Implementation Map: Enterprise
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 email@example.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 firstname.lastname@example.org.
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.
|Week 1||Welcome Call + Kickoff Call||Welcome Call||Welcome Call||Welcome Call|
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 10||Final Touches||…|
|Week 11||…||Complete Technical Setup|
|Week 14||Final Touches|
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