An Introduction to Thread's Guided Onboarding

Stephen Boss Updated by Stephen Boss

Onboarding Cohorts

Welcome to Thread! If you are unsure how to get started with Thread would like some help implementing Thread for your Company - you can register for our guided roundtables with our awesome Customer Success team!

We run a series of training roundtables that repeat every two weeks. During this two week period, you will implement Thread alongside your peers - we call these groups cohorts.

This guide will...

  • Explain how to register for a cohort.
  • Provide a high-level overview of our roundtable series and what you will learn if you attend.
  • Provide a link to the Scheduled Cohort Hub - where you can check out a given cohort's schedule and past recordings

Registering for Guided Onboarding

Our Customer Success team runs a series of guided onboarding sessions every two weeks. If you are interested in registering for a guided onboarding, you can register here.

Once you've registered, head over to our Scheduled Cohorts hub where you can read up on all the details for your selected cohort.

Introduction to the Cohort Sessions

Our guided onboardings are typically spread out into four sessions over 2 weeks, with two cohorts running per month.

Each roundtable will be recorded so even if you can't attend the live session, a recording will be provided after the call so you can follow along. We have open Q&A sessions so you can ask any questions you have - or you can chat with us at help.getthread.com.

Sample Schedule

Below is a sample schedule for a given cohort, this schedule can change from cohort to cohort. To see the current cohort schedules, visit our Scheduled Cohorts hub.

Week 1 - Getting Started

Monday

Tuesday

Wednesday

Thursday

Friday

3 PM EST - Thread Onboarding 1 - Getting Started

BREAK

2 PM EST - Thread Partner Roundtable + Q&A

3 PM EST - Thread Onboarding 2 - Let's chat about chat!

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Week 2 - Deployment and Service Training

Monday

Tuesday

Wednesday

Thursday

Friday

3 PM EST - Thread Onboarding 3 - Customer Deployment Training

BREAK

2 PM EST - Thread Partner Roundtable + Q&A

3 PM EST - Thread Onboarding 4 - Service Team Training

BREAK

Onboarding Sessions and Recordings

Prerequisite: Complete Thread Quick Setup

Before starting our guided onboarding series, we recommend completing our Quick Setup guide. We start the series assuming you have already created your workspace and integrated with your Ticketing system (e.g. ConnectWise Manage, Autotask) and internal Collaboration Software (e.g. Teams or Slack).

Next Up - Thread Onboarding 1 - Getting Started

How did we do?

Thread Training 1 - Getting Started

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