is easy with Getslocal.
We've refined our onboarding process to be efficient, clear, and tailored to your needs. Here’s a brief overview of what your journey to getting fully set up with Getslocal will look like:
We'll start by ensuring we have a clear, shared understanding of your business objectives and the specific Getslocal solutions (such as enhanced customer engagement programs, resource optimization networks, or specialized digital tools) that will best support your vision. This may have been covered in your initial discussions or will be confirmed by your Getslocal representative.
To tailor our solutions effectively for you, we'll guide you through providing some essential details about your business or organization. This helps us configure your access, personalize your presence where applicable, and ensure our tools work optimally for you from day one.
Once your information is processed, we'll activate your primary account for the Getslocal digital toolkit. This is your central hub for managing your programs, accessing resources, and monitoring your progress.
We're committed to a successful launch. We’ll provide you with the necessary guidance, resources, or an introductory walkthrough (depending on your solution package) to ensure you feel confident using your new Getslocal capabilities.
Activating Your Getslocal Solutions: What We'll Do Together
What's Involved: Your Getslocal representative will work with you to finalize the specifics of your service agreement or solution package. This ensures everything is aligned with your goals before activation.
Your Action: Please review any documents sent by your representative and confirm your chosen package.
Why This is Important: This information allows us to customize your experience and ensure any public-facing elements (if part of your solution) accurately represent your brand.
Information We'll Collect:
Official Business/Organization Name, Address, Phone, Primary Email Contact. Your Logo (e.g., high-resolution PNG or JPG) and a concise, engaging description of what you do. Operating hours. Key services, products, or areas of interest you wish to highlight through customer engagement initiatives or resource optimization networks.
How It's Done: Your onboarding specialist will outline the most secure and convenient way to provide this (e.g., via a secure online portal, a dedicated form, or direct secure communication).
What We Do: Our team will create your primary user account for the Getslocal digital toolkit.
What You'll Do: You will receive an automated email from Getslocal (please check your inbox and spam/junk folder) with a secure, one-time link to set your password and log in for the first time. Follow the prompts to secure your account.
What This Means: Depending on the solutions you've chosen, there might be some initial settings to review or customize within your digital toolkit. This could involve setting up initial promotional offers, defining categories for resource exchange, or personalizing communication templates.
Guidance: Your Getslocal contact or our online help resources will guide you through any necessary initial configurations to ensure things are set up for optimal performance.
Purpose: For many of our partners, a brief welcome call with an onboarding specialist is highly beneficial. This call is designed to answer your immediate questions, provide a quick orientation to the digital toolkit, and discuss best practices for getting the most out of your new solutions.
Scheduling: If this is part of your plan, your Getslocal representative will help you schedule this at your convenience.
You're Activated! Let's Grow Together.
Completing these setup steps means you're ready to harness the power of your Getslocal solutions! This is just the beginning of our partnership.
