Getting Started Guide
Welcome & Overview
Welcome to Golden Ratio Consulting! We're excited to partner with you. This interactive guide will help you select the services you need and complete your onboarding.
Use the interactive tools below to select your services, choose your SLA tier, and track your onboarding progress.
Select Your Services
Click on any service below to add it to your onboarding request. You can select multiple services.
Choose Your Service Level
Select the support level that best fits your business needs.
Onboarding Checklist
Click on each item to mark it as complete as you progress through onboarding.
- Create client portal account
- Enable Two-Factor Authentication (2FA)
- Complete company profile
- Set up billing information
- Review and sign service agreement
- Schedule initial discovery call
- Grant system access for integration
- Complete team training session
Review & Submit
Review your selections and submit your onboarding request.
📋 Your Selections
Our onboarding specialists are available to assist you. Call (617) 555-0123 or email [email protected]
Client Handbook
Complete reference guide covering policies, procedures, and best practices.
Video Tutorials
Step-by-step video guides for using the client portal and common tasks.
API Documentation
Technical documentation for developers integrating with GRC APIs.
FAQs
Answers to frequently asked questions about billing and services.