Onboarding

Getting started with Lifecycle

Lifecycle is designed to be straightforward to learn. We set up your account, help with any data you choose to move and stay available when questions come up.

Talk through your setup See how it works

WELCOME TOLifecycle Setup supported

01Welcome details

Account and next steps

02Your support line

Private Slack or email

03Onboarding calls

Based on your plan

WHAT TO EXPECT

Start with what your team needs.

If you choose data migration, send us what you already have. We handle it in 2 to 7 days, depending on complexity. We also send your account details and next steps so the team can get started while the data moves.

2-7 daysOptional data migration, depending on complexity

Within hoursPrivate Slack channel and a direct line to your account manager

Your planSets response times for Slack and email support

ONBOARDING

Welcome email

Once payment is confirmed, we send your welcome email, account details and the next steps for your team.

FROM LIFECYCLEWelcome to Lifecycle

Your account is ready. Here is what happens next.

Payment confirmedAccount details and next steps

ONBOARDING

Your support line

We invite you to a private Lifecycle Slack channel, or support you by email if that suits your team better. The Slack invite usually arrives within hours and gives you a direct line to your account manager.

PRIVATE SUPPORTLifecycle onboarding

ACTIVE

Your account managerA dedicated account manager is there when your team needs a hand.

ONBOARDING

Onboarding kickoff call

We book the calls included in your onboarding plan. The first call covers your account, your goals and what the team needs to start. The number of calls depends on your plan and needs.

INITIAL ONBOARDING CALLStart with your team's priorities60 MIN

AccountWalk through the setup

GoalsAgree what to tackle first

Team needsPlan training around your workflow

ONBOARDING

First-week wins

The first week focuses on getting your first tech packs live and helping the team work from the same place. Support stays available when questions come up.

FIRST-WEEK GOALGetting useful work live

TECH PACKSFirst styles live

TEAMWorking in sync

ONBOARDING AT A GLANCE

A simple start, shaped around your team.

Lifecycle is designed to be straightforward to learn, without the heavy setup common to legacy PLM systems. Calls and training focus on what your team needs first. A dedicated account manager is available through Slack and email, with response times based on the support included in your plan.

FAST SETUP

Live, hands-on training

Plans start with two included one-hour live sessions. More can be added where your team needs them or when they are part of your plan.

SMOOTH MIGRATION

Keep the data you have

Migration is optional. We can move existing product data in 2 to 7 days, depending on complexity.

Read about Data Migration

ONGOING SUPPORT

Help when you need it

Your account manager is available through Slack or email, depending on how your team prefers to work.

EXAMPLE PLAN

How the first four weeks can look

Timing, sessions and support depend on your plan, your team and whether migration is included.

Week	Focus	Support
Week 1	Data collection for migration	Only if you choose migration
Week 2	Account details shared	One-hour live training
Week 3	One-hour live training	Email support
Week 4	Check-ins	Email support

SIMPLE TO START

Talk to us about a plan that fits your team.

We take you through account setup, training and the first week. If you want to move existing product data, we can plan that alongside onboarding.

Book a demo Read about Data Migration