Our Sales and Client Onboarding Process

Getting Started

We get to know YOUR business.

When it comes to sales and client onboarding, every company is unique. You have different portfolios, different strategies and different resources. With so many variations, we feel it’s important to understand your individual business so that we can set you up with the best possible solution(s).

Whether you’re an enterprise company looking to reduce excess data or a mid-size collection agency that wants to implement a skip tracing waterfall for the first time… we have a product that’s right for you!

Testing, Strategy & Analysis

We're here to make it easier on YOU!

After getting to know your business, our Analytics team will work with your team to design a test. We will suggest which data sources to use, discuss how the data will be measured and share skip tracing best practices. Then, after the test is completed, we’ll follow up with an in-depth analysis of your results and recommendations for the future.


A quick and PAINLESS process.

We designed our products to be easy-to-use. You can get started using LocateSmarter in a matter of days. All you have to do is:

1. Register online
2. Sign a couple agreements

Our Operations team is available to make the transition as smooth as possible. We will guide you through software integration, file mapping, skip trace automation and more.

Ongoing Client Support

We're here to help ANYTIME.

At LocateSmarter, it’s not just about the initial sale. We provide ongoing support and communication to ensure you are getting the most out of your LocateSmarter investment. Your Account Manager will keep you up-to-date on our new product releases, assist with waterfall set-up, billing questions and more.

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