Onboarding Guide

Getting up and running with Momentum!

The Momentum Onboarding Timeline

Onboarding Steps

From the moment you sign, a dedicated customer success manager will guide you through our quick and simple onboarding process.

1. Complete Intake Survey

Help us better understand your fundraising team structure and goals by answering a few questions in our new customer intake survey.

Complete intake survey →

We ask that the intake survey be completed at least 48 hours before your kickoff call.

This survey should be completed by a team leader, manager, or admin.

2. Complete Data Survey

Help us understand your CRM architecture to ensure a seamless sync with Momentum.

Complete data survey ->

We also ask that the data survey be completed at least 48 hours before your kickoff call.

This survey should be completed by someone with deep knowledge of your data architecture and CRM. Ideally someone with admin level permissions in the CRM.

3. Book Onboarding Kickoff Call

After you've completed your intake survey and data survey, please schedule an hour-long call to say Goodbye to your Momentum sales lead and Hello to your new customer success manager.

Book Kickoff Call →

Your kickoff call attendees should include your project manager (or anyone overseeing Momentum implementation), someone familiar with your data architecture, and your first user(s).

4. Link CRM

Connect your CRM to Momentum to ensure seamless data integration and management.

Link Your CRM →

This must be completed by a user with the necessary permissions to connect your CRM with a third-party application like Momentum.

5. Link Email for All Users

Connect the Outlook or Gmail account for all users to ensure unified communication. This only requires all users to log into Momentum once.

Visit Momentum and log into your work email ->

Learn more about our integrations here:

• Connecting Gmail
• Connecting Outlook

This typically requires a security review, often by central IT.

Please visit Momentum's Trust Center for more information.

6. Submit New User Setup Form (per user)

Each user needs to complete our New User Setup form in order to configure your new account(s). We cannot train users until we have completed configuration.

Submit your New User Setup form ->

Please be prepared to submit writing samples, email signature, and portfolio segments and planned touchpoints.

7. Complete Training Call

Schedule a 1-hour call between your Momentum users and your customer success manager to conduct a comprehensive live training session.

Schedule your live training ->