Welcome to Relative Insight

Here’s what to expect during your onboarding phase.

Trish Pencarska avatar
Written by Trish Pencarska
Updated over a week ago

We are here to support you as you get up and running with Relative Insight. With a dedicated account and customer success team as well as a host of resources to help you use the platform and discover new use cases - help is never far away.

Here is an overview of the key things you should know as you get started.

1. The kick-off meeting

Meet your dedicated Account Manager and Customer Success Executive to discuss your needs and objectives, identify training requirements and define a rollout plan for your organization.

2. Create user accounts and designate admins

Provide your account team with details of who in your organization needs access to the platform. They'll receive their login details via email.

3. Intro to resources

To help you get started, you will receive full onboarding training from the account team.

They will also introduce you to several resources to aid your journey, such as our comprehensive Help Centre, enriched with tips and videos, enticing case studies and white papers, and inspiring webinars.

This will help you to master the concept of comparison, along with the challenges of qualitative analysis and how language comparison can aid in overcoming them. You will also learn to choose and prepare the best data sources and how to interpret your analysis to create meaningful insights.

4. Project ideation and planning

Work with your Account Manager and Customer Success Executive to develop a roadmap of projects in which you can deploy Relative Insight.

5. Kick off your first project

It's time to get started! Work through the five stages of a project – locate the data, define the business question, build comparisons, uncover insights, and take action.

Ongoing support

If you need to get in touch, simply drop us a message via our chatbot, or alternatively, email your account team.

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