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Organization onboarding

What happens after your demo call: how your account gets created, what your first login looks like, and where to review your organization's details.

Getting your organization onto ProductiveRecruit doesn't involve any signup forms. Here's what actually happens, from demo call to your first login.

app.productiverecruit.com/admin-dashboard

1. Book a demo

Organization accounts start with a demo call. We'll walk through the product together, answer your questions, and figure out the plan that fits your roster.

2. We set up your account for you

After the call, our team creates your organization directly: name, type, sport, and plan, all from what we covered on the demo. There's nothing for you to fill out. We'll get you your login details, and you're ready to go.

3. Your first login

You land straight on your admin dashboard. A Getting started checklist walks you through the essentials:

  • Invite your first athletes
  • Invite your staff
  • Create your first team (skipped for Recruiting Agency accounts, which don't organize athletes into teams)
Admin dashboard Getting started checklist on first login
Admin dashboard Getting started checklist on first login

Each checklist item links straight to the right page and opens the relevant form for you, so there's no hunting for buttons.

4. Review your organization's details

Your account arrives with the basics filled in, but it's worth a quick review in your space Settings — organization name, website, location, sports, and your logo, which shows up on team profiles and printable rosters. See Spaces & teams explained for how spaces work as your program grows.

Your account type

You can review or change your organization type any time; see Organization account types for what each type means and how it affects things like sport selection.

