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URL: https://www.float.com/events/getting-started-product-showcase

⇱ Getting Started with Float


About this event

Float is built to help you allocate the right people to the right work—and this session shows you how. Join Float's Customer Success Specialist, Monique Lonardi, for a live walkthrough of the steps that matter most, from inviting your team to building projects and assigning work that sticks. You’ll walk away with a strong foundation, solid best practices, and the know-how to keep things moving.

You’ll learn how to:

  • Build a complete picture of your people—so you can resource based on skills, availability, and what each project actually needs
  • Create projects with the right structure for smarter tracking
  • Allocate work efficiently using hours or percentages
  • Avoid and fix common early mistakes that get in the way of success

Whether you’re the ops lead, the resource planner, or just the one who got handed the keys, this is your go-to for making Float work from day one.

Meet your speakers

As Float’s Sr. Content Marketing Manager, Alexa creates helpful, high-impact resources—from guides to events—that support our customers’ success. She works cross-functionally to deliver content that’s both strategic and genuinely useful for the teams using Float every day.
Monique Lonardi is a Customer Success Specialist at Float, where she partners with customers to ensure confident setup and strong starts. With a background in customer onboarding and UX, she brings a thoughtful, people-first approach to helping teams succeed from day one.
Monique Lonardi is a Customer Success Specialist at Float, where she partners with customers to ensure confident setup and strong starts. With a background in customer onboarding and UX, she brings a thoughtful, people-first approach to helping teams succeed from day one.

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Get started with %%Float%%

Your CRM, spreadsheets, PM and finance tools can’t show you who’s doing what, what’s on track, or what’s next. Float does.