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ONBOARDING PLAN

ONBOARDING PLAN

ONBOARDING SESSION 2 (Editor walkthrough 1)

GO-LIVE PREEPARATION
AND CHECKLIST

CREATIVE TAKEOFF

(Use Case, Content gathering)

CLEVERSTORY KICKOFF

DESIGN WALKTHROUGH
(How we built, what we built)

ONBOARDING SESSION 1 (Workspace settings, Storyboard settings, Integrations)

HANDS ON EXPERIENCE

ONBOARDING SESSION 3
(Editor walkthrough 2)

ONBOARDING SESSION 4
(Reporting Module, Mobile Editor)

1. Introduction (Team and stakeholders)
2. Use-case/Purpose of using CS
3. Business goals/ any upcoming campaign?
4. Onboarding Plan

 

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KICK OFF AGENDA

EDITOR & PLATFORM
WALKTHROUGH

1. Storyboard creation
2. Editor Walkthrough
3. Basic creation settings

INPUT METRICS

1. Workspace/integrations
2. Gating
3. Reporting Module

OUTPUT METRICS

DESIGN 
SHOWCASING

1.

Understanding Design Expectations

2.

Redesigned Content Comparison

3.

Brand kit Updates

4.

Walking through different elements of the design

5.

Cloning and use the design

GO LIVE CHECKLIST

1. Whitelabelling
2. Fav Icon
3. Indexing/No Indexing
4. Social Media Image
5. Google Analytics

FINAL- CREATIVE TAKE OFF