White Glove Setup Service
Let Us Set Everything Up For You
Special Offer for 'Growth'
New Subscribers
Why do You need Help with the Setup ?…
You just subscribed – great! Before you start, we can fully configure your Talk-to-Tasks
workspace so everything works smoothly from day one.
Instead of spending an hour figuring out Slack, Notion, integrations, Groups, and routing rules,
our team will set it all up for you – the right way -in minutes.
What We’ll Do For You
- Connect Slack and create your Talk Group(s)
- Configure your Project Platform, Notion
- Set up your Projects and routing rules
- Verify permissions and assign user roles
- Test your first Talk to make sure everything works
- Provide quick guidance so you know exactly how to use it
White-Glove Setup
Because your first impression matters.
A clean setup means:
- No errors
- No confusion
- No missing integrations
- No “why isn’t this working?” moments
- No wasted time
How Does It Work?
Step 1: Complete Your White Gloves Order
Once you purchase the White Glove Setup service, your account is instantly upgraded and the setup option is activated. You’ll receive a confirmation email with your next steps, along with a link to book your onboarding session.
Step 2: Schedule Your 45-Minute Setup Session
Right after checkout, you’ll be taken to a booking page where you can choose a time that works for you. This is a live, guided 45-minute session with our team, designed specifically to save you hours of manual configuration.
Step 3, We Set Up Your Tools for You
During the session, you can either invite us as an admin inside Slack and your Project workspace (Notion for now), or share your screen while we walk you through every step. We help you connect your Slack channel, your Notion workspace, your Talks Groups, and your upload workflow.
Whether you’re using Zoom links, Google Drive, or direct uploads. Everything is configured correctly, cleanly, and tailored to your plan.
Step 4: We Show You Exactly How to Start
Before the call ends, we guide you through uploading your first Talk, reviewing and editing tasks, assigning them to projects and people, and using your Talks Group effectively.
We also show you how to invite teammates based on your plan. You leave the session fully set up, fully confident, and ready to process your very first Talk immediately.
Start correctly, start confidently.
White Gloves Services
A correct setup ensures Slack, Talk-to-Tasks, and your project workspace all sync perfectly so tasks always land where they belong.
Your workflow is unique — we configure the integrations so every task goes to the right team, project, and person.
Even a small misconfiguration between Zoom/Drive, Slack, and Notion can break the flow; we set everything up cleanly from the start.
We save you hours by connecting all systems properly and verifying that your first Talk runs smoothly end-to-end.
