Tech Support

Track / Series Onboarding Checklist

  1. Duplicate the Track or Series Build Template in Basecamp and rename it as the track or series name, then follow the to-dos as well as you can
  2. In the Partners folder on Box, copy the Track folder structure template and rename it to the appropriate track or series. For a track, it goes in the state folder and if the state doesn’t exist yet, you can create the state folder first.
  3. Create the Promoter Agreement in Pandadoc and get it signed: Instructions
  4. Save the Promoter Agreement to Box
  5. Check Stripe and the Dashboard to make sure the promoter’s account is showing correctly in both places, and check to make sure payouts are set to “manual” in Stripe – if the payout is not set to manual, it’s a clue that something went wrong in the account setup/onboarding process and Bobby will need to check to make sure the account is connected properly on the backend
  6. When the onboarding form is filled out properly, you should have: insurer, logo, image, schedules, links, prices, FAQs, bios, etc.
  7. Size the track/series logo and image per the instructions on the to-do
  8. Build the track or series in the app
  9. Publish the track / series and check all links and mapping
  10. Build the first few events for the track/series and make sure everything displays correctly in the app
  11. Let the promoter know so they give approval or request any changes
  12. Request welcome graphics to be created
  13. Follow the track/series social channels from our accounts
  14. Create the web story from the appropriate template, adding the promoter quote, and send to promoter for approval along with a Box link to the graphics
  15. Once it’s approved, post to the website using Contentful: Instructions
  16. Share the story to all appropriate social channels, making sure to tag the track/series in each post
  17. Add the track/series contact info to Bigin
  18. Notify the insurance broker that the track/series has signed on (especially for anyone using K&K)
  19. Ship the signage kit
  20. Do a Zoom Dashboard demo with the track/series before their first event