We have successfully onboarded more than 90 partners around the globe. While each implementation is different, there are a few steps that are common for all our partners. On average, implementation takes around 2 to 4 weeks from the Setup call to going live but it has been done within 1 week with some partners who have student ambassadors already identified. Following the plan outlined below will ensure you are in a great place to launch TAP!

Relevant contacts from your institution we advise to include in the implementation process:

  • Marketing team members
  • Student recruitment team members
  • Digital / Web team members
  • Student Ambassador Management team members

Phase 1: Setup Call

Having become our partner, your onboarding process will begin with a call with your Partnership Executive and your Customer Success Manager. This meeting is an opportunity to set out your strategic goals and to make sure your team is clear about the process leading up to your launch. It will also include an overview and training on TAP so you have all the information you need to create your Admin dashboard and your TAP page.

Agenda:

  • Introductions
  • Overview of TAP
  • Set Up Plan Review
  • Training on TAP Workshop
  • Wrap up

What happens after the call?

Creating your Admin account is the first next 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 TAP page and invite Ambassadors. You can learn more about they key steps for a successful set up here

Phase 2: Workshops

We advise to organise our two complimentary workshops (Peer Recruitment Strategy Workshop and Ambassador Simulation) before the go live call. These workshops are designed to help with your peer recruitment strategy and support when training your ambassadors. You can find out more about the workshops here

We are also running monthly webinar versions of our Student Ambassador training and our Peer Recruitment strategy workshops. You can see the schedule and register here

Phase 3: Go live call

The purpose of this call is to confirm and finalise success factors for your institution in more detail, review your initial TAP Page setup, and discuss any final bits and pieces on the Dashboard.

Agenda:

  • Discuss the results we want to achieve through the partnership
  • Review the setup to ensure we achieve those results: TAP Page optimisation, Promotion, Content Creation
  • Review any outstanding paperwork

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

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