Welcome to Mentorloop Enterprise. Unlike our self-serve Pro plan, Enterprise is a fully supported partnership, your dedicated Customer Success Manager (CSM) works with you from day one to configure your program, train your team, and set you up for a successful launch. This guide is your central reference for everything you need to know about your onboarding journey, the resources available to you, and what's included in your Enterprise plan.

What does Enterprise onboarding look like?

Your onboarding follows a structured five-step journey, led by your CSM. The timeline from first call to launch will depend on your program's complexity and any IT or integration requirements, your CSM will agree a target launch date with you in your first call.

Step 1 — What happens in the first onboarding call?

Your first onboarding call (approximately 45 minutes) is where we get to know your program and set the direction for everything that follows. You'll cover:

• Program objectives and how you'll measure success
• Key decisions: matching approach, recruitment style, and timeline
• Your signup form requirements, what information you need to capture from participants
• IT and integration requirements (SSO, HRIS, calendar, MS Teams), your CSM will share relevant resources with your IT team
• Next steps and ownership for each action

To prepare, it helps to have a rough sense of your participant numbers, your program goals, and whether your organisation has any IT requirements such as SSO or a specific video conferencing tool.

Step 2 — How does the signup form get built?

Your Enterprise signup form is fully bespoke, built around your program's specific goals, participant data needs, and matching criteria. Unlike Mentorloop Pro, there are no fixed templates: every question, answer option, and matching rule is designed for your organisation.

The process works like this:

• Your CSM sets up a demo program for you to explore before launch
• You review the signup form in the demo and submit any requested changes via your program planner
• Your CSM implements the changes and confirms them with you before launch

For inspiration on what questions to ask and how to structure your matching criteria, see the signup form and matching criteria playbook.

Step 3 — What does PC training cover?

Your second onboarding call (approximately one hour) is your dedicated PC training session. This is the most hands-on part of the onboarding process and covers:

• A full walkthrough of the Mentorloop platform for Program Coordinators and Admins
• Best practice guidance on matching, participant management, and program communications
• A review of your finalised signup form, and any last adjustments before launch
• Launch communications planning: timing, messaging, and how to promote your program
• Matching process confirmation: Smart Match draft review workflow, or manual/self match setup
• Any remaining questions and a clear list of actions before launch

To get the most from this session, we recommend completing the PC Academy training course and reading through the PC user guide beforehand.

Step 4 — What pre-launch checks are involved?

Before your program goes live, you and your CSM will confirm that everything is in order. An optional third check-in call (approximately 30 minutes) is available if you'd like a final walkthrough before launch day. Pre-launch checks typically include:

• Registering yourself as a PC on the live program and reviewing your program settings
• Confirming IT and integration setup is complete (SSO, calendar authorisation, Teams or Zoom)
• Reviewing your launch communications and participant invitation strategy
• Confirming your matching approach and timeline

Step 5 — What happens at launch?

Your program is ready to welcome its first mentors and mentees. You'll invite participants to register via your signup form link, or through direct invitation. Your CSM will schedule a post-launch check-in to review registration progress, discuss matching, and confirm next steps.

For guidance on promoting your program and driving registrations, see the program marketing and recruitment guide and the templated communications playbook.

What's included in Mentorloop Enterprise?

Enterprise includes everything in Mentorloop Pro, plus the following features exclusive to Enterprise customers:

• Bespoke signup form and matching algorithm: fully custom, built to your program's specific goals and participant data requirements
• Smart Match: Mentorloop's AI-powered matching algorithm generates draft matches across your entire participant cohort for you to review and publish. Learn more about Smart Match
• Mentorloop Intelligence AI features: Match Rationale (AI explanations for each match), Survey Summaries, and AI-generated Meeting Agendas
• Mentoring Quality Score (MQS): an Enterprise-only metric for tracking the health and quality of mentoring relationships across your program. Learn how to improve your MQS
• Custom survey questions: create fully bespoke survey questions tailored to your program's goals (Pro customers can choose from a pre-built question bank)
• Multiple Program Coordinators and Program Admins: Pro is limited to one PC. Enterprise supports multiple PCs and Admins with role-based permissions. Learn about PC and Admin roles
• SSO (Single Sign-On) via SAML 2.0: supports Microsoft Entra ID and Okta, enabling participants to log in with their existing organisation credentials. Learn about SSO
• HRIS/CRM integration: sync participant data with your existing HR or CRM systems. Learn about HRIS integration
• Enterprise Connect (calendar): your organisation authorises calendar access at the domain level, so participants don't need to connect their calendars individually. Speak to your CSM to enable this.
• Microsoft Teams integration: participants can launch Teams video meetings directly from within their loop. Learn how to connect Teams
• Dedicated Customer Success Manager: ongoing partnership, regular mentoring reviews, and program support throughout your subscription
• Quarterly Strategic Reviews: structured sessions with your CSM to assess program performance, surface insights, and plan ahead
• Bespoke participant kick-off webinar: a co-hosted webinar with Mentorloop to launch your program, build participant confidence, and set clear expectations on mentoring best practice and how to use the platform

What IT and integration setup is required?

Depending on your organisation's environment, your IT team may need to complete some setup steps before or after launch. Share the relevant resources below with your IT team as early as possible, your CSM can help coordinate.

• InfoSec and IT documentation — answers to information security questions
• Whitelisting domains — IPs, domains, and subdomains to allow
• Single Sign-On (SSO) — overview and FAQs
• SSO setup: Microsoft Entra ID
• SSO setup: Okta via SAML 2.0
• HRIS/CRM integration
• Approving Cronofy — for calendar integration
• Approving Microsoft Teams — admin consent for video conferencing
• Approving Zoom — for organisations that restrict app access

What resources are available for Program Coordinators?

• Mentoring Course for Program Coordinators — comprehensive training to help you become a great PC
• PC user guide — a written guide to using Mentorloop as a Program Coordinator
• Program settings — everything you can manage and customise from your program settings
• Signup form and matching criteria playbook — real-world examples to inspire your form design
• Templated communications playbook — ready-to-use message templates for every stage of the program
• Program marketing and recruitment guide — tips and templates for promoting your program and driving sign-ups

What resources are available for participants?

Share these with your mentors and mentees to help them get started and get the most from their mentoring relationships:

• Mentoring Course for Mentors and Mentees — comprehensive training for participants at every stage
• Welcome to Mentorloop! — the perfect starting point for new participants, including an 8-minute platform walkthrough video
• What is a loop? — how 1:1 loops work
• Account settings and integrations — calendar, MS Teams, Zoom, Slack, and LinkedIn
• Connect your calendar and set your availability — step-by-step instructions for seamless scheduling

What are Bitesize Training webinars?

Mentorloop runs monthly Bitesize Training webinars for Program Coordinators. Each session covers a focused topic to help you save time, build your skills, and better support your participants.

View the upcoming schedule and register here. You can also watch recordings of past sessions on demand.

What ongoing support will I receive?

Beyond onboarding, your CSM stays in regular contact throughout your subscription. This includes recurring mentoring reviews to assess program health and discuss matching, as well as Quarterly Strategic Reviews to take a broader look at performance, surface insights, and plan ahead. Your CSM can also co-host a bespoke participant kick-off webinar at launch to welcome your cohort and set them up for a strong start.

The Help Hub and Academy are also continuously updated and available any time. For urgent queries outside of your regular CSM cadence, contact us at support@mentorloop.com.