Bettermode Client Community Launch and Branding Handoff (Onboarding)

Bettermode Client Community Launch and Branding Handoff (Onboarding)

1. 01

   Create the client community under the agency's Bettermode workspace and assign a named owner

   Keep one workspace per client so member counts and plan limits (10,000 members on Starter, 25,000 on Growth) map cleanly to a single retainer line.

2. 02

   Set the custom domain and upload client logo in the branding settings

   Custom domain is available from Starter; removing the Powered by Bettermode badge requires the Growth plan, so confirm which tier the client is contracted on before promising a fully unbranded experience.

3. 03

   Enable the core apps the engagement workflow needs (Q&A, Discussion, Events, Polls) and hide the rest

   Ship only the apps named in the client's success criteria; unused apps dilute the inbox and slow moderator triage.

4. 04

   Configure social login and sender email customization

   Social login is on Starter; sender email customization sits on Growth, so schedule the email-domain DNS work as a separate delivery task when the client upgrades.

5. 05

   Wire integrations to the client's CRM and support stack (Salesforce, HubSpot, Intercom, Segment, Slack)

   API, webhooks, and the sandbox environment are Growth-tier features; test member sync and engagement events in the sandbox before pointing at production records.

6. 06

   Turn on Ask AI and federated search, then seed the knowledge base with the client's top 20 support answers

   Both search features are Growth-tier; without seeded content the AI answers will be thin and moderators will absorb the same questions manually.

7. 07

   Run a pilot with a small member group, then hand off moderation duties with a written triage guide

   Validate the workflow on a limited cohort before opening registration; document who answers what so the client's team can take over the inbox after the build phase.