Have you heard?
Introducing Obi by The Predictive Index: an AI experience, powered by behavioral intelligence grounded in 70 years of science behind what drives people, yours in every moment the work requires it.
The PI2 Upgrade
PI2 Partner Readiness
Introduction
The PI2 Product
The PI2 Workshops
Pricing and Packaging
Sales systems
The PI2 Upgrade
Conclusion, next steps, and resources
Client communications
This section will explain the communications that a client will receive in the weeks before and after the upgrade occurs. All email content, timing, and frequency is subject to change based on learning and feedback to provide the best client experience as we prepare for upgrade.
Upgrade Call Campaign for Domestic Clients
The Client Success Team is conducting an Upgrade Call Campaign to drive awareness of resources, webinars, and answer any questions the client may have. Here are a few things to know about this campaign:
- The Upgrade Call Campaign will apply to domestic clients only. PI recommends that international partners reach out to their clients in advance of their upgrade date to ensure they are prepared.
- PI will call domestic clients roughly two weeks ahead of their upgrade.
- We are NOT calling more than once.
- We are NOT reaching out via social media, i.e., LinkedIn
- If we leave a voicemail, PI will follow up via email with simple correspondence stating that we are trying to reach them.
- Partners will be informed of any interactions PI has with their clients, and a follow-up email with any recorded notes will be provided to both the client and the partner following those interactions.
- If the client requests a 1:1 demo, the partner is invited to attend.
- So far, this campaign has resulted in many 1:1 demos and a 30% increase in webinar attendance.
If you have any questions regarding PI’s efforts to ensure a smooth upgrade through the call campaign, please contact your PSM or Partner Relations.
Upgrade Communications: Standard Process
In the standard upgrade process, the communications that users will receive will be dependent on their role and level of activity. Not every user will receive every email. This is meant to ensure the right users receive the right information at the right time.
These emails will share dedicated resources and opportunities for the users, such as:
- Registering for Upgrade Webinars
- Software Upgrade Support Guide
- Product Release Notes
- Troubleshooting Guide
If you would like to reach out to your client to inform them of their upcoming upgrade before PI’s communication begins, you can use this template.
Upgrade Communications: Standard Timeline
Below, you will find the copy contained in the emails that are sent to clients as a part of the standard upgrade process. They are in chronological order. Not every user will receive every email.
- Audience: All Cohorts, All T120 Active Users (includes Account owners & account admins)
- Purpose: (Kickoff from PI Product updates – Upgrade is coming!)
- Send date: 5 weeks out email (35 days)
- From name: The Predictive Index Product Team
- From email: productupdates@predictiveindex.com
Hi [first name],
We’re excited to share that in the coming weeks, we’ll upgrade your PI software to the new talent optimization platform—PI2. The upgrade will better support more users, deliver innovation faster, and stay true to our mission of Better Work, Better World.
What to expect
Your upgrade is scheduled for [upgrade completion date]. Once upgraded, your new experience will show a modern look and feel, be better connected to your day-to-day workflows, and provide a foundation for your most-asked-for features and integrations.
We’ve got your back
We know platform changes can feel overwhelming—but we’ll be here to support you every step of the way. Our goal is to make this transition as smooth and stress-free as possible. Look out for additional emails with everything you need before your scheduled upgrade date.
Join an upcoming upgrade webinar to preview what’s new and how to prepare.
Heads up — using an integration with PI?
If you are using an integration with PI and have not yet been in touch with us, please email us immediately at integrations@predictiveindex.com. Your current integration will stop working when we upgrade your account unless it is rebuilt for PI2.
No interruption necessary if we hear from you in time.
Let us know if you have any questions—we’re here to help.
To Your Success,
The Predictive Index Product Team
- Audience: Account Owners, Account Admins
- Purpose: (Kickoff reminder from PI Product Updates – Upgrade is coming reminder)
- Send Date: 3 weeks out, (21 days before upgrade completion date) (include weekends)
- From name: The Predictive Index Product Team
- From email: productupdates@predictiveindex.com
Hi {first name}!
If you missed it, our new talent optimization platform PI2 is available, and your upgrade is scheduled for {upgrade completion date}. Register for an upgrade webinar to learn what to expect.
PI2 is packed with upgraded features to help you drive business results every day, not just review assessment results. It also weaves behavioral data into your daily talent processes—so you can consistently hire, develop, and retain top talent.
Recommended resources & support
- Watch this video to learn about the biggest changes to the platform
- Review these useful steps to get a head start on your upgrade
- Submit a ticket to our support team if you have questions
We also wanted to call out some specific differences in PI Hire:
- Assessment links are now tied to specific jobs, reducing bias and ensuring consistent, job-relevant comparisons.
- We removed M Score & Synthesis to reduce confusion and improve clarity in decision-making.
To Your Success,
The Predictive Index Product Team
- Audience: Account Owners, Account Admins
- Purpose: (Upgrade resources & template for active users)
- Send Date: 20 days before upgrade completion date, including weekends
- From name: The Predictive Index Product Team
- From email: productupdates@predictiveindex.com
Hi {first name}!
