Your full journey with Mento, phase by phase. Most partners spend the bulk of their relationship in Maintenance and Growth. New here? Read top to bottom. Already up and running? Jump straight to Maintenance and Growth.

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Where are you right now? Most partners spend the bulk of their relationship with Mento in Maintenance and Growth. If your program is just getting set up, focus on Introduction and Launch. If you are already up and running, jump straight to Maintenance and Growth.

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🟡 Introduction

Get set up and ready to launch.

🗓️ Implementation Meeting (45-60 min)

Meet your PSM and walk through program overview, IT setup, roles and responsibilities, and the partner dashboard.

🗓️ Post Implementation Meeting (30 min)

Lock in launch details: finalize members, review your comms plan, schedule the kickoff.

Resources:

• Overview of Mento
• Mento IT Setup Checklist
• Roles and Responsibilities
• Partner Dashboard User Guide </aside>

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🟠 Launch

Bring your members into coaching.

🗓️ Kickoff Session (30 min)

A live event we co-host with you to introduce Mento, set expectations, and host live Q&A.

📨 Member onboarding nudges

Chemistry calls, coach selection, and outreach to non-responders. We flag after 2 to 3 attempts.

Resources:

• Member Onboarding Nudges
• Slack/Teams Engagement Campaign </aside>

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🟢 Maintenance and Growth

Where you spend most of your time with Mento.

🗓️ Baseline Review (45 min, 10+ member programs)

Review onboarding, Pulse Check results, and action items with our GM of Coaching.

🗓️ Partner Success Meetings (30 min)

Standing time for strategy, members, expansion, and anything else on your plate.

📊 Pulse Check and Peer Insights

Quarterly windows into member growth.

Resources:

• Pulse Check
• Peer Insights
• Adding Members </aside>

🔗 Related pages

• Setting your program up for success
• What to expect in your first six months with Mento