Onboarding

Our team will be your guide in ensuring you are setup for success with the GrowthZone AMS on-boarding success plan.

Success!LaunchLaunchPlanningAssistedOnboardingSetup andData ImportDiscovery

1. Outlining the Process and Expectations

  • Goals review
  • Review the team members who will be involved and their roles
  • Complete the Kickoff Workbook and provide to GrowthZone

2. Setup and Data Import

  • Provide you with access to a trial database so you can review your data
  • Start attending top needs training webinars
  • Provide us your basic data import file; GrowthZone completion of data import
  • Basic setup completed by onboarding project manager
  • Website design planning – confirm and review theme, provide us with your logo, discuss desired colors, provide us with your social media account information, discuss the DNS information that will be needed for your domain

 

3. Assisted Onboarding

  • Participate in available training courses to gain familiarity and comfort with basic navigation and functions
  • Once we have completed the basic setup of your software, we will work together with you to assist you in starting to use the software for your daily operations

4. Launch Planning

  • Develop a member communication plan (we will provide you a checklist of ideas for great ways to communicate with members about your great new web site and The Hub/Member Center)
  • Work with us to build your first member communication in the software
  • A key step in onboarding will be the review and completion of a Readiness Checklist to ensure you are poised for success

5. QA, Integration & Launch

  • We will QA your final web site
  • Completion of software integration and review and approval of integration
  • Launch!

6. Ongoing Support & Training

Schedule Demo