to anything. Please take your time to digest the information and make a decision tailored to your business needs.
Step 2: Trial period
A trial period allows you to explore and test the features and functionalities of the software firsthand, giving you a practical understanding of its suitability for your business needs.
During this step, take the opportunity to assess UCLIQ’s user interface, performance, ease of use, and compatibility with your existing systems. Also, try to set our Smartlinks, test Click Anti-Fraud, or make use of Brokerage Tools.
This hands-on experience will provide valuable insights to make an informed decision regarding the adoption of UCLIQ.
Note: The best thing about UCLIQ is that you don’t need to transfer publishers to the platform. You can fully migrate to UCLIQ when you’re comfortable and make full use of all the features and seamless conversions.
You may activate your trial period here.
Step 3: Selection and acceptance of the pricing plan
This phase can be a daunting task since it requires carefully evaluating and choosing a pricing plan that aligns with your business goals and budget.
Take the time to review the different pricing tiers and thoroughly assess the features and limitations of each plan. Don’t hesitate to discuss plans if you feel like that’s not exactly what you need. We’re always open to negotiations.
Finally, consider your business’s scale, expected growth, and anticipated usage to determine the most suitable pricing option.
By conducting a comprehensive analysis of the pricing plans, you can ensure that you select an option that not only meets your needs but also provides the best value for your investment.
You can check all pricing plans here.
Step 4: Completion of onboarding documents
Once you have decided on the appropriate pricing plan and made your selection, the next crucial step is completing the onboarding documents.
This step involves providing the necessary information and details to initiate the setup process smoothly.
The onboarding documents typically include essential elements such as company information, user accounts, integration requirements, and any specific configurations or customizations needed for your UCLIQ experience.
By diligently completing the onboarding documents, you set the stage for successful implementation and a productive journey with the platform.
Step 5: Collaboration with the manager
During your journey with UCLIQ, collaboration with the assigned manager plays a pivotal role in ensuring a seamless and optimized experience. The manager will work closely with you to configure the platform according to your needs.
This includes setting access permissions, configuring CRM and email options, defining supported currencies, determining payout methods, and more.
The manager serves as your primary point of contact for any questions, concerns, or technical assistance you may require. Feel free to leverage their expertise and seek guidance whenever you encounter challenges or need clarification.
The collaborative relationship with the manager fosters effective communication, allowing you to fine-tune UCLIQ to best align with your business objectives.
By actively engaging with the manager, you can maximize the benefits of UCLIQ and streamline your operations for optimal performance.
A few words in conclusion
Honestly, this journey may also include some additional stops depending on your objectives and circumstances.
Besides, if you feel like you need more time or information to make a decision at some stage, don’t hesitate to ask for it.
Remember, you may always work out an individual plan and work at a pace you feel comfortable with. Ultimately, it’s better safe than sorry.
So, it’s almost over now. We wish you safe travels and fearlessness in decision-making. Good luck!
