Implementation Map: Premium


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.

30 days
60 days
90 days
120 days
Week 1 Welcome Call + Kickoff Call Welcome Call Welcome Call Welcome Call
Week 2

1. Classification > Events

2. Technical Setup

Kickoff Call  Kickoff Call  Kickoff Call
Week 3 Platform Review Call + 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 8 Launch  …  …
Week 9  Platform Review Call  …
Week 10  Final Touches  …
Week 11  …  Complete Technical Setup
Week 12  Launch  …
Week 13  …
Week 14  Platform Review Call
Week 15  Final Touches
Week 16  Launch

Order of Events

Implementation steps are split into two categories: Content and Technical. Each section has an order of steps, but the sections as a whole can (and should) be worked on in parallel. Features in red are not available with the Premium Plan.

 1. Classification 1. Brand Template Development
Filters 2. Theme Editor Updates & Additions
Custom Fields 3. CSS Customizations & Clean up
Places + Groups/Departments
Tags & Keywords Custom Domain + SSL
2. Add Events (max = 500/year)  Single-sign On  
Submission Form

Guidelines & User Help

 Feeds  Global Options
 Bulk Add
 3. Promotion

Custom Widget Templates

 Featured & Sponsored

Scheduled Calls

The following calls are staples in the implementation process and are integral to your organization’s success with Localist.

Host Customer Success Manager Implementation Specialist Implementation Specialist
Who should attend? Main point of contact (required) + second in command (optional) Main point of contact (required) + key decision makers (tech/design or lead calendar admins – optional) Main point of contact (required) + only those who also attended the Kickoff Call
What will be covered? Org/dep insight, past event marketing/calendar experience, Localist goals and implementation resources. High-level information about the platform in order for you to devise a game plan for launch. Thorough platform review, suggestions and actionable feedback following best practices, promotion strategies and metrics to track.
What should you prepare? Scope of Services questions & Year #1 goals Browse your new platform & admin dash Send support a list of remaining questions & double check your Implementation Tracker.