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Getting started
Setting Plecto up for your team’s success.
Our onboarding plan is built to foster your best Plecto setup. Get started on the right foot, so you can spend more time coaching and supporting your team.
Resources
We're here to help.
2 onboarding sessions with your CSM
From implementation to product training and getting your team on board with Plecto, these sessions are based purely on you and what you need.
Chat and email support
Drop a quick question in our chat, give us a call, or send an email to our support team. We’ll help you get the answers you need in the way that suits you best.
Plecto Expert Services
Book a paid consultancy session with a Plecto Expert to address technical questions specific to your setup or have them fully configure your dashboards for you.
Session 1: Kick-off Call
Duration: 30 mins
When: Scheduled during purchase or shortly after starting your Plecto journey.
Meet with your dedicated Customer Success Manager and Plecto Expert via Zoom. Here, we'll quickly run through:
- Your team’s needs, focus areas, and goals.
- The key KPIs to track to measure your team's success.
- The ideal launch timeline for your Plecto setup.
- The features that will fuel the top performance of your team.
Session 2: Plecto training with your Customer Success Manager
Duration: Up to 2 hours
When: Recommended within the first 30 days of your subscription
Your team's performance transformation starts here. To unlock the full potential of your team, we break this down into 3 steps. Each stage builds on the last to give you the full power of data visibility, team motivation, and performance growth.
- Stage 1: Visualization - Let's build powerful dashboards and reports to start getting actionable performance insights.
- Stage 2: Gamification - Start using gamification to fuel employee motivation through healthy competition and performance recognition.
- Stage 3: Coaching - Develop your employee's skills by investing in coaching, training and continuous improvement.
Session 3: Dashboarding with Plecto Expert Services
Duration: Paid consultancy by the hour
When: Best completed within your first 30 days.
Work side by side with a Plecto Expert. Your expert will be fully briefed on your setup and ready to assist with any technical aspects of your setup. You can use the session in one of two ways:
- Interactive mode: Collaborate live on Zoom to build formulas, set up dashboards, or dive into any technical training you need.
- Done-for-you mode: Share the KPIs you want to track, and your expert will configure everything for you.
- You’ll still be involved during key steps, especially when we need to cross-check your data to ensure everything is accurate.
Ongoing support from your Customer Success Manager
When: After completing your onboarding.
Your journey with Plecto doesn’t end after onboarding — it’s just getting started. You’ll have a dedicated Customer Success Manager (CSM) who will check in regularly to help you get the most out of your setup. Whether it’s aligning with new goals, building smarter dashboards, or spotting opportunities to boost performance, your CSM is your strategic partner every step of the way.
From quarterly meetings to quick check-in emails, we tailor our support based on your needs and account size — ensuring you always get meaningful value, not just feature know-how. Let’s keep the momentum going.
Additional PES and more resources
Duration: Ongoing
When: After onboarding and using your included Plecto Expert Service sessions.
We’re always here to help and to offer you the resources you need to boost your team’s performance - whether that's a quick course correction or a deep dive into the platform.
Explore the options below to access our knowledge base, book additional Expert Service hours, or connect with our support via chat or email.
Additional Plecto assistance when and where you want it.
Additional PES hours
Want extra time with our expert team to look into technical details or build your winning setup? Buy hours in bulk or book them hourly based on your needs.
Chat, email, and phone support
Need support outside of your dedicated customer success manager? Our customer service team is ready to help. Visit our contact page via link below for more.
Help center
Our extensive step-by-guide articles, examples, and videos let you focus on the functions that you need most support with. Available for you anytime.
“I have the greatest amount of respect for the support I’ve received from Plecto’s customer managers.”
Nina Michaelsen
Head of Sales & Retention, G4S
“It’s definitely good to listen to what the Plecto team has to say–the ones helping with the onboarding–listen to their input, as they’re very helpful.”
William Seyf
CEO and Co-Founder, Försäkringsservice Stockholm
“One of the things that makes it easy to work with Plecto is their excellent customer support and success team.”
Anders Eiler
eCommerce CSO, team.blue
“During the first six months when I had a ton of questions, Plecto's support team was a huge, huge help!”
Jesper Sebastian Larsen
Director of Nordic Sales
“Plecto has a really nice customer service team, able to respond pretty much all the time.”
Emil Gjørup Pedersen
Performance Specialist
An onboarding structured around you.
We know that every team has different needs and goals. You decide what to focus on, how you want to spend your hours. Our experts have helped thousands of teams over the years, and are here to support you build the Plecto setup you want.
