Taffy Tree Onboarding

Work with a Taffy Tree agency specialist dedicated to setting up your account.





Fast-track your account setup with custom AI tools for your agency. Includes priority support for the life of your account.
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Your Agency, Our AI Tools

We've made onboarding a no-brainer for agencies ready to take the next step into the world of AI. 

Priority Support (Forever)

Access to a dedicated support channel where you’ll be able to receive priority support directly from our development and software team. This benefit is good for the life of your account.

Custom AI Persona

A custom AI Persona for your account. This persona could be an expert in your services, or used for content generation. Use your persona to create instant marketing documents, proposals, and more!

Introduction Call

Our introductory call will get things moving quickly. You’ll meet your agency specialist, and we’ll take time to learn more about your business, and what makes you unique.

Training Session x3

Three unique, 1 hour training sessions will teach you exactly what you need to know to make the most out of Taffy Tree for your digital agency with plenty of time for Q&A.

Line Items Set Up

Leave the details to us. Send us your pricing, products and services and we’ll set everything up in Taffy Tree so you’ll be up and running in no time. A huge time saver allowing you to start selling faster.

Proposals Setup

A custom proposal template for your agency with detailed training on how to use your new AI toolset to create nearly instant proposals and quotes.

Tagging Setup

Setup of proper tags unique to your agency will assist with rapidly putting together projects, tasks, task groups, and checklists.

Fast Proposal Training

A special course dedicated to show you the ins-and-outs of making rapid proposals. You’ll love making proposals in minutes, and Taffy Tree makes it possible.

Custom Business Theme

Custom letterhead for your business and docs, always on brand.. You can even provide us with your design, and we’ll convert it to the code that makes it function across all of Taffy Tree.

Document Template Setup

Not only will we work with you to create a few custom document templates, but we’ll show you have to make the most of the feature for future reports, client updates, marketing pieces and more.

Automated AI Process

Once we’ve learned how your business works, we’ll assist with training and developing a automated process unique to your business, saving you hours of time.

Frequently Asked Questions

  • How long before the onboarding begins?

    We will reach out within 1-2 business days (or sooner) after your payment is made to schedule your onboarding call and training sessions.

  • Can I pay for onboarding during a trial?

    Yes. It can be helpful for some to fully realize what the platform can do before making a yearly commitment. We recommend trying the starter onboarding if you’re unsure.

  • Can I get a refund for onboarding?

    Unfortunatley there are no refunds with onboarding purchase. Onboarding takes substaintial upfront time and custom creation of many areas to be successful. If you have any concerns about onboarding steps we will work with you to correct them.

  • What is priority support?

    Priority support puts your support requests at the top of list, every-time. This ensures you always have your questions answered timely. We’ll also connect you to a special Slack channel exclusive to those who’ve onboarded.

  • What does document creation include?

    We will create a custom document theme for your business. This is a fully custom theme built for you. You can supply the design of the document and we will work to match it as closely as possible.

  • What is the fast proposal training?

    A special training session that walks you through creating nearly instant proposals. We will work with you and your style of creating projects to train you in Taffy Tree to do it as efficiently and effectively as possible.