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Getting started checklist - start here
Getting started checklist - start here

Getting Started Checklist - Start Here

Success at Copper avatar
Written by Success at Copper
Updated this week

If you're new to Copper and ready to get started with learning and customizing your account, we recommend checking out our Copper Guide to Going Live.

Use the guide to help you and your team get set up and trained on Copper. View it here and download your own copy at the bottom of the article so you can check off each section as you complete it.


Your guide to going live in 14 days!

Welcome to Copper! Use this checklist to start getting the most out of the platform immediately.

Phase 1: Getting started

Description

Who

Time

Status

Complete the Account Customization Guide

Customer

30 mins

Set up your account with this Customizing Copper webinar guide

Customer

15 mins

Attend a live onboarding session followed by Q&A, offered weekly to all customers

Joint

45 mins

Phase 2: Advanced

Description

Who

Time

Status

Attend a live webinar with subject manner experts on building automations, custom reports and integrations

Joint

45 mins

Book office hours with a Success Manager for general Q&A specific to your account setup

Joint

Optional

Phase 3: Certification & best practices

Description

Who

Time

Status

Test your copper knowledge and get Copper Certified

Customer

60 mins

Post your certification on LinkedIn

Customer

5 mins

Onboard your team

Customer

50 mins

Ongoing Support

Description

Who

Status

Keep up-to-date best practices: attend customer webinars and review email updates

Customer

✔️

Book office hours with a Success Manager for general Q&A or via chat in-app

Joint

✔️

Want to chat with a Support Manager? Submit a ticket here.

Joint

✔️

Thanks for being a Copper customer! 🚀

Have a question? Contact our Customer Success Team using the in-app chat 💬

Have a suggestion? Check out the Ideas board in our Community 👥

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