What to Expect: Getting Started with Stageholder

Overview

Starting with a new asset management system might seem daunting, but Stageholder is designed to get you up and running quickly. Here's what to expect from sign-up to full adoption.

Timeline Overview

Most organizations are fully operational within 1-2 weeks.

Phase 1: Sign Up & Initial Setup (Day 1)

What You'll Do

1. Create your account (2 minutes)

• Sign up with email or Google/Microsoft
• Verify your email

2. Create your workspace (5 minutes)

• Name your organization
• Select your industry
• Choose your primary use case

3. Configure basic settings (15-30 minutes)

• Add your locations (offices, warehouses, sites)
• Create categories for your assets
• Set up your depreciation preferences
• Configure notification preferences

What You'll Need

• Your organization name
• List of your physical locations
• Idea of how you want to categorize assets

Support Available

• Interactive setup wizard guides you through each step
• Contextual help at every screen
• Chat support if you get stuck

Phase 2: Data Import (Days 1-3)

Option A: Import from Spreadsheets

If you have existing asset data in Excel or CSV:

1. Prepare your data (30-60 minutes)

• Review our import template
• Map your columns to Stageholder fields
• Clean up any obvious issues

2. Upload and map (15-30 minutes)

• Upload your file
• Confirm field mapping
• Review preview

3. Import and verify (varies by data size)

• Run the import
• Review any flagged issues
• Spot-check imported records

Option B: Start Fresh

If you're starting from scratch:

1. Add assets manually to learn the system
2. Use barcode scanning for faster entry
3. Build your database over time

Option C: Assisted Migration

For large datasets or complex migrations:

1. Contact our team for migration assistance
2. Share your data securely
3. We handle the heavy lifting

(Available for Business and Enterprise plans)

Phase 3: Team Onboarding (Days 3-7)

Invite Team Members

1. Go to Settings → Users
2. Click "Invite User"
3. Enter email addresses
4. Assign appropriate roles
5. Team members receive invitation email

Role Recommendations

Training Resources

• Quick-start videos: 5-minute overview
• Feature guides: Specific how-tos
• In-app help: Contextual assistance
• Live training: Available for Business/Enterprise

Phase 4: Full Adoption (Weeks 1-2)

Make It Part of Daily Operations

• Check-in new assets as they arrive
• Use mobile scanning for quick updates
• Run your first reports
• Set up maintenance schedules (if applicable)

Establish Processes

• Who adds new assets?
• How are transfers handled?
• Who runs reports?
• How often do you verify physical inventory?

Success Indicators

✅ Team members log in regularly

✅ New assets are added consistently

✅ Reports are being generated

✅ Data accuracy is improving

What Success Looks Like

After 1 Week

• All existing assets imported
• Key team members trained
• Basic workflows established
• First reports generated

After 1 Month

• 90%+ of assets in the system
• Team using system daily
• Maintenance schedules set up
• First audit completed

After 3 Months

• Full adoption across organization
• Accurate, up-to-date data
• Time savings realized
• Better visibility and control

Common Questions

"How long until I see value?"

Many customers see value immediately — just having a complete asset list is powerful. Within the first month, you'll have accurate depreciation, better visibility, and faster audits.

"What if I don't have time for this?"

Stageholder is designed to save time, not consume it. The initial setup takes a few hours, but after that, maintaining the system takes minutes per day. The time you save on audits and searching for assets far exceeds the time invested.

"What if my team won't use it?"

We've designed Stageholder to be easy enough that adoption isn't a barrier. The mobile app makes updates quick, barcode scanning reduces data entry, and the benefits become obvious quickly.

"Can I start small and expand later?"

Absolutely! Many customers start with one department or one type of asset, prove the value, and then expand. Your data and configuration grow with you.

Support Throughout Your Journey

Self-Service

• Knowledge base articles
• Video tutorials
• In-app help

Human Support

• Chat support during business hours
• Email support (all plans)
• Phone support (Business/Enterprise)
• Dedicated onboarding (Enterprise)

Ready to Start?

Start your free 14-day trial today — no credit card required.

Have questions before starting? Chat with us or schedule a demo.

Updated on: 24/12/2025