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ONBOARDING PLAN

For Compass

PAPERFLITE

CLEVERSTORY

AGENDA

1.

Team and Stakeholder introductions

2.

Onboarding plan for FirstService

3.

Next steps and Action items

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

GO LIVE CHECKLIST

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

FINAL- CREATIVE TAKE OFF