What's next

What is ProductiveRecruit? Getting Started ProductiveRecruit is an all-in-one college recruiting platform for student-athletes and the clubs, high schools, and recruiting services that support them. Who it's for What you can do Supported sports Ready to start?
Athlete vs. Organization accounts Getting Started ProductiveRecruit has two account types: individual Athlete accounts and Organization accounts for clubs, high schools, and recruiting services. Here's how to choose. Athlete accounts Organization accounts Quick comparison Still not sure?
Athlete quick start Getting Started Get up and running on ProductiveRecruit in five steps: build your profile, connect your email, find colleges, and send your first message to a coach. 1. Build your profile 2. Add your highlight video 3. Connect your email 4. Find colleges and build your target list 5. Send your first email What's next
Organization quick start Getting Started Set up your club, high school, or recruiting service on ProductiveRecruit — invite staff, register athletes, assign checklists, and get your whole roster recruiting in an afternoon. 1. Review your organization's details 2. Invite your staff 3. Add your athletes 4. Build and assign a recruiting checklist 5. Set up shared templates and team tools 6. Track engagement from the admin dashboard What's next
Choosing the right plan Getting Started ProductiveRecruit has one Pro plan for athletes and one for organizations, and both include every feature. Here's how pricing, the athlete trial, and annual billing work so you can pick with confidence. Recruit Pro (for athletes) Organization Pro (for clubs, high schools & recruiting services) Trying it out Monthly vs. annual Changing or canceling later What's next
Glossary of recruiting terms Getting Started Plain-English definitions of the college recruiting terms and ProductiveRecruit features you'll come across — from verbal commitments and NLI to target lists and campaigns. Recruiting basics Divisions & eligibility Outreach & communication ProductiveRecruit platform terms What's next
Building your profile Your Profile Learn how to fill out every tab of your ProductiveRecruit profile, from the Overview basics to the completion meter that tracks what's left. What's in your profile editor Start with the Overview tab Add the sections coaches actually look at Track your progress with the completion meter What's next
Academic profile Your Profile Add your GPA, class rank, test scores, and eligibility numbers to your ProductiveRecruit profile so coaches can confirm you meet their program's bar. What you can add Why it's worth filling out What's next
Athletic profile & stats Your Profile Learn how to fill out your Athletics tab (positions, stats, honors, and team info) so coaches see the numbers that matter for your sport. Positions Stats Athletic Honors Club Team, High School Team & Additional Team What's next
Adding & featuring videos Your Profile Add highlight videos from YouTube, Hudl, Balltime, or Vimeo to your profile, choose one to feature, and see how coaches view them. Add a video Feature your top video Choosing a provider Track views Manage your videos What's next
Photos Your Profile Add and organize photos on your ProductiveRecruit profile so coaches see the right image of you. Add a photo View a photo full size Reorder your photos Plan limits What's next
Custom links Your Profile Add custom links to your ProductiveRecruit profile so coaches can reach your personal site, press coverage, stats pages, and other social accounts in one click. What to link Add a link Manage your links What's next
Events Your Profile Add tournaments, showcases, and games to your ProductiveRecruit profile so coaches always know where and when they can see you play. Add an event Import a schedule with AI How events are sorted Team events What coaches see What's next
Offers Your Profile Track scholarship and roster offers from college programs on your ProductiveRecruit profile, and show coaches you're being recruited. Adding an offer Offer statuses Committed to a college? Use the Commitment tab Managing your offers What's next
Privacy & visibility settings Your Profile Learn how to control which profile details show publicly, and why the link you share with coaches always shows your complete profile. Four groups, saved independently The link you share with coaches always shows everything What's next
Your public profile page Your Profile See how your ProductiveRecruit profile looks to college coaches, how the shareable link and QR code work, and how to preview or print it. Your profile's URL The hero The jump nav The sections, top to bottom Two details worth knowing The link you share always shows everything Preview it like a coach would Print a coach-ready résumé What's next
Marking your commitment Your Profile Learn how to record your college commitment on ProductiveRecruit so it shows on your public profile, and how to undo it if plans change. Add your commitment Share the news Commitment vs. offers Changing your mind What's next
Adding a second sport profile Your Profile Dual-sport athletes on Pro can run a separate profile for each sport, with its own stats, videos, and shareable link. Adding the second profile What carries over, and what doesn't Switching between them Plan requirements What's next
College search & filters Finding & Targeting Colleges Search every college program on ProductiveRecruit and filter by division, location, and academics to find schools that actually fit you. Search by name Filter groups Reading and acting on results What's next
Divisions & conferences explained Finding & Targeting Colleges Understand NCAA D1, D2, D3, NAIA, and Junior College divisions, how football's FBS/FCS split works, and how conferences filter by sport in ProductiveRecruit. Division levels Football's FBS/FCS split Conferences are tied to your sport What's next
Building your target list Finding & Targeting Colleges Learn how to add schools to your target list, set status and tags, re-rank by priority, and understand the size limits on trial and paid plans. Add a school to your list Set status and tags Filter and search your list Re-rank by priority Know your list size limit What's next
Tags & prioritization Finding & Targeting Colleges Learn how to create custom tags, apply up to three per school, and use them to filter your target list, college search, and email campaign recipients. Create and manage tags Apply tags to a school Use tags to prioritize your list Email a whole tag at once What's next
College preferences & recommendations Finding & Targeting Colleges Set your college preferences to guide your own search, and learn how to review program recommendations your coach or recruiter sends you. Set your preferences Review recommendations from your coach What's next
College program profile pages Finding & Targeting Colleges Explore a college's program profile page: coaching staff, admissions data, financials, notes, tasks, and activity, all in one tabbed view. Get there from search or your target list The Info tab The other tabs What's next
Discovering similar schools Finding & Targeting Colleges Learn how ProductiveRecruit surfaces similar college programs on every school profile, and what makes two programs count as a match. Where to find it How matches are chosen Using it in your research What's next
