Go-live checklist
✔︎ Create Company
As the Company and the Company Profile entities are interdependent, it is essential to create a Company first. After the creation, you unlock other steps and can surely move to filling in a Profile with all the needed data.
✔︎ Add General Company info
Before specifying your Company details, do not forget to include the general information in your Company Profile. It gives an overview of what value you manage to bring to your clients and what services you deliver. Also, you can emphasise your main focus to ensure you will receive the most targeted Merchants' requests.
Profile Extra is additional information worth mentioning. It includes the Company Headquarters, the time the Company was founded, and the Company size. It verifies that the Company is real, operational, and established. Such details can also influence partnership decisions, especially when business scale or compliance requirements matter.
✔︎ Define Focus areas
Determining your Focus areas gives maximum clarity to your potential clients and partners. It shows the Industries, Services, and Geography, which, in turn, forms a stable vision of your Company and attracts clients with the corresponding needs.
✔︎ Add Supported features
Ensure you outlined your Supported features to your public as the platform users usually filter and search based on specific capabilities. In that respect, your Profile becomes more searchable and is more likely to appear in relevant search results.
✔︎ Invite Members
Inviting team members builds a stronger brand presence, as each member can act as an expert and represent a Company. It increases user engagement with your Company Profile and amplifies their interest in collaboration.
If your PayAtlas checklist is fully filled, you are ready to switch to the Moderation process.
