Onboard your company to Wallit

Whether you're introducing Wallit to 10 people or 10,000, onboarding people for any new service is no easy task. This guide will help you introduce Wallit to your company in a meaningful way.

The highlights

  • Build a team to define how your company should use Wallit
  • Explore how Wallit can make your teams more engaged
  • Explore how Wallit can make your company more productive
  • Design Wallit to fit your company's culture, needs and goals
  • Create a plan to launch Wallit company-wide

1. Build a launch team

Assembling the right mix of people is the first step to a successful launch for any project. Here is an example of possible roles and responsibilities:

Internal roles

  • Project Manager
    The main point of contact, responsible for coordinating launch activities. 
  • Executive Sponsor
    The "Wallit Champion" amongst the leadership team who will actively communicate the purpose and value of Wallit toward fostering a culture of wellness to gain a competitive advantage.
  • Business Owners
    The people who will reinforce the importance of Wallit among their individual teams. They'll identify key use cases and enhance them over time. 
  • Wellspace Owners and Admins
    The people who will manage your wellspace's settings and preferences and help with ongoing member management. 
  • HR Team
    The people who will provide support and educate employees on how to use Wallit. HR teams often serve as the wellspace owner and admins across their company. They might build a training plan, share best practices and use cases for Wallit to improve health, performance and the company's bottom line.
  • Wellness Champions
    The people who serve as a resource to actively promote awareness, education, and engagement in wellness activities and programs within your company. This can be a dedicated or volunteer role to support the HR team in planning and promoting financial, mental, and physical health and well-being at all levels of the company.

Wallit roles*

  • Account Executive (AE):
    Your main point of contact with a deep understanding of your business needs.
  • Customer Success Manager (CSM):
    Your AE will connect you with a CSM to help coordinate a smooth launch.
  • Support Team:
    Our Support team is always here to help if you've run into an issue or need help using Wallit. 

    *Our Support team supports the majority of our customers' needs, so not all customers will have dedicated AE or CSM. 

Hello! Our Support team is available 24/7 and always happy to help. Get in touch with us if you ever need a hand! 👍

2. Explore challenges and goals

It's time to get your launch team on the same page. It's helpful to have a well-defined vision and purpose for using Wallit. Employee interviews are a great way to understand your company's current wellness culture. 

Here are some questions you could ask:

  • How does our company's culture impact our productivity? 
  • What existing benefits and wellness programs do you use to help you manage work-life balance?
  • Is lack of money a source of stress? If yes, are you more stressed about money than work or relationships?
  • What are your personal needs and wants to improve your well-being and work-life balance? 
  • How do you think Wallit could help our company? 

Your findings will help highlight your organization's wellness challenges and opportunities so you can set goals for the organization, departments, teams and people. 

Tip! Many steps go into creating truly successful benefits and wellness programs, but one that is often overlooked is asking employees what they need. Ask how Wallit can help employees and HR more seamlessly spend and manage benefits.


3. Identify use cases

Keep track of specific use cases that will help you achieve your goals. Choose scenarios that will maximize the benefit to your team. 

  • Start with two to four specific use cases. 
  • Choose use cases that address existing workplace wellness challenges. 
  • Model positive behaviors that members can copy. 
  • Review your progress each week after launching Wallit company-wide. 

Sample business use case:

Business use case: Team incentive and wellness program

Current challenge

  • It’s hard to keep remote teams engaged, feeling valued and appreciated.
  • Gift cards are used for too many types of benefit perks and go unused.


  • Increase adoption and engagement across multiple teams
  • Let people opt-in to and control their personalized wellness benefits that are most relevant to them

Wallit features that can help

  • Customized benefit categories and allowances
  • Bring your own card (BYOC)
  • Automated reimbursements, card-linked reimbursements (e.g. employer funded)
  • Automated cash back, card-linked offers (e.g. merchant funded)
  • Local merchant marketplace

Success criteria

  • 90% activation
  • 85% or more report increased happiness and work-life balance
  • 75% or more report Wallit has helped them feel more connected

4. Educate your team

Offer training sessions

Make sure your launch team has a solid understanding of how Wallit works. Here are some ideas for how you can host Wallit training sessions:

  • Executives and Leadership
    Communicate the value of Wallit, and the importance of ensuring their organization is aligned on using this tool. 
  • Business Owners
    Share business use cases and explain the benefits of Wallit.
  • Wellspace Admins
    Discuss your wellspace's benefits, member best practices, and how Wallit can support your company's organizational wellness initiatives.
  • HR Team
    Show people how to use Wallit more effectively. Offer sessions focused on individual features, connecting apps and tools, and how notifications work.

💡Read our step-by-step guide to hosting a Wallit Day training event!    

Self-serve training

Here are some handy resources:

Tip: Visit Wallit 101 to find product walkthroughs, tips, and videos that will help you get to work in Wallit.

5. Onboard the team

The best way for people to understand the value of Wallit is to try it out — start small, then gradually add more people.

  • Phase 1: Choose a small group
  • Phase 2: Include a specific team or department
  • Phase 3: Expand to multiple teams or departments


6. Track progress and iterate

Tracking your progress will help you demonstrate the value of Wallit to the rest of the company, inspire new ways of working together, and identify opportunities to grow. Here are some examples:

  • Track the adoption of Wallit by reviewing your wellspace's statistics periodically (e.g. every three to six months). Look for an increase in the:
    • Activation
    • Engagement
    • Wellness purchases
  • Interview employees to see how Wallit has improved your team’s happiness and productivity. Just as people want flexibility in where and when they work, they need benefits that match that. Ask members:
    • How people spend their Wallit dollars?
    • How has Wallit empowered the team to work when and where they'll be most productive?
    • How has Wallit helped to create a more inclusive, flexible and connected working model?
    • How Wallit has enhanced company culture, employee morale?
    • Would you refer Wallit to friends?


Where wellness happens.