Applicable plans: ❎ The free plan, ❎ The complete plan
You just subscribed to Waldo—welcome! 👋 We’ll assist you throughout the entire project. Here are the next steps to get rolling. |
1 - Next steps when the subscription is active.
Once your subscription is active, there are four main steps:
-
Admin Training Session
A 90-minute recorded session (with one of our friendly Customer Success Managers) to walk your admin team through Waldo. We’ll reach out to schedule it.
👉 Training program -
Map Design Submission
Got your office layout ready? Great—send it over right away.
🗺️ How to request a map design -
Configuration Review & Deployment Plan
A quick call with your Customer Success Manager to finalize your setup and plan deployment.
📘 How to Successfully Deploy Waldo -
Optional User Webinar
A 15-minute demo webinar for your users. Optional and billable. We'll also record it, so no one misses out.
2 - Workload and lead time
Waldo’s setup is simple. The real brain workout? Deciding how you’ll organize access: who sits where, fixed desks, hybrid rules, etc.
Not sure where to start? These questions help: Ask the right questions
We’ll go over them together during the admin training (included in the complete plan).
If your maps are good to go and you've got your office rules sorted, here’s a realistic timeline:
- 🗓️ 1 to 3 weeks to schedule admin training.
- 🧭 Map design takes 3–5 days. You can request it before your training.
- 🎬 Want a personalized Waldo intro video? Here’s what we need.
- 👥 Post-training, we recommend:
- 1 day to configure 300 users
- Up to 3 days for over 1,000 users
- 🚀 A 1–2 week “dry run” is ideal before full deployment.
For map design, send us a layout of your office (drawings are fine if proportions are clear), with desk orientation—so we know where the chairs go.
Workload (for you) | Lead time | |
---|---|---|
Administrator training | 60–90 mins depending on the audience | 4–5 days to schedule |
Map creation and updates | 15 mins per map (plus Q&A) | 2–5 days per map |
Set up Waldo for 300 users | Once ready, allow 2 days | |
Set up Waldo for 1000 users | Plan 3–5 days |
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