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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.

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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.

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Plecto Expert Services

Use your free 3-5 hours with a Plecto expert (after your 1st onboarding) to be spent on questions specific to your set-up or simply let them set Plecto up for you.

Session 1: Get to know Plecto

Duration: 1 hour

When: Scheduled during your purchase or as soon as possible upon start

Meet with your dedicated customer success manager via Zoom.
In addition to learning handy tips and getting the training you need to succeed until the next meeting, you'll be able to discuss:

  • Your team’s needs, key focus areas, and overall objectives
  • Main KPIs to track for your team's goals
  • Your ideal timeline for implementing Plecto
  • Features you want to use for optimal team performance
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Session 2: Set up your data or dashboards with PES

Duration: 2 or 4 hours

Requirements: Only available after you have taken your first onboarding

When: Recommended within the first 30 days of your subscription

Meet our Plecto experts who will be prepped on your setup so far, and ready to help you with the technicalities. Use this session as either:

  • An interactive session where you get help from a Plecto expert to build formulas, set up dashboards, or any technical training you need
  • Or, simply tell your Plecto expert what KPIs you want to see, and they'll set it up for you
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Session 3: Follow up on your set-up

Duration: 1 hour

When: Typically within first 2 months of your subscription

Check in with your CSM to assess your setup and how it’s working for your team. Ask any specifics about:

  • KPIs
  • Feature functionality
  • How you can optimize your setup

Where relevant, your CSM will take you through other Plecto features to implement to take your team’s performance to the next level, such as running fun contests!

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Session 4: Finesse your set-up

Duration: 1 hour

When: Must be used within the first 3 months of subscription

Fine-tune your setup and iron out any technical hurdles you need to overcome during this final free session with the Plecto Expert Service team.

Request any final dashboards, contests, reports, or other features you want to use. That way Plecto will be running smoothly for your team without further work on your end.

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Additional PES and more resources

Duration: Ongoing

When: After you have completed your 2 onboardings with CSM and 2 free PES sessions

We’re always here to help, and we aim to offer you the resources you need to boost your team’s performance with Plecto in the format and time that suits you best. See below for details and access to our help articles, additional billable Plecto Expert Service hours, chat, email, and phone support.

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Additional Plecto assistance
when and where you want it.

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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.

Email expertservice@plecto.com
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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 contact details
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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.

Go to help center
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"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

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"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

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"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

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"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

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"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.

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