This is your all-in-one guide to launching and managing Mento coaching successfully within your organization. Whether you're preparing for kickoff or deep into coaching, this space is designed to give you clarity, confidence, and convenience every step of the way.

We’ve organized the resources below to mirror your journey: from pre-launch planning, through rollout, to ongoing success. You’ll find timelines, messaging templates, FAQs, and best practices—everything you need to run a smooth and high-impact coaching program!

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📨 Toolkits and Messaging Templates

Below you'll find plug-and-play email and Slack templates throughout your partner lifecycle to help you communicate with your stakeholders and members at every stage of your Mento coaching journey. These templates are grouped by phase for clarity and can be customized based on your tone and culture. All templates are designed to build momentum, drive clarity, and increase coaching engagement. You don’t need to reinvent the wheel—we’ve got you covered!

🟡 Pre-Launch

Participant Nomination & Messaging Toolkit

Member Invitation Templates

Mento | IT Setup Checklist

🟠 Launch

Kickoff Logistics

Slack/Teams Engagement Campaign

🟢 Post-Launch

Onboarding Nudges: Lifecycle Messaging Templates

Coaching Program Rotations: Offboarding & Onboarding Messaging

Pulse Check Nudges & Follow-Up Templates

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📚 Partner Resources

These tools and FAQs are designed to help you implement and sustain coaching with ease:

Member FAQs

Partner FAQs

Partner Resources

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⏰ Implementation Timeline

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🟡 Pre-Launch

Planning and enablement

🗓️ Implementation Meeting (45 min)

Meet with your Partner Success team. We’ll use this time to ensure you have everything you need to implement Mento

Together, we will:

• Get to know one another!
• Confirm billing and IT actions
• Compile a preliminary list of coaching participants
• Review Partner Dashboard, a flexible tool to help manage your program and keep track of your members
• Provide resources for you to organize and plan
• Confirm preliminary dates for announcing Mento and hosting a kickoff call </aside>

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🟠 Launch

Executing with precision

🗓️ Post-Implementation Meeting (30 min)

We will meet again to confirm the following:

• Finalize members (with emails, roles, duration)
• Review communications plan
• Schedule kickoff event

🗓️ Mento Kickoff / Information Session (30 min)

This is an recommended event co-hosted by you and Mento, where we will:

• Introduce coaching and Mento to all participants
• Set expectations and share onboarding steps
• Host a Q&A answer remaining questions </aside>

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🟢 Post-Launch

Ongoing support and alignment

🗓️ Coaching Engagement Review (45 min)

Meet with our GM of Coaching Strategy and Operations to go over the results of your baseline survey (only for partners with 10+ members).

Together, we will:

• Review Onboarding Progress, with updates on how your members are going through onboarding
• Go through Pulse Check results (anonymized and aggregated data)
• Discuss action items for long-term success

🗓️ Partner Success Meetings (30 min)

Schedule time with your Partner Success Manager at anytime to discuss program strategy, member needs, expansion, and more!

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