Table of Contents

📧 Messaging Templates

Please use these messaging templates to communicate to your members. They are broken out by different types of messages that you would send.

Messages by Type

👋🏼 Welcome to Mento!

We're excited to partner with you! The Mento Implementation Hub is here to: guide you through the key steps in your implementation process, provide helpful resources (including communication templates, informational PDFs, and answers to FAQs), and help you make the most out of your Mento experience.

<aside>

🎯 Pre-Launch

This phase focuses on administrative activities in preparation for a successful launch.

Implementation Meeting

This is your first meeting with your Partner Success team. We’ll use this time to talk through the process of implementing Mento at your organization.

Meeting Agenda:

• Review Partner Dashboard – We provide this tool to help organize your roll-out of Mento. A link to your Partner Dashboard can be found in your email.

  <aside> 💡

  • Pre-work — please complete this activities in your Partner Dashboard prior to our Implementation Meeting:
    • [ ] Provide your company’s billing information (Summary tab of Dashboard).
    • [ ] Compile a preliminary list of coaching participants (Member Tracker tab of Dashboard).
    • [ ] Answer six questions to provide additional context for coaches (Coaching Outcomes tab of Dashboard). </aside>

• Review Partner Resources – Gain access to Messaging Templates, Implementation Deck, and sharable resources.

• Coaching Outcomes Exercise – Aligning on expected coaching outcomes.

• Schedule Mento Launch – Setting up the initial call for coaching participants. </aside>

<aside>

🚀 Launch

This phase focuses on the success of announcing your program, enrolling your participants, and a coordinated launch of coaching activities.

Schedule your company launch event

This is an event co-hosted by you and Mento where we’ll:

• Introduce all your participants to Mento at once and help set expectations.
• Host a Q&A to help answer any questions
• Reserve the last 10 minutes of the meeting to get everyone to sign up and fill out their Coaching Baseline Survey

Step 2: Announce Mento!

Here are some helpful templates for your communications

</aside>

<aside>

🏁 Post-Launch

Ongoing support and alignment efforts over the course of our partnership. Let’s follow up and make sure everything has gone smoothly. We’ll then set up time to continue our conversations and share insights to you via your Baseline Survey Review.

Mento Post-Implementation Meeting – Follow up with Mento Partner Success

• Review Onboarding Progress – Get updates on how your members are going through onboarding

Baseline Survey Review – Preview the results of your baseline survey (only for partners with 10+ members)

</aside>

📚 Partner Resources

Please use these resources below for any of your implementation needs.

Resources