What is the first step in creating a new membership tier in ServiceTitan?

The first step in creating a new membership tier in ServiceTitan is to define the membership tier name and description. This foundational aspect sets the stage for the entire membership program. A clear and distinct name helps in easily identifying the membership tier, while a well-crafted description outlines the benefits and features associated with it, giving potential members a precise understanding of what they can expect.

Establishing the tier name and description first is crucial because it guides all subsequent decisions regarding pricing, marketing, and competitive analysis. If the tier is not clearly defined at the outset, it can lead to inconsistencies and confusion in later stages, such as developing a pricing strategy or launching promotional efforts. By clearly identifying what the membership tier will encompass, you ensure that every other element aligns with this foundational definition.