✅ TAP Onboarding Checklist
Use this checklist to track your progress as you set up your TAP account and prepare to launch your Feed. Times are approximate, and some steps are optional.
🔧 Setup
| Action |
Completed? |
| Kick-off Call (1h) with your Client Success Manager (CSM). If you’ve signed up for Active Management, your Delivery Manager will also join. |
☐ |
| Customise your Feed and settings (30m) |
☐ |
| Ask your IT team to embed the Feed and pop cards on your website (15–30m) |
☐ |
| IT team creates a new page on your CMS and embeds the Feed + pop cards (30–60m) |
☐ |
These steps will be explained during the Kick-off Call and in your Implementation Plan.
🧑🤝🧑 Ambassadors
| Action |
Completed? |
| Recruit at least 3 ambassadors |
☐ |
| Train ambassadors on their role, expectations and brand guidelines |
☐ |
| (Optional) Live Ambassador Training Session (1h) - delivered by TAP |
☐ |
| Invite ambassadors to the platform and approve their profiles (15m) |
☐ |
🚀 Going Live
| Action |
Completed? |
| Admin Training Session (1h) |
☐ |
| (If working with a Delivery Manager) Agree on ways of working |
☐ |
| (Suggested) Spend 1–2h planning promotional campaigns for your Feed |
☐ |
