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Onboarding Overview

Once your sales paperwork has been completed you will be introduced to your dedicated success manager, who will guide you through the onboarding process and beyond. The onboarding journey can be split into three parts
  1. Solution Architecture, includes the intake survey, data survey, kickoff call, and data mapping call (as needed)
  2. Systems Integration, includes the CRM sync and data display review/approval, and email syncing for all users
  3. User Onboarding, includes individual user interviews and intake forms, as well as setup and training

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1. Complete Intake Survey

Help us better understand your fundraising team structure and goals by answering a few questions in our new customer intake survey. Complete intake survey → We ask that the intake survey be completed at least 48 hours before your kickoff call. This survey should be completed by a team leader, manager, or admin—anyone who can speak to the goals, challenges, and strengths of your fundraising team.

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2. Complete Data Survey

Help us understand your CRM architecture to ensure a seamless sync with Momentum. Complete data survey -> We also ask that the data survey be completed at least 48 hours before your kickoff call. This survey should be completed by someone with deep knowledge of your data architecture and CRM. Ideally someone with admin level permissions in the CRM.

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3. Book Onboarding Kickoff Call

After you’ve completed your intake survey and data survey, please schedule an hour-long call to say Goodbye to your Momentum sales lead and Hello to your new customer success manager. Book Kickoff Call → Your kickoff call attendees should include your project manager (or anyone overseeing Momentum implementation), someone familiar with your data architecture, and your first user(s). Connect your CRM to Momentum to ensure seamless data integration and management. Link Your CRM → select your crm provider below for detailed instructions This must be completed by a user with the necessary permissions to connect your CRM with a third-party application like Momentum.

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5. Submit New User Setup Form

Each user needs to complete our New User Setup form in order to configure your new account(s). We cannot train users until we have completed configuration and testing. Submit your New User Setup form -> Please be prepared to submit writing samples, email signature, and portfolio segments and planned touchpoints.

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5.1 Attend User Interview

Each user needs to schedule a 25-minute user interview in order to configure your new account(s). We cannot train users until we have completed their configuration and testing. Schedule your User Interview -> You don’t need to do anything to prepare for your user interview! Please simply come ready to share more about your workdays. Connect the Outlook or Gmail account for all users to ensure unified communication. This only requires all users to log into Momentum once. Visit Momentum and log into your work email -> Learn more about our integrations here: This typically requires a security review, often by central IT. Please visit Momentum’s Trust Center for more information.

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7. Complete Training Call

Schedule a 1-hour call between your Momentum users and your customer success manager to conduct a comprehensive live training session. Schedule your live training ->
Last modified on May 22, 2026