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ONBOARDING PLAN

For NanoTemper

PAPERFLITE

CLEVERSTORY

ONBOARDING PLAN

CLEVERSTORY KICKOFF

(Hand-off call to introduce the team and explain onboarding process)

ONBOARDING (SESSION 1)

(Usecase discussion and defining KPIs )

HANDS ON EXPERIENCE

TEMPLATE WALKTHROUGH

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ONBOARDING (SESSION 2)

Understand the experience to be setup and discuss the first template

GO-LIVE PREEPARATION
AND CHECKLIST

CREATIVE TAKEOFF

Migration Steps

1.

Export of Content and custom fields from Uberflip

2.

Setup resource center template

3.

Upload content within Cleverstory

4.

Integrate Pardot and setup workflows

5.

Setup Redirects from old to new URLs

6.

Map the subdomain to point to Cleverstory

GO LIVE CHECKLIST

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

FINAL- CREATIVE TAKE OFF