IMPLEMENTATION
Implementation that turns software into an operational system.
Webroots implementation covers website build, content structure, program setup, registration flows, memberships, payments, automations, reporting, and team training.
The focus is structural clarity, reliable workflows, and a clean launch sequence.
What’s included
- Website structure and page setup
- Content management setup (pages, posts, announcements)
- Service and program configuration
- Registration flow design (capacity, waitlists, confirmations)
- Membership setup (plans, access rules, renewals)
- Payments setup (Stripe-ready configuration, receipts, refunds policy)
- Automations (reminders, confirmations, internal notifications)
- Reporting setup (revenue, attendance, membership status)
Implementation timeline
Phase 1
Foundation (Week 1)
- discovery + requirements
- info architecture + content plan
Phase 2
Build (Weeks 2–3)
- website + operations configuration
- payment + email templates + automations
Phase 3
Launch (Week 4)
- training + go-live checklist
- post-launch support window
Deliverables
Live website pages + CMS access
Configured programs/services + registration
Member portal enabled
Payments + receipts tested
Admin reporting dashboards
Team training session
Optional add-ons
Data migration/import
Structured transfer of legacy records into your Webroots workflows.
Advanced integrations
Connect external systems and automate handoffs across your stack.
Custom reporting
Build reporting views tailored to leadership, operations, and stakeholders.
