Prepare your team.

Maximize your software.  

Equip your staff and leaders with the knowledge and tools they need to excel in short or long-term missions.  These comprehensive packages provide every element essential for success.  

Why Add On-Boarding?

Our customers say it best:

“It saved us a TON of time.”
ServiceReef staff do the heavy lifting—just send us your application, forms, or tasks and we’ll get them in the system for you.

“We were up and running within days.”
We’ll help you launch in as little as 7–10 days—well before your deadlines.

“We were set up for success from the beginning.”
We don’t just set up your account—we test, refine, and guide you toward more efficient practices.

“It’s aligned with our goals.”
We configure everything to fit your mission, vision, and workflow—so you can move forward with confidence.

Our goal? Double your impact in two years—without adding staff. Let us help you make that possible.

Account Setup + Opportunity Deep Dive

Perfect for organizations wanting to hit the ground running.
Includes 2–3 sessions (90-minute initial + 60-minute follow-up) covering:

• Opportunity setup from start to finish

• Form, task, and budget creation

• Review of communications, permissions, and integrations

• Hands-on beta test with team feedback

• Best practice coaching throughout

What Your Team Will Gain

• Opportunity Management Expertise: Learn how to set up, configure, and launch mission trips or events using ServiceReef’s powerful Opportunity module.
• Hands-On System Build: Collaborate with ServiceReef staff to build your first real Opportunity—complete with forms, tasks, budgets, and communication settings.
• Confidence in Launch: Test everything with your team before going live, ensuring it’s working exactly as intended.
• Integration Readiness: Review available integrations to align the platform with your giving or church management systems.

Why This Matters

Strong foundations lead to long-term success. When your opportunities are set up well from the beginning, your team spends less time troubleshooting and more time mobilizing. This onboarding gives you the knowledge, structure, and tools to launch your trips or events with clarity and confidence.

Start strong—let us help you build a mission-ready system from day one.

Full Onboarding + Pipeline & Track Configuration

Our most comprehensive setup experience. Ideal for organizations serious about long-term engagement and sustainable mobilization strategies. Includes 5–6 sessions covering:

Opportunity Management

• Complete setup and testing of applications, forms, tasks, and budgets

• Page-by-page walkthroughs

• Communications, permission settings, and team beta testing

Pipelines & Tracks

• Strategic planning for your engagement lifecycle

• Build interest forms, tracks, pipelines, and stages

• Coach roles, position budgets, and process mapping

• Test and refine your workflow with expert guidance

Streamline Your Processes with Automation 

What Your Team Will Gain

• Pipeline & Track Training: A comprehensive understanding of pipeline and track features and functionality.
• Process Automation Skills: Learn how to translate your organization’s workflows into the system for ongoing automation.
• Ready-to-Use Automation: Walk away with a fully functioning pipeline (up to 3 stages/tracks) that can be implemented immediately.

Why This Matters

Efficient processes are critical for mission success. By automating workflows, your organization can save time, reduce errors, and ensure consistency across programs. This training delivers the tools and knowledge your team needs to create sustainable, repeatable success.

Transform your workflows—start building automated solutions configured to your process today!

Virtual Training & Strategy Sessions

Need some time just to pick our brains, strategize on new programs, or have a deep-dive into any specific topics?  We would love to come alongside you and share our expertise from helping hundreds of organizations across the past decade.  

Reach out and let us know what would be helpful to you!