Unified Fresh Onboarding Methodology

A fresh approach to implementation, to promote a close partnership between Freshworks and customer teams to ensure a smooth onboarding defined by the customer's needs and objectives.


Direct partnership model

designed to provide a holistic value assurance approach to customer onboarding

Business Process Review

Review of your current Saas model and processes, systems across your business, and your business goals in implementing Freshworks products.

Best Practices Review

Walkthrough of best practices for modules your team will leverage using Freshworks’ products.

Implementation Planning & Guidance

Collaborative configuration sessions to train your system admins and provide them with best practices on processes with the agility your business expects.

Fundamentals Training

The Freshworks team will offer admins training focused on core product functionality.

Optimization & Continuous Improvement 

Conduct a user acceptance test to ensure your requirements are met, and that your current configurations meet all your needs.

Go-Live Support and Stress-free Transition 

Seamless handover to customer success and global support teams to drive adoption and ensure global support.  

Customer onboarding plans


Quickly set up and deploy the solution with guidance from our experts.

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Partner with our team to solve for more complex requirements. 

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Tailored for organizations with advanced consultation and configuration needs. 

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Some of our happy onboarded customers around the world

Freshworks Engagement Model

The Freshworks Engagement Model is a holistic value assurance approach to implementation and optimization of Freshworks’ solutions, it is designed to ensure effective collaboration between stakeholders, improve delivery velocity, and better alignment of teams’ capabilities to project requirements.