Welcome to Union Connect Pro
Let’s Get You Set Up for Success!
You’ve taken the first step toward stronger communication, better organization, and more time back in your day. Now it’s time to activate your new CRM and get it working for your local.
Here’s how we’ll guide you through the setup process:
🔍 Step 1: Pre-Onboarding Survey
Tell us a bit about your local—your structure, current tools, and priorities.
This info helps us configure your CRM to fit your needs from day one.
📞 Step 2: Onboarding Calls
Call 1: Technical Setup
We’ll walk you through the essentials—logging in, syncing member data, setting permissions, and making sure everything is working behind the scenes.
Call 2: Platform Overview & Strategy
This isn’t just a tutorial—it’s a working session.
We’ll show you how to use Union Connect Pro to simplify your day-to-day, improve member engagement, and get real value from the platform.
You’ll walk away with a clear plan for using the tools that matter most to your local.
Let's Get Your CRM Set Up
You’ll be organizing smarter—and leading stronger—in no time.
