Private beta · Guided setup

Your first workflow. Set up together.

Tell us about your agency and one task you want to improve. We’ll agree how to get your team started, from the first conversation to the first real task.

No completed brief, prepared database or document upload needed to request a demo.

From first conversation to first use.

Access is arranged through a guided rollout. Here’s your part, what we agree together and the result of each stage.

  1. Request a demo

    Your part
    Share your name, agency and contact details. Add a question if you have one.
    Together
    Arrange a walkthrough around the work you want to improve.
    Result
    A conversation with the Entekka team
  2. Agree your starting point

    Your part
    Choose one task to improve and name a main contact for setup.
    Together
    Confirm the first workflow, participating colleagues and parts of Entekka to use.
    Result
    One main contact and a clear starting plan
  3. Prepare the workspace together

    Your part
    Identify the relevant records, where they live and anything that is missing.
    Together
    Agree who prepares the records, sets up stages and team access, and leads the first walkthrough.
    Result
    Agreed access and a small starting set of records
  4. Start using it and review

    Your part
    Work through one real request, renewal, transfer or contract task.
    Together
    Review the owner and next action. Raise questions and agree adjustments before expanding.
    Result
    A reviewed first task with an owner and next action

We agree setup responsibilities and timing with your agency. Any record preparation or required connections are confirmed before you rely on them.

Optional preparation brief

Entekka · Getting started

Optional preparation brief.

You can work through these five questions with us. Bring what you already know; we’ll discuss anything that is missing.

Use your browser’s Print command to print this brief.

Optional to print, with space for notes. These are things to discuss, not files to send now.

  1. What work would you like to organize better?

    For example, following up on a club request or an upcoming renewal.

  2. Who will coordinate setup and use the workspace?

    Name a main contact and the colleagues involved in this work.

  3. Where do you keep the relevant records today?

    Think of player details, agreements, dates and notes. Tell us what is missing, too.

  4. Who needs access, and what needs extra care?

    Identify the people involved and any confidential information to discuss first.

  5. What would a useful first result look like?

    For example, knowing who owns a renewal and when to follow up next.

https://entekka.ai/onboarding

Discuss your workflow: alex@entekka.ai

A few questions before you start.

Do we need to prepare anything before the demo?

Just your name, agency and contact details. A question or task you want to improve is useful if you have one. We can work through the optional preparation brief together later.

Who should join the setup conversation?

Start with the person coordinating setup and the colleagues who will use the first workflow. Bring in leadership for decisions that need their approval, and legal or finance colleagues when their work or access is involved.

What if our records are incomplete?

Start with what you use today. Show where the most reliable records live and point out any gaps. You don’t need to clean the whole archive before making contact; we agree what needs attention for the first workflow.

How do we prepare our existing records?

We review representative examples and agree who prepares them. What can be brought into the workspace depends on the format, quality and sensitivity of your records and the first workflow. Discuss how to share sensitive material with us before sending it.

When do we review access, security and integrations?

Before the first use that depends on them. We discuss who needs access, confidential documents, authentication and any required connections, then agree the available setup and any manual preparation. Timing and integration availability are confirmed for your agency.

Read about security and data

Questions about access, pricing or support? Browse all FAQs.

Let’s talk about your first workflow.

A starting point is enough. Bring your questions, or write directly to alex@entekka.ai.