Tracking status Finding & Targeting Colleges Learn the 10-stage recruiting pipeline ProductiveRecruit uses to track every college on your target list, from Researching to Signed. The recruiting pipeline Changing a target's status Marking a target Signed or Committed Campus visits are tracked separately Last Contacted, not status What's next
Connecting your Gmail account Email & Outreach Connect your personal Gmail account to ProductiveRecruit so outreach emails send from your own address and replies land in your inbox. Choose a provider What permission you're granting Check your connection status Set your signature and profile link Disconnect or reset What's next
Email templates & variables Email & Outreach Learn how ProductiveRecruit email templates work, which {{variable}} tags auto-fill with your profile and a coach's info, and how to create your own. Your default template How variables work Creating a template Editing a template Attachments What's next
AI email template generator Email & Outreach Learn how ProductiveRecruit's AI writes a personalized coach outreach email template from your profile, which fields it reads, and what it will never invent. How it works Generate, edit, and save It never invents a fact Getting better results Generation limits What's next
Sending a single email Email & Outreach Learn how to send a one-off email to a college program on ProductiveRecruit, to one coach or several on that staff, with templates, attachments, and what happens after you hit send. Every email goes to one program Choose your recipients Write the email Send yourself a test first Save as a draft What happens when you send What's next
Running an email campaign Email & Outreach Learn how to select coaches, choose a template, personalize each message, and send a paced email campaign in ProductiveRecruit. 1. Select coaches to email 2. Choose a template and name your campaign 3. Personalize and send How sending is paced Managing campaigns What's next
Reviewing & personalizing Email & Outreach Preview and edit every coach email in a campaign before you hit send, then track delivery and opens from the campaign review page. Read what each coach actually gets Edit a single email, or reset it Track your campaign after you send What's next
Deliverability & sending limits Email & Outreach Understand ProductiveRecruit's daily and lifetime email sending limits, why they exist, and what happens if Gmail temporarily pauses your account. Your daily sending limit Lifetime limits by plan When Gmail pauses your account Gmail vs. your ProductiveRecruit address What's next
How email tracking works Email & Outreach Learn how ProductiveRecruit tracks opens and clicks on outreach emails, what counts as a real engagement, and what a coach's activity means for you. How tracking works What counts as a real open or click What happens when a coach engages What's next
Replies & email threads Email & Outreach Learn where coach replies to your recruiting emails show up, how in-app reply tracking organizes conversations, and how to reply without leaving ProductiveRecruit. Replies land in your Gmail inbox Turn on reply tracking Your inbox, grouped by conversation Reading a conversation Replying without leaving the app What counts as a reply Conversations from before tracking What's next
Attachments Email & Outreach Learn how to attach files to your email templates and individual outreach emails, including file type limits and how attachments travel with campaigns. Template attachments Attachments on a single email Campaigns A quick comparison What's next
The activity feed Tracking & Activity See how ProductiveRecruit logs every touchpoint with a college program (emails, opens, clicks, profile views, notes, and status changes) in one place. Where to find it What gets logged Filtering and viewing details For organizations: activity across your whole roster Why it matters What's next
Opens, clicks & views explained Tracking & Activity See how ProductiveRecruit tracks email opens, link clicks, and profile views so you know exactly when a coach engages with your outreach. How opens are tracked How clicks are tracked How profile views are tracked What doesn't count Where to see it What's next
Notifications Tracking & Activity See every way ProductiveRecruit alerts you to coach activity, task deadlines, and checklist steps, plus the one notification setting you control. Where notifications live What triggers a notification The one setting you control Task and checklist reminders What's next
Your dashboard & metrics Tracking & Activity See how your ProductiveRecruit dashboard turns emails, opens, clicks, and profile views into a clear picture of your recruiting progress. The date range picker Your KPI tiles The Outreach & Engagement chart Getting-started and profile strength Recruiting pipeline and tasks What's next
Tasks & reminders Tracking & Activity Create tasks tied to college programs, track them from your dashboard, and get a daily reminder email for anything due or overdue. Create a task Where to find your tasks Completing a task Reminders What's next
Organization account types Setup Learn the four ProductiveRecruit organization account types (Club, High School, Recruiting Agency, and Club/High School) and how each shapes your setup. The four types Choosing your type What's different for Recruiting Agencies Getting your account What's next
Organization onboarding Setup What happens after your demo call: how your account gets created, what your first login looks like, and where to review your organization's details. 1. Book a demo 2. We set up your account for you 3. Your first login 4. Review your organization's details Your account type What's next
Spaces & teams explained Setup Understand how Spaces and Teams organize your ProductiveRecruit account: who they hold, how registration links work, and when to use more than one. Spaces hold everything Teams group athletes by sport Use teams as prospect lists, not just rosters Two ways to get a list in front of coaches Registration links are per Space What's next
Staff roles & permissions Setup Learn the four ProductiveRecruit staff roles, what each one can see and do, and how to restrict coaches to their own teams. The four roles What each role can do Restricting coaches to their own teams Staff seats What's next
Inviting staff Setup Add coaches, admins, and team managers to your ProductiveRecruit space, assign them to teams, and control what athletes they can see. Invite a staff member What the invite email says Managing your staff list What's next
Athlete registration & group codes Setup Learn how your group code and registration link let athletes join your space themselves, plus how to add athletes manually when you need to. Find your registration link and group code What athletes see when they register Adding athletes manually Loading a whole roster at once When registration closes itself What's next
Bulk athlete import (CSV) Setup Learn how to bring a full roster into ProductiveRecruit at once with a CSV file: what columns to include, and what to expect during import. How it works What your CSV needs What happens during import Prefer to add people yourself? What's next
The admin dashboard Setup See what's on your admin dashboard: athlete and staff stats, outreach trends, usage limits, and who on your team can view what. Stats at a glance Usage limits Recent activity Getting your team set up Who can see what What's next