Your new PI software experience is around the corner. We will upgrade your PI software to our new PI2 platform on {upgrade completion date}. Register for an upgrade webinar to learn what to expect.
What’s changing?
PI2 weaves behavioral data into your daily talent processes—so you can consistently hire, develop, and retain top talent. The upgrade will better support more users, deliver innovation faster, and stay true to our mission of Better Work, Better World.
- Watch this video to learn about the biggest changes in the platform
- Review the Hire section of the support guide for specific differences in PI Hire.
Important data cleanup to complete before your upgrade date
- Ensure current employee BAs have a person Type of “Employee.”
- Ensure current employees have email addresses that match your organization’s domain.
- Delete any jobs you no longer need.
- Move former employees into a former employee folder. They will be archived automatically upon upgrade (and your employee directory will reflect your current employees).
For a smooth upgrade experience, read our data cleanup best practices.
Additional resources for upgrade success
- Review these useful steps to get a head start on your upgrade
- Read the complete PI2 upgrade support guide
- Submit a ticket to our support team with questions
- [Attached] sample email to share with your organization
We can’t wait for you to experience the upgraded platform.
To Your Success,
The Predictive Index Product Team
- Audience: Account Owners, Account Admins (cc: Partners)
- Purpose: Make them aware of changes to permissions and third-party access
- Send Date: 19 days before upgrade completion date, including weekends
- From name: The Predictive Index Product Team
- From email: productupdates@predictiveindex.com
Hi [first name],
Yesterday, you received an email highlighting the required actions to take before your upgrade to PI2.
With your upgrade, please be aware of the following changes to permissions and third-party access.
In PI2, third-party users can create users and assign organization admin permissions, a feature that was previously unavailable in the software. Since you are not required to re-grant access to third-party users when you are upgraded to PI2, your current third-party users will automatically have access to this functionality. Learn more about these updated permissions.
If you have any concerns about this change, please terminate the third-party user access under the User Management tab before your scheduled upgrade to PI2. Learn more.
To Your Success,
The Predictive Index Product Team
- Audience: Account owners, account admins
- Purpose: (here’s how to prepare)
- Send Date: 12 days before upgrade completion date, including weekends
- From name: The Predictive Index Product Team
- From email: productupdates@predictiveindex.com
Hi {first name}!
As a reminder, your new PI software experience is coming soon. Redesigned from the ground up, the PI2 platform is packed with upgraded features to help you drive business results every day, not just review assessment results. Your account will be upgraded on {upgrade completion date}.
Highly recommended resources for upgrade success
- Register for an upgrade webinar to learn what to expect
- Review these useful steps to get a head start on your upgrade
- Read the complete PI2 upgrade support guide, which includes:
- The biggest changes from legacy PI
- Platform & admin features
- Upgrade support by product
- FAQs
- Additional supporting resources
- Submit a ticket to our support team with questions
To ensure a smooth upgrade experience, we recommend doing the following to your account:
- Ensure current employee BAs have a person Type of “Employee.”
- Ensure current employees have email addresses that match your organization’s domain.
- Delete any jobs you no longer need.
- Move former employees into a former employee folder. They will be archived automatically upon upgrade (and your employee directory will reflect your current employees).
Read our data cleanup best practices.
Heads up — using an integration with PI?
If you are using an integration with PI and have not yet been in touch with us, please email us immediately at integrations@predictiveindex.com. Your current integration will stop working when we upgrade your account unless it is rebuilt for PI2.
No interruption necessary if we hear from you in time.
To minimize any potential disruption to your software experience, we will wait until 5:00 p.m. ET to perform the upgrade on the scheduled upgrade day. Please note that during the upgrade, your software will be inaccessible. We expect this impact to last no longer than one hour.
To Your Success,
The Predictive Index Product Team
- Audience: All Cohorts, Account Owners, Account Admins
- Purpose: (your upgrade is tomorrow, recommended resources)
- Send Date: one day before upgrade completion date, including weekends
- From name: The Predictive Index Product Team
- From email: productupdates@predictiveindex.com
Hi {first name}!
Your PI software experience will be upgraded to the new PI2 platform tomorrow, [upgrade completion date], and we could not be more excited to bring you all the new features PI has to offer!
To minimize any potential disruption to your software experience, we will wait to perform the upgrade until 5:00 p.m. ET on the scheduled upgrade day. Please note that during the upgrade, your software will be inaccessible. We expect this impact to last no longer than one hour.
Heads up — using an integration with PI?
If you are using an integration with PI and have not yet been in touch with us, please email us immediately at integrations@predictiveindex.com. Your current integration will stop working when we upgrade your account unless it is rebuilt for PI2.
No interruption necessary if we hear from you in time.
Take the following action as soon as possible to ensure a smooth upgrade experience
- Ensure current employee BAs have a person Type of “Employee.”
- Ensure current employees have email addresses that match your organization’s domain.
- Delete any jobs you no longer need.
- Move former employees into a former employee folder. They will be archived automatically upon upgrade (and your employee directory will reflect your current employees).
For a smooth upgrade experience, read our data cleanup best practices.
