Welcome!

Congratulations on your new system — we’re excited to partner with you! This guide will help prepare your team for a successful onboarding experience. Your dedicated Project Manager is here to make sure every part of your implementation goes smoothly, from configuration to go-live and support.

Onboarding is a collaborative process. You bring the knowledge of your users and your organization — we bring the platform, best practices, and a great team behind you.

Use this article to learn what to expect, how to prepare, and how we’ll work together to bring your new phone system online.

What to Expect

• Sales Completion: Your signed quote and scope are finalized.
• Project Manager Assigned: You'll meet your dedicated PM who guides your project to success.
• Install Template Shared: You’ll complete a document to help us configure your system.
• Kickoff Call: We’ll walk through the project plan and answer questions.
• Build & Configure: We begin setting up your users, phones, and numbers.
• Training & Go Live: We make sure your users are confident and ready before your number port date.

Sales Completion

• Once your sale is finalized and the Scope of Work (SOW) is signed, a Project Manager will be assigned to your account.
• Your PM will be your main point of contact throughout onboarding — they coordinate timelines, help guide configuration decisions, and ensure nothing is missed.

Installation Template: Your Setup Blueprint

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The Installation Template helps us gather the right information to configure your system — like your hours, users, extensions, departments, and numbers.

• Open the Instructions tab for definitions on each section.
• Your PM is happy to walk through it with you — don’t hesitate to ask.
• Emergency 911 address details are also included in the template and are required for each site. Learn More

Your Kickoff Call

1. Once you’ve reviewed the template, your Project Manager will schedule a kickoff call.
2. During this call, we’ll review the project plan, confirm your priorities, and answer any early questions.
3. We’ll also cover porting, call flow planning, and user setup strategy.

What We Need From You

• Fill Out the Install Template
  This form gives us the details we need to build your system — like users, call flows, schedules, and site info.
  It’s part of the planning phase. Once it’s complete, we’ll set your go-live date.
  Delays in completing it can delay the entire project.
• Choose a Project Sponsor
  This should be someone in a leadership role who can make decisions and help clear any internal roadblocks.
  They can also be the main contact if they have time to manage daily tasks.
• Assign a Main Contact Person
  This person will work closely with us throughout the project. They’ll:
  • Approve call flows and setup details
  • Confirm user roles and teams
  • Coordinate internal testing and training
  • Respond to questions within 1–2 business days
• Stick to the Project Schedule
  Once planning is done, we’ll agree on a timeline. This helps us keep everything on track.
  If your team isn’t ready or misses key steps, the project and billing may still move forward as scheduled.

Porting Numbers

We’ll coordinate with you to port your current phone numbers to {{HIGHLIGHT: Persona Connect}}. To help us stay on track, please review the following article to get that process started:

Making Porting Simple

FAQs

Need More Help?

Contact support@allegiantnow.com or use our Support Portal.