A typical TAP onboarding takes around 4-6 weeks and includes three key steps: a Kick-off Call, Admin Training, and a Launch Review. Some institutions launch faster - even within a week - if ambassadors are already identified.
👥 Who should be involved?
We recommend forming a TAP Working Group - a small team responsible for onboarding and managing the platform. This usually includes recruitment, marketing and ambassador coordination:
✅ Step 1: Kick-off Call
Goal: Align on your goals, setup, and launch plan.
Your Client Success Manager (CSM) will host a 1-hour call to understand your priorities and walk through your Implementation Plan.
Agenda:
- Introductions (10 mins)
- Optional: TAP Overview (5 mins)
- Implementation Plan (40 mins)
- Recruitment priorities
- Ambassador selection
- Technical setup
- Launch planning
- Wrap-up & Next Steps (5 mins)
After the call:
- You’ll receive an invite to the admin dashboard.
- You can invite additional staff under Settings > Admin Management.
- Start inviting ambassadors via Ambassadors > Manage > Invite Ambassadors.
- Copy and send our training email template from your own inbox
- Enter ambassador emails and TAP will send invites directly.
Ambassadors will complete onboarding via our on-demand training videos and quizzes.
🧠Step 2: Admin Training Session
Goal: Final setup check and staff training before launch.
Your CSM will ensure your team is confident using the platform and ready to go live.
Agenda:
- Catch up
- Feed review and optimisation tips
- Prospect sign-up process
- Admin dashboard walkthrough
- Wrap-up & next steps
🚀 Step 3: Launch Call
Goal: Review early results and set success metrics.
Held 4 weeks after your go-live date, this session helps you reflect on performance and plan ahead.
Agenda:
- Catch up
- Review first-month data
- Finalise value metrics and targets
- Discuss upcoming promotions
- Wrap-up & next steps
🔗 Related Articles
- How do I invite ambassadors?
- How do I manage admin access?
- What is the Feed and how do I launch it?