Onboarding at Engage Spaces isn't outsourced to a help center. Every new customer is paired with a dedicated onboarding specialist from our team — one person who learns your organization, sits in on your calls, and is accountable for getting your team to a confident launch. You're not a ticket in a queue; you're a relationship.
Head of Customer Success
Daniel leads the onboarding team at Engage Spaces. Over four-plus years onboarding clients onto the platform, he's helped national and global organizations implement large-scale platform change — often across dozens of locations at once. His background is in behavioural change research (he holds a Master's in Science) and that shows in how the team approaches onboarding: less about clicking through features, more about how people actually build new habits.
Daniel's specialties include data consolidation and migration, platform customization, and training design. He champions a "train the trainer" model across the team — equipping your internal leaders to run the platform confidently on their own, long after the formal onboarding period ends.
Whoever you're paired with on the team, the approach is the same: direct access to a real person who knows your account, not a rotating cast of support agents.
Most rollouts don't fail because of the software. They fail because nobody set up adoption.
Most platforms hand you a dashboard and call that onboarding. Then they're surprised when usage drops after two weeks and everyone's back to email and spreadsheets.
Here's what usually happens:
We built our onboarding to prevent exactly that — and the numbers back it up. More than 90% of the organizations we onboard are still active on the platform well past year one, and the large majority move from pilot straight through to a full launch.
At Engage Spaces, we walk with you from initial configuration all the way through to confident, everyday use. You get a dedicated specialist, a structured 90-day plan, and a process built around how your organization actually works — not a generic setup wizard.
Our goal is adoption that sticks: a team that opens the platform because it's genuinely part of how they work, not because IT told them to.
WEEK 0
We identify your biggest problem and map out how the platform solves it. Introductory meeting to align on roles, expectations, timeline, and pricing. Contract signed, onboarding begins.
WEEK 1
We map your operations to the platform — structure, teams, locations, programs, and pain points. We clarify the main problem and identify what else Engage Spaces can solve for you.
WEEK 2-3
We build your system together: mapping your operations into Engage Spaces, creating your instance, configuring hierarchy, setting up terminology, and identifying the right user data setup with you. We iterate as we go, based on your feedback.
WEEK 4-10
We equip your team to lead adoption — 7-10 customized training sessions on how the platform applies to your specific configuration, plus weekly check-ins for support, questions, and problem-solving as we build out the platform around your main problem.
WEEK 11-12
We define success criteria and a long-term rollout plan, prepare internal communication to build momentum, import your users, and stay on call for troubleshooting. After launch, we follow up to talk through wins, corrections, and next steps.
Throughout
The same person from week 0 to week 12 and beyond — someone who understands your goals and helps you make smart calls about rollout and adoption, instead of a different face on every call.
From day one, we configure your platform together. Less guesswork for you, a better setup for your team.
We train more than admins. We help you find and empower local leaders who become platform champions in their own teams — and when your people lead adoption, it sticks.
You get real-time dashboards showing usage, engagement, and completion rates, so you know what's working, where momentum is building, and where to focus support before problems turn into patterns.
Support continues well after onboarding wraps. Questions get answered, best practices get shared, and your specialist stays invested in your long-term success — launch day is a milestone, not the finish line.
A dedicated onboarding specialist, from kickoff through launch and beyond
Live custom training sessions, recorded for your exact use cases
A tested, optimized deployment plan built for large-scale adoption
Weekly 1:1 meetings to shape the platform around your unique goals
Ongoing post-launch support — not a handoff to a general help desk
This isn't a self-serve trial and a login email. It's a guided, 90-day partnership with a dedicated specialist — built so you launch once, launch right, and your team actually uses what you're paying for.
Let us help you!
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