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Integrating a new system can feel daunting, but we're committed to making the process seamless and efficient. This document outlines the key steps in onboarding with our platforms, focusing on technical integrations and the necessary administrative tasks. We'll guide you through each phase, from initial expectations and dedicated support to the final go-live, ensuring a smooth and successful partnership. Let's break down the journey into two primary areas: the technical integration process and the parallel application completion.

Onboarding expectations

We will assist you at every step as you start the integration process. Together, we'll work on the following items:

During the Scoping phase, Reach will guide you through the integration, starting with the Tech Kick-Off Call. During the Tech Kick-Off Call, you will:
- Meet with a dedicated account manager, sales engineer, and sales developer. Reach will set up a recurring meeting and invite you to the Reach Slack channel.
- Determine the scope, phases, and timeline for the integration.
During the Integration phase:
- You will provide a Reach Integration accreditation document that outlines the technical milestones to complete before going live.
- You and the Reach team will review the accreditation document to ensure everything is ready to go live.
- You complete the Reach Application here.
During the Go-Live phase:
- Reach will receive the production credentials.
- You will complete and sign the contract.
- You and Reach will meet to set up bank remittance details, run a test deposit, and perform the first live transaction.
- Go live!
During the Client Success phase, Reach will set up 30-, 60-, and 90-day consultation meetings to ensure the best results.