Viewing the app as an athlete Setup Use impersonation to see exactly what one of your athletes sees, so you can troubleshoot or walk them through something without asking for their password. Starting a session While you're in the session Ending the session When to reach for it instead of something else What's next
Creating a recruiting checklist Recruiting Checklists Build a reusable recruiting checklist for your athletes in three steps — pick a type, set the schedule, and attach any files they'll need. Start from Manage 1. Name, type, and description 2. Set the schedule and visibility 3. Add attachments (optional) Archiving a checklist What's next
Steps & rich instructions Recruiting Checklists Learn how to add, order, and write instructions for checklist steps, plus how attachments and due dates work for BASIC and DRIP checklists. Add a step Write instructions Reorder and delete steps Attachments live on the checklist, not the step What's next
Due dates: relative vs. absolute Recruiting Checklists Learn how BASIC checklists use fixed calendar due dates and DRIP checklists use relative cadence, so you pick the right type before you build one. BASIC: fixed due dates DRIP: relative due dates The first step measures Due In differently Which type should you use? A few things to know What's next
Auto-assigning checklists Recruiting Checklists Learn how the Auto-Assign toggle enrolls new athletes into a checklist automatically at registration, and when to assign checklists manually instead. How Auto-Assign works Assigning checklists manually What's next
The athlete's checklist view Recruiting Checklists See exactly what your athletes see when they open an assigned checklist: the step list, due dates, locked steps, and how they mark work complete. Where athletes find their checklists Working through steps Locked steps Attachments What athletes are notified about What's next
Tracking completion Recruiting Checklists See exactly where every athlete stands on a recruiting checklist: current step, completed vs. incomplete status, and how to remove an enrollment. The Athletes tab Reading the current step How completion is determined Removing an athlete from a checklist Tracking from inside a space What's next
Shared email templates Team Tools & Sharing Learn how admins create and share email templates across an organization, choose visibility, and give athletes consistent, on-brand outreach. Choose a visibility What it looks like once shared Variables still work the same way Attachments Template limits What's next
Team profiles Team Tools & Sharing Give every team a public, shareable profile page with a filterable athlete roster, schedule, and staff list coaches can browse or scan into instantly. What's on a team profile Choosing who's included The team schedule Import a schedule with AI Where the schedule shows up Sharing the profile Multiple teams What's next
Printable rosters & QR codes Team Tools & Sharing Generate tournament-ready roster printouts with per-athlete QR codes coaches can scan to jump straight to a player's recruiting profile. Where to print from Full vs. compact QR codes, at two levels What's next
Website embeds & athlete directory Team Tools & Sharing Add a searchable athlete directory or committed-athletes widget to your own website with a short embed snippet, no developer required. Find the Website Integrations page Two widgets, one page Getting the embed code What visitors see Scoping to a team or sport What's next
Committed athletes showcase Team Tools & Sharing Embed a live widget on your team or club website that showcases every athlete who has committed to play in college. Where it lives What shows up Keeping it current What's next
Account & email settings Account & Billing Update your name, email, timezone, and password, and manage notification preferences from your ProductiveRecruit account settings page. Account Settings Notification settings Security settings Deleting your account What's next
How trials work Account & Billing Everything you need to know about ProductiveRecruit's free trial for individual athlete accounts: what's included, how billing works, and how to cancel. Canceling or upgrading early What's next
Billing Account & Billing How billing works on ProductiveRecruit: managing your payment method and invoices, switching plans, canceling, and how organization billing differs. Managing your plan Canceling Organization accounts What's next
Deleting your account Account & Billing Learn who can delete a ProductiveRecruit account, what a permanent deletion actually removes, and the steps to do it safely. Who can delete their own account Where to find it What actually gets deleted After deletion What's next
Why isn't my email being tracked? FAQ & Troubleshooting Understand why an outreach email might not show as opened, what causes false positives, and how to tell whether tracking is actually working. How tracking works Why an open might not show When tracking shows an open that didn't happen What to check What's next
I haven't heard back from a coach FAQ & Troubleshooting Why coach replies land in your Gmail inbox instead of ProductiveRecruit, and how to check engagement signals before assuming no reply means no interest. Check your Gmail inbox, not ProductiveRecruit Rule out deliverability first What to do next What's next
Can I edit a sent email? FAQ & Troubleshooting No. Once an email sends, it's locked. Learn what statuses still allow editing and what to do instead if you need to fix a mistake. What you can still change What to do if you made a mistake What's next
How many AI generations do I get? FAQ & Troubleshooting How many AI generations your plan includes, what counts as one, when the count resets, and what happens when you hit the cap. How many you get What counts as one generation When you hit the cap What's next
Using ProductiveRecruit on mobile FAQ & Troubleshooting There's no native ProductiveRecruit app. Learn how the responsive web app works on your phone or tablet, and how to get the best experience there. Is there an app store app? What works well on mobile Add it to your home screen A few honest limits Tips for using it on your phone What's next
Resetting your password FAQ & Troubleshooting How to request a password reset link, how long it stays valid, and what to check if the email never arrives or the link won't work. Request a reset link Good to know If it's not working What's next
Profile not in the team directory FAQ & Troubleshooting Learn why your profile might be missing from your team's public roster and how to get it fixed by your coach or admin. Why this happens What to check What's next
Your data if you delete your account FAQ & Troubleshooting What actually happens when you delete your ProductiveRecruit account: what gets permanently erased, what doesn't happen automatically, and what to do first. What actually gets deleted Before you delete How to delete your account What's next
Email deliverability best practices FAQ & Troubleshooting Learn why ProductiveRecruit paces coach emails automatically, what the daily send limit is, and how to keep your outreach landing in inboxes, not spam. Why your emails go out one at a time The daily send limit If Gmail temporarily slows you down What you can control What's next
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