Implementation Map: Enterprise

Team Players

Customer Success Manager: Contract, billing & additional services

  • Your CSM will be your first point of contact at Localist and will remain with your lifetime with Localist and will proactively check-in throughout the year.

Implementation Specialist: Product Orientation 

  • During your first 60 days with Localist (starting from your contract date), you will have a dedicated Implementation Specialist to provide solutions and strategies that align with your goals. To contact your IS, please email support@localist.com.

Customer Support: Product strategy & solutions

  • After your first 60 days, a member of our Customer Support Team will assist with all inquiries throughout the lifetime of your license. To contact the Support Team, please email support@localist.com.


Your journey with Localist begins with a Welcome Call hosted by your CSM, and a Platform Tour hosted by your IS. These initial meetings will ensure you and your team have the goals and understanding you need to kickoff your Localist implementation. 


The following are recommended timelines for implementation. While the exact time dedicated to each task may vary, the order in which you implement the platform must follow the “Order of Events” as outlined below.

30 days
60 days
90 days
120 days
Week 1 Welcome Call + Kickoff Call Welcome Call Welcome Call Welcome Call
Week 2

1. Classification > Events

2. Technical Setup

Platform Tour Platform Tour Platform Tour
Week 3 Final Touches Classification & Start Technical Setup Classification & Start Technical Setup  Classification & Start Technical Setup
Week 4 Launch Complete Classification + Start Adding Events  …  …
Week 5 Complete Event Transition + Technical Setup  Start Adding Events  …
Week 6 Platform Review Call  …  …
Week 7 Final Touches  Complete Technical Setup  Start Adding Events
Week 8 Launch  …
Week 9  …
Week 10  Final Touches  …
Week 11  …  Complete Technical Setup
Week 12  Launch  …
Week 13  …
Week 14  Final Touches
Week 15
Week 16  Launch

Fast Track

The following is an all inclusive list of features, so depending on your orgs needs and goals, you may or may not use certain features. Consult with your implementation specialist to evaluate how certain features may more directly impact your timeline.

Order of Events