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
Step 2: Kickoff Onboarding
Step 3: Set Up Your Platform
Step 4: Train Admins & Prepare for Launch
Help your Admins become Localist pros.
Ready, set, it’s almost time for launch!
Step 5: Rollout to Your Community
Get the word out and grow your community.
Consider and adjust the platform as needs change.