We suggest you go through this checklist one month after you join Shape.io to make sure you are taking advantage of all of the platform's offerings.

Review spend progress toward budget targets

If you use rolling budgets, make sure your RollOver amounts are correct

Review budget automation settings and results

Add internal/external stakeholders as "contacts"

Generate In-Platform reports at the Company, Client, or Budget level and send them to stakeholders!

Email [email protected] with feedback or enhancement requests