

Customer Onboarding Guide
Welcome to Localist! This guide will serve as your one stop shop for your Localist Onboarding. To get the ball rolling, start by reviewing our Support Levels and follow the prompts provided.
Onboarding Steps

Support Levels
What to expect from the Localist Team.

Team Prep
Assemble your dream team and review your goals.

Platform Tour
High level conference call to review features and best practices.

Onboarding Prep
How to get the ball rolling before your official Localist kickoff.
Setup Resources

Setup Playbook
Take stock of how your needs and timeline can work together.

The Library
Monthly publications to help you stay on top of your calendar game

Bookmarks
Real world examples and inspiration featuring Localist customers.

Suggestion Box
Have an idea that would improve Localist? Share it with our product team.