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ChapterSpot's Process

Our Process

An Account Manager from our team will lead your project as the Project Manager and make sure that the project stays on schedule. Throughout our implementation process, you will engage with other ChapterSpot team members, however, the Account Manager will be your primary point of contact and is responsible for the project’s successful delivery.


The entire process, from start to launch, will vary depending on the implementation. On average, our implementations take 9 - 15 months. There are four major steps in the process:

1. Organization and Data Reconnaissance

2. Configuration & Data Import

3. User Acceptance Testing and Admin Onboarding

4. Launch and Member Onboarding/Training

After launch, your Account Manager will continue to support you and your organization's needs.

Our Team

We're a team made up of technical and creative professionals who work collaboratively to solve your challenges. Although headquartered in New Orleans, Louisiana, our team is located across the United States and world. Every member on the team plays a key role in ensuring the success of your organization.

Our team consists of account managers, ETL/data developers, educators, Salesforce-certified admins, solution architects, and more. We continue to grow each year, which allows us to expand our team and services.

We look forward to working with you! 

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