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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, start by reviewing our Scopes of Service and follow the prompts provided.

Kickoff Steps

Scopes of Service

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 Resources

Setup Playbook

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

Most Valuable Practices

Become a calendar expert and keep up with the events marketing industry.

Bookmarks

Real world examples and inspiration featuring Localist customers.

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