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A road winding from the countryside into a city, illustrating the journey from kickoff to go-live

Onboarding that enables your team

A dedicated Onboarding Specialist works alongside your team from kickoff to go-live, whether you manage 50 locations or 5,000.

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Onboarding

What does onboarding look like at PinMeTo?

At a glance

  • A dedicated Onboarding Specialist plans the rollout together with you and your team
  • We set up your account, migrate your location data, and connect your networks
  • Hands-on training until your whole team is confident using PinMeTo
  • Switching from Yext, Uberall, or spreadsheets? We handle the migration for you
  • After go-live: a project summary, then ongoing help from Support and your Customer Success Manager (CSM)
The problem with self-serve

Rolling out a new platform shouldn't feel lonely

Too many tools hand you a login, point you at a help center, and let a chatbot field your questions. For a brand with hundreds of locations and several teams, that means stalled launches, half-configured accounts, and people quietly giving up.

Software alone does not get you live. People do.

Two colleagues collaborating on a laptop next to PinMeTo review ratings and insights
How onboarding works

Who does what, step by step

Onboarding is a shared journey. Here is exactly who handles each step, from kickoff to the moment you meet your Customer Success Manager (CSM).

  1. PinMeTo & you

    Onboarding kickoff

    • Align on the onboarding process
    • Set goals and strategy together
  2. You

    Share your data

    • Provide your location data
    • Give network account access
  3. PinMeTo

    Implementation

    • Data implementation and quality checks
    • Network connections and data structuring
    • Profile creation
  4. PinMeTo & you

    Network setup & verification

    • Together with you, we set up and verify your locations so they get published across Google, Apple, and your other networks
  5. PinMeTo & you

    Education & access

    • Hands-on training sessions
    • Your team gets platform access
  6. PinMeTo & you

    Success kickoff

    • Review your onboarding results
    • Meet your dedicated CSM

    Enterprise customers get a dedicated, named CSM. Other customers are looked after by the CSM team.

Switching from another platform

Moving from another tool? We handle it

If you are coming from Yext, Uberall, a spreadsheet, or managing every network by hand, you do not have to move it alone.

Your Onboarding Specialist maps your current setup, migrates your location data into PinMeTo, and checks every network so nothing is lost in the move. You stay live while we switch you over.

Diagram showing location data syncing from PinMeTo out to Google, Facebook, and Apple
After go-live

Onboarding ends, support continues

When onboarding is complete, we wrap up the project phase together and you move on to operating your account. Our Support Team and Customer Success Managers (CSMs) stay with you, so expertise is always at hand.

Day to day, our in-house support team picks up your questions in minutes, not days. Read more about support at PinMeTo.

PinMeTo support team taking over after onboarding
What customers say
Questions

Frequently Asked Questions

How long does onboarding take?

It depends on how many locations and networks you manage. Your Onboarding Specialist plans the rollout with you, gives you a clear timeline up front, and handles the account setup and location data migration together with your team, so you are never working it out alone.

Can you help me migrate from another platform?

Yes. Your Onboarding Specialist handles the migration of your location data into PinMeTo as part of getting you set up, so you do not have to move everything across yourself. That includes moves from Yext, Uberall, spreadsheets, or manually managed network accounts.

What does my team need to do during onboarding?

Two things, mainly: share your location data and give us access to your network accounts. PinMeTo handles the implementation, quality checks, network connections, and profile creation. Your team then joins hands-on training sessions before getting platform access.

Is my data processed outside the EU during onboarding?

No. European customers are onboarded entirely by our EU-based team, and your location and account data stays hosted in the EU, so no personal data is transferred outside it during onboarding.

What happens after onboarding is finished?

You move on to operating your account, with our Customer Success Managers (CSMs) and in-house support team alongside you. Day-to-day questions are typically answered within minutes. Read more about support at PinMeTo.

What happens next

What to expect when you reach out

1. A quick chat

We learn about your brand, your locations, and what you want to improve. No hard sell.

2. A tailored demo

We show you PinMeTo with your use case in mind and answer your team's questions.

3. A clear plan

If it is a fit, we map onboarding, migration, and a go-live timeline before you commit.

Talk to a real person about your rollout

Book a demo to see how PinMeTo helps multi-location brands manage their local presence.
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One-on-one onboarding for every customer, with a dedicated Onboarding Specialist from kickoff to go-live.