Introducing Online Onboarding
December 06, 2023 by Service Direct

Introducing Service Direct Online Onboarding

At Service Direct, we take pride in our ability to not only deliver high-quality leads but to empower our clients to maintain control over their marketing efforts by setting their own cost per lead and managing their leads within our platform.

In that spirit, we’ve launched a new Online Onboarding Course. With it, new clients will be able to take control of their onboarding experience with Service Direct, for a faster, more effective process that will set them up for success on our platform. 

What is Onboarding?

Service Direct’s offering is simple: we deliver exclusive local phone leads from new potential customers who are looking for services your business can provide directly to your phone. We want to set up all of our clients for success on our platform. That’s where onboarding comes in.

We understand that the first step to great customer satisfaction is setting expectations. We want to ensure that each business we work with comes in with a clear understanding of what to expect from our service and how to make the most of it. 

That’s why our onboarding process covers many important topics, including:

  • How Service Direct works

  • How much do leads cost and what impacts lead volume

  • The difference between billable and non-billable leads

  • How billing works

  • Navigating the mySD Platform

Before the launch of Online Onboarding, clients had to schedule an onboarding phone call with one of our onboarding specialists. Due to scheduling limitations, this call would sometimes take place several days after the client created their account. Online Onboarding removes that delay and makes it easier and faster for new clients to get critical information about our system, leading to better outcomes when they launch their campaigns. 

Online Onboarding: A Flexible, Streamlined Approach to Onboarding

Online Onboarding speeds up the process by letting you dive in as soon as you sign up. No more scheduling a call only to have to reschedule when a new job comes in at the last minute. No more waiting for an available slot. Simply sign up, watch the brief instructional videos at your own pace, and answer a few questions at the end of each section to ensure you’re ready to make the most of your Service Direct account.

The option to manage your own onboarding process also introduces some much-needed flexibility. We know that many of our clients are always on the go, running from service appointment to service appointment. Online Onboarding gives you the ability to get the job done without having to reschedule a phone call or make time to sit at your computer.

Improved Understanding for Better Results

Service Direct’s Online Onboarding was designed to be more convenient, but the benefits don’t stop there. We believe this new process option will lead to greater comprehension and understanding for our new customers. Research has shown that video content is one of the most effective for educational purposes. Our videos are concise, clear, and engaging – plus you can rewind and rewatch them as many times as you need.

The ability to start at a time that works best for you will also make Online Onboarding more effective. Choose a time when you won’t be distracted and can devote 20 minutes to focus on understanding our platform. There’s no pressure, so go at your own pace and make sure you get what each section is about.


Finally, the Online Onboarding Course includes mini quizzes at the end of each section to ensure you take away the most critical information. There are some concepts and details that can make such a huge difference in your ability to find success with our platform that we wanted to make absolutely sure you can’t miss them.

Plus, you won’t have the pressure or distractions that may come with a live phone call. All you need is your smartphone or laptop and about 20 minutes.

Choose Your Onboarding Style

Our new Online Onboarding experience is designed to enable new customers to handle onboarding tasks on their own, at their own pace, and on their own schedule. The lessons and videos are specifically designed to give you a good idea of how Service Direct’s Marketplace platform works and to help you succeed on the platform.

However, we understand that sometimes, a human touch is still required. That’s why throughout the entire onboarding process, we make it easy for you to reach one of our onboarding specialists. They can help clear up any questions you may have that weren’t answered by the articles or videos.

Get Started

Service Direct has been providing high-quality inbound phone leads to service businesses across the country for over 15 years. Now with Online Onboarding, it's faster and easier than ever to start getting the leads your business needs to thrive. So what are you waiting for? Sign up today!

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