Highly recommended resources for upgrade success
- Watch the upgrade webinar recording to learn what to expect
- Review these useful steps to get a head start on your upgrade
- Read the complete PI2 upgrade support guide, which includes:
- The biggest changes from legacy PI
- Platform & admin features
- Upgrade support by product
- FAQs
- Additional supporting resources
- Submit a ticket to our support team with questions
We can’t wait for you to explore the new PI software.
To Your Success,
The Predictive Index Product Team
- Audience: Account Owners & Account Admins
- Purpose: (your upgrade is complete)
- Send Date: one day after upgrade completion date, including weekends
- From name: The Predictive Index Product Team
- From email: productupdates@predictiveindex.com
Hi {first name}!
Your PI account has been successfully upgraded—welcome to the PI2 software!
Getting comfortable with your new PI software
- Register for our Post-Upgrade Office Hours where The Predictive Index team will be available to answer questions and walk through the software live as needed.
- Read the complete PI2 upgrade support guide, which includes specific product support guides:
- Check out the Product Release Notes where we compile the most pertinent product updates for you regularly.
- Reply to this email if you have any questions about the new software.
First steps for troubleshooting software issues
If you encounter any issues with your software, please take a look at our troubleshooting guide. The first step you should take to troubleshoot is to clear your cache and cookies. Clearing your cache is likely the first action that the PI support team will suggest to troubleshoot any software issues, so to get the quickest resolution possible, we suggest doing so on your own before reaching out to them. Here are the steps you can take to do so, depending on your browser:
We look forward to you experiencing the upgraded features that will allow you to drive business results and bring behavioral data into your daily talent processes—so you can consistently hire, develop, and retain top talent.
To Your Success,
The Predictive Index Product Team
- Audience: Account Owners & Account Admins
- Purpose: (your upgrade is complete reminder)
- Send Date: 7 days after upgrade completion date, including weekends
- From name: The Predictive Index Product Team
- From email: productupdates@predictiveindex.com
Hi {first name}!
If you missed it, your PI account was successfully upgraded last week.
Getting comfortable with your new PI software
- Register for our Post-Upgrade Office Hours where The Predictive Index team will be available to answer questions and walk through the software live as needed.
- Read the complete PI2 upgrade support guide, which includes specific product support guides:
- Check out the Product Release Notes where we compile the most pertinent product updates for you regularly.
- Reply to this email if you have any questions about the new software.
First steps for troubleshooting software issues
If you encounter any issues with your software, please take a look at our troubleshooting guide. The first step you should take to troubleshoot is to clear your cache and cookies. Clearing your cache is likely the first action that the PI support team will suggest to troubleshoot any software issues, so to get the quickest resolution possible, we suggest doing so on your own before reaching out to them. Here are the steps you can take to do so, depending on your browser:
We look forward to you experiencing the upgraded features that will allow you to drive business results and bring behavioral data into your daily talent processes—so you can consistently hire, develop, and retain top talent.
To Your Success,
The Predictive Index Product Team
- Audience: Account Owners and Account Admins
- Purpose: Customer Effort Score Survey
- Send Date: 30 days after upgrade completion date
- From name: The Predictive Index Product Team
- From email: productupdates@predictiveindex.com
Hi {first name}!
Now that your PI account has been successfully upgraded, we’d like to check in and hear about your experience. If you’ve had the opportunity to explore the new features available, please take this survey to let us know what you think!
If you have any questions or need assistance exploring these new functionalities, please reach out to productupdates@predictiveindex.com.
To Your Success,
The Predictive Index Product Team
- Audience: All T120 Active Users (includes Account owners & account admins) who attend the webinar
- Purpose: (follow-up after attending webinar)
- Send Date: to be sent the day after the client attends webinar
- From name: The Predictive Index Product Team
- From email: productupdates@predictiveindex.com
Hi {first name}!
Thank you for attending yesterday’s upgrade webinar hosted by The Predictive Index.
We hope you learned more about your newly upgraded PI software and had all of your questions answered. If you’d like to revisit the session, you can watch the webinar on demand.
We suggest you bookmark these resources as you adjust to PI2:
- Software Support Guide Introduction
- Sending the Behavioral Assessment to Candidates
- Sending the Behavioral Assessment to Employees
- Employee Permission Levels in PI2
If you still have any outstanding questions about your upgrade experience, please reach out to productupdates@predictiveindex.com.
Next up: Register for our Post-Upgrade Office Hours, where The Predictive Index team will be available to answer questions and walk through the software live as needed.
To Your Success,
The Predictive Index Product Team
T120 Active Users is defined as users who have logged into their PI software within the past 120 days.
Upgrade Communications: Special Cases
While most clients will receive the standard upgrade process emails as detailed above, there are four special groups of clients who will receive their own unique email notifications:
- Account pause clients
- Clients whose upgrade has been delayed
- New client users added during the upgrade
- Clients using PI Hire and not PI Inspire
- Behavioral Data Permissions cohorts (clients who used folders for permissions in Legacy)
You can click here to learn more about the emails that these groups of clients receive as part of their upgrade process.