TAP Guided Onboarding Summary

This article outlines the (three!) steps of a typical guided onboarding of TAP, so you can prepare for a successful launch of the platform. 

We have successfully onboarded hundreds of institutions across the globe. While each implementation is different, there are a few steps that are common for all our customers. On average, implementation takes around 4 weeks from the Kick-off Call to actually going live but it has been done within 1 week with some customers who have ambassadors already identified. Following the plan outlined below will ensure you are in a great place to launch The Ambassador Platform (TAP)!

The typical 'TAP Working Group' who should be involved in the onboarding and ongoing management of TAP:


Step 1: Kick-off Call

Once we agree to our exciting new partnership, the first step is to have a 1h Kick-off Call with your Customer Success Manager. This meeting is an opportunity to learn about your strategic priorities and identify how and where the utilisation of TAP will fit in. We'll go through all the key considerations such as what your goals are, who your ambassadors will be, who your target audience is and touch on how we'll launch your Feed.


  1. Introductions (10m)

  2. Optional: Overview of TAP (5m)

  3. Implementation Plan (40m)

    1. Recruitment priorities

    2. Ambassadors

    3. Technical setup Qs

    4. Discuss the launch

  4. Wrap up & next steps (5m)

What happens after the call?

If you haven't already, prior to the call, you'll need to create your admin account as the first step. The project leader will be able to sign up using their personal details and work email address, and then invite any other additional admins, create their Feed and invite ambassadors. You can learn more about they key steps for a successful set up here.

Step 2: Admin Training Session

The purpose of this call is to not only run a final check of your setup prior to launching, but to also ensure that all relevant staff members are trained on how to effectively use the platform, so you can hit the ground running and start engaging your target audience the moment you set your page live. 


  1. Catch up

  2. Review the Feed - your CSM will highlight any opportunities to optimise your Feed further

  3. Prospect Sign-Up Process

  4. Admin Dashboard Training

  5. Wrap up & Next steps


Step 3: 4 week Check-in Call

This check-in call enables us to review the data from the first 4 weeks from when the Feed went live and finalize the value metrics for the year, considering the results you've already seen during the first month, as well as any comparative data you can provide.


  1. Catch up

  2. Review the data from the first 4-weeks

  3. Go through the value metrics and finalize the targets

  4. Discuss any promotional plans for the next few months

  5. Wrap up & Next steps


We hope this is useful - as always, if you have any questions please get in touch with your Sales Manager, Customer Success Manager or send the team a message at: support@theambassadorplatform.com 😊