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Customer Onboarding Guide

Welcome to Localist! This guide will serve as your one stop shop for your Localist Onboarding. To get the ball rolling, complete steps 1 & 2 by following the prompts provided before scheduling your Platform Tour.

Step 1: Get Set for Success

Review Our Services

What to expect from the Localist Team.

Appoint a Platform Lead

Assemble your team and review your goals.

Step 2: Kickoff Onboarding

Define Your Game Plan

Set your priorities and project expectations.

Schedule a Platform Tour

High level call to review features & next steps.

Step 3: Set Up Your Platform

Track Setup Progress

Take stock of what you’ve completed.

Join the Community

Connect & swap tips with other Localist Admins.

Step 4: Train Admins & Prepare for Launch

Train Administrators

Help your Admins become Localist pros.

Prepare for Launch

Ready, set, it’s almost time for launch!

Step 5: Rollout to Your Community

Promote Your Platform

Get the word out and grow your community.

Gather Community Feedback

Consider and adjust the platform as needs change.

Success Resources

The Library

Monthly listicles to step up your calendar game.

Customer Bookmarks

Get inspired by platforms in the wild.

Suggestion Box

Share feedback & ideas directly with our Product Team.