New Platform Onboarding – (Step 1) Full Pre-Build

6:50 – Preparing for Intake Form
9:24 – Starting the Intake Form
35:49 – Setting up the New Platform
36:00 – Modify User Permissions/Preferences
41:00 – Modify Custom Values
51:47 – Updating Pages
63:03 – Update Application
71:13 – Update WootSuite Tools (Dashboard Links)
77:45 – Update Interview Calendar
82:07 – Clearing Unneeded Custom Fields
86:22 – Prepping DNS Records
94:19 – Update Stripe Subscription (Current customers ONLY)
97:38 – Modify Agency-level settings for Subaccount