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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

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

HANDS ON EXPERIENCE

ONBOARDING SESSION 3
(Editor walkthrough 2)

ONBOARDING SESSION 4
(Reporting Module [Storyboard and Overall], Mobile Editor)

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

If we are
building template

 

4. Direct Onboarding

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

GO LIVE CHECKLIST

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

FINAL- CREATIVE TAKE OFF