Your Pirros onboarding is a 4-week program that takes you from account setup to full team rollout. You'll work with a dedicated Customer Success Manager (CSM) who guides you through each stage.
Tip: Assign one person on your team to lead onboarding. This keeps action items organized and avoids scheduling bottlenecks.
Onboarding Timeline
Weeks 1–2: Launch — Account Setup and Content Upload
Session 1 — Kickoff (required, ~45 min)
Meet your CSM and align on your firm's goals. You'll cover:
Customizing your Pirros settings
Defining permission levels and roles
Uploading your first typical details
Session 2 — Database Review (required, ~45 min)
Organize and customize your detail library. You'll learn how to:
Structure your typical detail library
Optimize your library for how your team searches and works
Weeks 3–4: Adoption — Workflows and Team Rollout
Session 3 — Workflow Development (required, ~45 min)
Build the workflows your team will use day-to-day. You'll cover:
Setting up workflows for each design phase
Configuring stashes, flags, and download analytics for your team's needs
Session 4 — Team Orientation / Go Live (required — invite your full team)
Your team gets a live walkthrough of Pirros. They'll learn how to:
Navigate the platform
Search for and download details
Use the Revit plugin
This session marks the official close of onboarding.
After Onboarding
Once the 4-week program is complete, ongoing support transitions to the Pirros Customer Success team. You can reach support at any time by:
Clicking the purple chat icon in the bottom-right corner of Pirros
Browsing the Help Center for articles and guides
FAQ
Q: How long is the onboarding program?
A: Four weeks on average from the start of your subscription.
Q: How long is each onboarding session?
A: Approximately 45 minutes per session.
Q: How much time should we set aside for action items between sessions?
A: Plan for about 60 minutes per milestone to complete the deliverables before the next session.
Q: What happens after onboarding ends?
A: Support transitions to the Pirros Customer Success team. They are available to answer questions, collect feedback, and coordinate live assistance.
Q: Do all four sessions need to happen in order?
A: Yes. Each session builds on the previous one. Your CSM will not move forward until the prior milestone's deliverables are complete.