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ONBOARDING PLAN

ONBOARDING PLAN

ONBOARDING SESSION 2 (Workspace settings, Storyboard settings, Integrations)

GO-LIVE PREEPARATION
AND CHECKLIST

CREATIVE TAKEOFF

(Use Case, Content gathering)

CLEVERSTORY KICKOFF

DESIGN SERVICE
(How we built, what we built)

HANDS ON EXPERIENCE

ONBOARDING SESSION 3
(Editor walkthrough 2)

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

If we are
building template

If we are not
building template

4. For building template

● Which content needs to be redesigned?
● Brand guidelines/Brand kit
● Any timelines for 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

TEMPLATE 
SHOWCASING

1.

Understanding Design Expectations

2.

Redesigned Content Comparison

3.

Brand kit Updates

4.

Walking through different elements of the template

5.

Cloning and use the template

GO LIVE CHECKLIST

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

FINAL- CREATIVE TAKE OFF