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Onboarding Roadmap
Onboarding Roadmap

Here's the roadmap to launching a brand new website on Insights, our made-for-self storage website platform.

Tommy Nguyen avatar
Written by Tommy Nguyen
Updated over 6 months ago

Welcome to the Pug Pack! Consider the Onboarding Team your welcome committee. Here's the roadmap to launching a brand new website on Insights, our made-for-self storage website platform.

1. Insights Account Setup

What: Tell us about your business info and add amenities.

Helpful Tips:

How Long: 1 week

2. Write Content and Build Website

What: Gathering info about what makes your business special, your goals, and things you want to highlight on the new website. With all the content planned and info gathered, our Website Specialists will build your website!

How Long: 4 weeks

3. Website Reveal

What: No customer gets to see your website until we get your thumbs up. This is your chance to approve photo placement, unit types, and business info (phone, address, and hours). This is a quick Zoom meeting with you and your Onboarding Specialist.

How Long: 45 Minutes

4. Follow-up Meeting & Schedule Go Live!

What: View any website edits that may have been made and schedule your Go Live date! A training date with our Client Success team will also be scheduled at this time.

Go Live!: The Big Day. Mission Accomplished! Now it's time to enjoy the fruits of your labor with a website that works.

How Long: 15-30 Minutes

5. Go Live!

What: It's time to launch your website. Be sure to let your current internet provider know that you are no longer using them. Your onboarding specialist will let you know once the site is up and running.

How Long: 1-3 hours

6. Training

What: Your fancy new website won't be complete without a New Client Training Session with our Client Success Team. Here's what you can expect from your training.

How Long: 30 Minutes

Average Timeline for Steps 1-6: 6 weeks or less

Have a question for your Onboarding Team?

Veteran Self Storage Owner? New to the industry? Either way, we've got you covered! Check out these eBooks, Guides, and Videos to help you grow your self storage business!

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